Getting Started · 5 min read
Create your account and start your trial
Choose a plan, sign in securely, verify your email, and open your workspace.
Visual workflow map · illustrative, not a screenshot
Follow the numbered instructions below. Exact button names and paths are taken from the application; actual screen captures will be added in the visual walkthrough phase.
On this page
1. Choose a plan
Open Pricing and choose Independent Agent or Agency. Independent Agent is $5.99/month with up to 1,000 saved reconciliations; Agency is $14.99/month with up to 5,000 saved reconciliations. Both include a 7-day trial.
A payment card is required to start the trial. Unless canceled before it ends, the monthly subscription begins automatically. Choose the Agency plan if you need producer split and payout features.
2. Sign in without a password
On the Sign in page, choose Continue with Google or enter your email and select Send verification code.
For email sign-in, open the message sent to your address, return to Check your email, enter the six-digit code, and select Verify and sign in. The code expires after 10 minutes and works only once. If it expires, return to Sign in to request another.
3. Complete subscription setup
Follow the subscription checkout flow when prompted. After your trial is active, your dashboard shows the plan, saved reconciliation usage, and trial information.
Use Manage billing on the dashboard to open subscription management. Do not share verification codes or payment information with anyone.
4. Confirm your workspace
Open the dashboard and verify that your signed-in email appears below the workspace name. The navigation contains Overview, Reconciliation, Reports, Carriers, Producers, and Payouts.
Next, update the workspace display name before creating producer statements.