Pricing
Priced like the serious tool it is.
Four tiers, sized by agent count. Live from day one — no pilot purgatory — and every tier carries a 30-day money-back guarantee on the monthly fee.
Founding cohort · first 5 agencies only
Half the setup fee.
Your rate, locked for life.
The first 5 agencies pay 50% of setup, keep today's monthly price for as long as they stay, and get a direct line to the founder while ClaimFlow is built around their floor. When the seats are gone, this panel disappears.
- 50% off the one-time setup — historical backfill and compliance onboarding included
- Monthly rate locked for as long as you stay subscribed
- 30-day money-back guarantee on the monthly fee, same as everyone
Starter
1-5 agents
$399/mo
$2,000 $1,000 setup · founding rate
- 3 lead sources
- Compliance foundation
- Basic attribution
- CSV import
30-day money-back guarantee
Growth
6-20 agents
$999/mo
$5,000 $2,500 setup · founding rate
- 10 lead sources
- Full attribution
- AI insights
- Call analytics
- 1 integration
30-day money-back guarantee
Scale
21-50 agents
$2,499/mo
$10,000 $5,000 setup · founding rate
- Unlimited sources
- LTV attribution
- Renewal forecasting
- Agent matching
- API access
30-day money-back guarantee
Enterprise
50+ agents
$6,999+/mo
$15,000+ $7,500+ setup · founding rate
- Custom integrations
- Carrier feeds
- White-label
- Dedicated CSM
- AEP surge support
30-day money-back guarantee
AEPAnnual Enrollment Period, Oct 15 – Dec 7. The yearly window when anyone on Medicare can switch plans — the busiest stretch of an agency’s year. surge — Oct 15 – Dec 7
During the Annual Enrollment Period, add surge capacity: additional call volume and real-time compliance monitoring while your floor runs at full tilt.
+$1,000/mo
The guarantee, in plain terms
We carry the first 30 days.
Day 1
You're live. Full product, historical backfill underway, compliance workflows on.
Days 1–30
Not earning its keep? Say so and the monthly fee comes back. No forms, no fine print.
Every day after
Full CSV + JSON export on every tier. The data is yours, so the pressure to be worth it stays on us.
Questions, answered directly
FAQ
Why is there a setup fee?
Setup is real work, not a toll. It covers importing 12–24 months of your historical leads and carrier commission statements — so attribution works on day 1, not month 6 — plus compliance onboarding: SOA workflow setup, DNC integration, and BAA execution. See how it fits your stack on the integrations page.
See integrationsHow does the 30-day guarantee work?
Simple: if ClaimFlow isn't earning its keep in your first 30 days, say so and your monthly fee comes back — no forms, no clawback clause to decode. The setup fee is committed once onboarding work begins, because backfilling two years of your data is real labor; until that work starts, it's refundable too.
See all pricingWhat do founding members get?
The first 5 agencies pay 50% of the setup fee, keep their monthly rate locked for as long as they stay subscribed, and get a direct line to the founder while the product is built around their floor. When the 5 seats are gone, this offer comes off the page.
Book a DemoCan I get my data out?
Yes — full data export in CSV and JSON is available on every tier, and Enterprise adds API export. Your leads, calls, policies, and commission records are yours. No lock-in.
Learn more in resourcesAre you SOC 2 certified?
Not yet — SOC 2 Type 1 is targeted for roughly Month 9 after launch. ClaimFlow runs on HIPAA-eligible infrastructure (Supabase, Vercel, AWS), executes a Business Associate Agreement with your agency during onboarding before any PHI is stored, and keeps an immutable audit log on every write. Read the technical details in our whitepaper.
Read the whitepaper