7-day free trial ยท cancel anytime

Pick a plan that fits your book

Every plan includes Smart Import (AI), vendor memory, and the PRIM Assistant. Pro and Team unlock the dashboards and tools agents use once their book is paying real money.

Starter

Solo agents tracking their own book.

$49.95/ month
  • Smart Import (AI) for leads, expenses, statements
  • Vendor memory + custom categories
  • Prospects mini-CRM with calendar
  • Tier-aware Calculator (WA โ†’ FSL)
  • PRIM Assistant chatbot
Most popular

Pro

Producers who want CPA + ROI dashboards.

$99.00/ month
  • Everything in Starter
  • CPA Dashboard + True Net rollups
  • Bulk AI re-categorize
  • Statement reconciliation tools
  • Period close-out + audit trail
  • Priority support

Team

FSL teams managing downline + overrides.

$200.00/ month
  • Everything in Pro
  • Override commission tracking
  • Multi-agent admin panel
  • Team-wide insights
  • Statement matching across downline
  • White-glove onboarding

Card required to start the trial. You won't be charged for 7 days and can cancel any time from Settings โ†’ Manage subscription.

Questions? Hit the chat bubble inside PRIM or email juantrejo9082@gmail.com