Pricing
One price. Every feature.
No per-application fees, no add-ons, no setup costs. Try everything free for 14 days, no credit card required.
Placeholder: prices are proposals, not final; billing is a mock until Helcim is connected
Solo advisor
$89 CAD per month
$890 CAD per year
Billed annually. You save $178.
One licensed advisor. Everything included.
Start free trial- Unlimited clients, quotes and applications
- Client application portal + e-signature
- Needs analysis, reasons why, LIRD
- Compliance file PDF with audit page
- Autofill (beta) for mapped carriers
- Your logo and colours
Brokerage
$89 CAD per month
$890 CAD per year
+ $49 per additional advisor / month
+ $490 per additional advisor / year
Billed annually. You save $178, plus $98 per additional advisor.
For teams of 2 or more advisors. Large team? Contact us for a discount.
Start free trial- Everything in Solo
- Owner, admin and advisor roles
- Brokerage-wide reports and CSV export
- Shared compliance documents and email templates
- Advisor-level visibility controls
- Priority onboarding
Prices in CAD. GST/HST added where applicable. Running an MGA or a larger agency? Talk to us.
“The PolicyStream program provides a service to my practice that is extremely valuable. Saves time, looks great, elevates a client experience. The platform is clean, organized, and incredibly easy to use for both me and my clients. … If I could give 10 stars, I would.”
“It used to be me going to a couple websites, manually put in client's info, pull the numbers into a spreadsheet, etc. Policy Stream removed all those steps. I can just show the clients live the life insurance need calculation process in 5 minutes, pull the quotes in less than 30 secs … Worth the money. I already made my money back.”
Compare
What's included
| Solo advisor | Brokerage | |
|---|---|---|
| Clients, quotes and applications | Unlimited | Unlimited |
| Needs analysis and quoter | ||
| Client application portal + e-signature | ||
| Compliance documents and audit PDF | ||
| Autofill (beta) | ||
| Your logo, colours and email templates | ||
| Data stored in Canada, two-step sign-in | ||
| Advisors | 1 | 2 or more |
| Owner and admin seats | — | Included |
| Brokerage-wide reports and templates | — | |
| Per-advisor visibility | — | |
| Onboarding | Priority, with a call |
Billing
Billing questions
Do I need a credit card for the trial?
No. Try everything for 14 days. We only ask for payment when you decide to continue.
How does annual billing work?
Pay for the year up front and get two months free. Annual plans renew each year unless you cancel before the renewal date.
What happens if a payment fails?
We retry the card automatically and email the account owner. You keep full access for 14 days while you update your card. If it's still unpaid after that, your team can't sign in until the balance is paid. Your clients aren't affected: links you've already sent keep working, their answers are saved and emails go out as normal. We keep your files for 90 days after the lock, and you can email us for an export of your clients during that time. Pay and everything comes straight back.
Can I add or remove advisors?
Yes, at any time from Settings. Brokerage plans are billed per active advisor. Changes are prorated by the month, never by the day: an advisor added during a month is billed for that month, and one removed stops being billed from the next month.
Can I cancel?
Yes. Cancel any time from Settings. You keep access until the end of the period you paid for, and you can export your client files before you go.
Are prices in Canadian dollars?
Yes. All prices are in CAD. Applicable sales taxes (GST/HST) are added at checkout.
Start free. Decide in 14 days.
Every feature is on during your trial. No credit card, no commitment.
Start free trial