Pricing that matches how agencies actually buy.
Start with CRM. Add AMS for the lines you write. Add Pattie when you want AI. Extra users, phone lines, and a website only when you need them.
Core platforms
CRM is where selling lives. Pattie is optional AI on top—$100/mo for the org, then $50/seat for additional agents who use it. Turn her on to staff web chat, or keep chat human-only.
Insurance CRM
Your sales home base—leads, households, follow-up, funnels, booking, and web chat.
$100/mo
- Unlimited leads and contacts
- Households, tags, tasks, and pipeline
- Insurance funnels included
- Web chat included (human or leave-a-message)
- Booking, widgets, and two-way email
Pattie Intelligence Platform
Org license for AI across Fat Agent. Additional agents who use Pattie are $50/seat /mo.
$100/mo org
- AI answers, qualifying, and routing
- Can staff your web chat when enabled
- Turn Pattie on or off anytime
- Org knowledge base for your agency
- Additional agent seats: $50/user /mo
- Usage-based AI capacity (limits apply)
AMS by the lines you write
Optional. Life-only agencies don't pay for P&C. Full-service agencies stack both. Add only the AMS modules that match your book.
AMS — Life & Health
Run the L&H book: policies, pending cases, commissions, and production data.
$50/mo
- Policy management for life & health
- Pending case status
- Daily commissions
- Built for life-only or full-service agencies
AMS — P&C
Run the P&C book: policies, commissions, and downloads for personal lines.
$50/mo
- Policy management for P&C
- Commission downloads
- Claims-related data access
- Skip it if you only write life & health
Add-ons
Extra seats for your team. Phone is $50 per line—personal or shared org. Website when you want a site built on the platform.
Phone & SMS
Per line—personal or shared org. One number per line, with included minutes and SMS.
$50/line /mo
- Local number on each line
- Personal lines are one-to-one with a user
- Shared org line for team lead handling
- Voice + two-way SMS on the CRM record
- Included minutes & SMS per line
Agency Website
Premium site build with about a one-week turnaround, then monthly hosting and platform integration.
$50/mo + setup
- Custom branded site
- Quote widgets, booking, and chat ready
- Setup fee covers build time
- Talk with us for setup details
Additional Users
An extra seat on your org. Add Pattie ($50) and/or a phone line ($50) only for users who need them.
$50/user /mo
- Seat on the organization
- Agent or agency billing
- Optional Pattie seat if org has Pattie
- Optional phone line (personal and/or org access)
Want 50% off your subscription?
Join Insurance Geek, the independent agent opportunity built around Fat Agent, and unlock 50% off your Fat Agent subscription.
- Leads
- Markets
- Sales training
Build your stack in one signup.
Choose CRM, AMS, Pattie, seats, and phone lines—monthly or yearly—then create your account.
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