Pricing for Agents & Advisors

Contact us for a custom quote if you represent a distributor, independent broker-dealer, or financial institution.

CPM

$1,200/year

Additional Users $600/year

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FEATURES:

• Contact & Multi-Carrier Life Policy Database

• Book of Business Analytics

• Custom Reporting

• Policy Snapshots

• Document Management & Storage

• User Email Notifications

CPM+

$2,400/year

Additional Users $600/year

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FEATURES:

• Everything in CPM and:

• Policy Performance Monitoring

• Auto schedule Statement & Illustration Requests

• Branded Review and Client Portfolio Templates

• Px Fast Quotes+

CPM+ Enrichment

$4,800/year

Additional Users $600/year

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FEATURES:

• Everything in CPM+ and:

• Enhanced Data Enrichment from Statements and Illustrations

• Policy Data Enrichment

CPM+ Trusts

$7,800/year

Additional Users $600/year

Select Plan

FEATURES:

• Everything in CPM+ Enrichment and:

• Templated Crummey Management Letters

• Designated Trust Management Module

• Trust User Email Notifications

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