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Okiova
Pricing

Base plan. Optional products. Onboarding. No pricing maze.

Okiova separates the recurring plan from separately entitled products, implementation work, negotiated terms, and third-party provider charges.

Core $97Growth $197Pro $297Enterprise $499+
Core
$97per month

Run the agency foundation: relationships, policies, commissions, documents, multi-line records, tasks, reporting, and manual rating workflows.

  • Up to 5 internal agency users
  • CRM + Customer 360
  • Households + businesses
  • Personal, Commercial, Life, Health + Medicare foundations
  • Policies + basic sales pipeline
  • Manual quoting + Rating Gateway foundation
  • Tasks + work queue
  • Commission tracking + reconciliation
  • Basic document management
  • Basic reporting + agency dashboard
  • Basic Oki assistance
  • Storage included, subject to reasonable use
Get Started Request Core Demo
Growth
$197per month

Operate the agency with Connected Inbox, service, retention, Start My Day, carrier intake, automations, and expanded reporting.

  • Everything in Core
  • Up to 10 internal agency users
  • 1 connected Microsoft / Google mailbox
  • Two-way Connected Inbox + Communications Center
  • Service + Retention Centers
  • Action Center + Start My Day
  • Advanced task assignment + renewals
  • Standard automations
  • Document request workflows
  • Carrier Intake + supported book sync
  • Expanded commission workflows
  • Expanded reporting + Oki automation
Get Started Request Growth Demo
Pro
$297per month

Connect customers and referral partners through portals, secure messaging, Okiova Sign, growth workflows, and advanced automation.

  • Everything in Growth
  • Up to 20 internal agency users
  • Up to 5 connected mailboxes
  • Customer Portal
  • Referral Partner Portal + organizations
  • Customer self-service + secure external messaging
  • Portal document access + uploads
  • Okiova Sign e-signature workflows
  • Google review + campaign workflows
  • Cross-sell + win-back workflows
  • Advanced automation + reporting
  • Advanced Oki capabilities
Get Started Request Pro Demo
Enterprise
$499+per month

Scale complex organizations with higher user allowances, multiple locations, advanced permissions, audit controls, migration, and priority support.

  • Everything in Pro
  • Custom / higher internal user allowance
  • Custom / higher connected mailbox allowance
  • Multiple locations
  • Location-level permissions + reporting
  • Advanced organizational permissions
  • Enhanced audit + security controls
  • Advanced data migration
  • Higher operational / usage allowances
  • Priority enterprise support
Get Started Request Enterprise Demo
Internal-user allowances: Core 5 · Growth 10 · Pro 20 · Enterprise custom/higher. Customer and referral-partner portal users are external users and do not consume the internal staff allowance.
Optional add-on

Okiova Distribution

Distribution is added to Core, Growth, Pro, or Enterprise. A small agency and a large FMO/MGA network can create very different implementation and support needs, so its add-on price may vary.

PLAN ADD-ON

Distribution Center

Downstream agencies/producers, carrier markets, contracts, requirements, appointments, licensing, production, and override workflows.

$99+/month starting price + base planRequires Core, Growth, Pro, or Enterprise. Larger distribution organizations may use negotiated pricing.
Choose Plan + DistributionRequest Plan + Distribution DemoSee Distribution
Billing structure

Five commercial layers, kept separate.

1

Base plan

Core, Growth, Pro, or Enterprise list price.

2

Optional add-ons

Distribution and future add-ons require an active base plan when activated.

3

Onboarding / implementation

Varies by organization size and implementation complexity.

4

Negotiated terms

Custom account pricing, founding rates, or contracted enterprise terms when documented.

5

Third-party providers

Outside provider charges remain separate unless a written agreement says otherwise.

Billing clarity

List price and account pricing stay easy to understand.

Okiova separates list price, agency-specific pricing, promotions or credits, optional products, and collection status so account billing remains clear over time.

Published list price stays visibleCustom price is tenant-specificAdd-ons recalculate recurring totalOne-time charges and credits are separateHistorical data is retained through plan changesBilling changes retain history
Choose your next step

Start now, or see the package you care about first.

Create your Okiova agency workspace immediately, or request a focused demo before you begin.

Get StartedRequest Demo