Scale Core Subaccount PricingPredictable plans that scale as you recruit.
Keep your agents inside your own CRM ecosystem. Every tier connects with LeadCore for immediate lead fulfillment and ad campaign scaling.
Turn your agency CRM into a recurring revenue stream.
With our Agency & Brokerage tiers, you can provision individual subaccounts for your life insurance agents, set permissions, and bill them whatever monthly amount you choose.
Scale Core Solo
Full Scale Core CRM & automations for high-producing solo agents.
- Complete Scale Core CRM engine
- Automated lead follow-up workflows
- Power dialer + 2-way SMS
- Access to LeadCore lead marketplace
- 1 Agent license
Agency Subaccounts
Sell or allocate subaccounts to your agents with centralized oversight.
- Everything in Solo
- 5 Branded agent subaccounts included
- Option to resell subaccounts at your own price
- Centralized lead routing & team pipeline
- LeadCore digital ads concierge access
- Discounted LeadCore marketplace credits
Brokerage Unlimited
For large agencies, IMOs, and brokerages scaling dozens of producers.
- Unlimited agent subaccounts
- Full white-label agency branding
- Custom LeadCore recruiting ad campaigns
- Dedicated account rep & custom automations
- Advanced multi-state compliance tracking
- Direct API & carrier management sync
Frequently Asked Questions
What is the difference between Scale Core and LeadCore?▼
Scale Core is the overarching CRM and agency platform where you manage pipelines, automations, and broker subaccounts. LeadCore is our specialized marketplace and media leg where you and your agents purchase aged life insurance leads and book managed digital ad campaigns.
How does subaccount monetization work?▼
On the Agency and Brokerage tiers, you can provision separate CRM workspaces for each agent or broker in your downline. You can charge them directly for access (e.g. $99/mo) or provide it as a recruiting benefit, creating a sticky ecosystem for your agency.
Can my agents buy their own leads from LeadCore?▼
Yes! Each subaccount holder can access the LeadCore marketplace from within their dashboard, filter by their state licenses, and buy lead packs that instantly route into their individual pipeline.
How are the aged leads in LeadCore verified?▼
Every lead pack in LeadCore is verified against federal and state DNC registries and checked for valid TCPA consent timestamps. Source URLs and submission metadata are attached to every lead record.
Can I upgrade as my agency recruits more brokers?▼
Yes, you can upgrade from Solo to Agency or Enterprise at any time. All existing pipelines, lead history, and automations transfer seamlessly.