Pricing

One price. Every policy you own.

Most platforms charge per policy or push you up a tier when you add one. We don't. If you own six policies you pay the same as someone who owns one.

B.R.T. Standalone
$49
per year
  • Beneficiary records & check-ins
  • Professional contact register
  • Death notification to all parties
  • Documented notice trail
Choose B.R.T.
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Full Platform
$99
per year
  • Everything in B.R.T.
  • Unlimited policies, any carrier
  • Monthly & annual loan trackers
  • Find My Cash Flow + debt reduction
  • Promissory note generation
  • Dividend tracking & illustration import
  • Wally, the educational assistant
Start Free Trial

Billed annually. Cancel any time — your data stays exportable.

Still deciding?

Read the FAQ, or compare us against the alternatives.