Introductory pricing
Published pricing, including the parts that aren't flattering.
These are introductory rates for the first cohort of clients. Everything below — tiers, included coordinator hours, implementation fees, the overage rate, and the terms — is on this page so you can decide without a call.
Start here
Vendor Workflow Assessment
$750flat, one time
The starting point for every engagement. We count your active vendors, inventory what's on file, profile your upcoming expirations, map the process, estimate the staff time it consumes, assess the software you already own, and propose an operating model with pricing. Credited against implementation when you proceed.
Monthly plans
Priced by active-vendor count. Introductory rates for the first cohort.
Core 50
Up to 50 active vendors
$995/mo
- Included coordinator time
- ~4 hours a month
- Implementation, one time
- $1,500–$2,000
Single site or a small group with a clean vendor list.
Most common
Growth 100
51–100 active vendors
$1,495/mo
- Included coordinator time
- ~7 hours a month
- Implementation, one time
- $2,500–$3,000
Multiple sites, mixed document types, regular onboarding.
Portfolio 150
101–150 active vendors
$2,195/mo
- Included coordinator time
- ~10 hours a month
- Implementation, one time
- $3,500–$4,500
Portfolio-scale volume with per-site reporting.
Custom
More than 150 active vendors
Quote
- Included coordinator time
- Defined in scope
- Implementation, one time
- Quote
Scoped from the assessment, not from a phone call.
"Included coordinator time" means shared-service coordinator hours — real people working business hours, handling your vendor, broker, and internal email and phone traffic. It does not mean direct personal access to the owners, and we would rather say that here than let you discover it in month two.
Add-ons
- Additional coordinator time — about $95 an hour, or a prepaid five-hour block.
- Renewal Calendar module for permits and business licenses — about $200 to $500 a month, depending on volume.
- Qualified insurance review — passed through, or contracted by you directly with a licensed professional. We don't perform it and we don't mark it up without telling you.
Terms, in plain sentences
- Pilots run month to month, with a nonrefundable setup fee.
- The standard agreement after a pilot is 12 months, with a discount for annual prepayment.
- Your plan defines a vendor-count band and a documented human-support allowance.
- Support standard: responses within one business day; new documents processed within two business days.
- Your monthly report arrives by the date named in your agreement.
- Your data is yours: export provisions are written into the agreement.
- Scope changes go through a documented change-control process, not a verbal understanding.
- You own the requirement list and every decision made against it.
- We make no guarantee that vendors will respond or satisfy requirements — we run the sequence, log the record, and report the facts.
- No emergency service and no same-day response. Real-time approval calls stay with you.
Why not just buy software?
Often you should — and if that's the honest answer for you, you'll get it from us in the first email. The difference is operational, not featural: you never set it up, you never run it, a real coordinator answers your vendors and brokers during business hours, and every month you get an audit-ready report. Every approval and coverage decision still sits with you and your advisers. If your team will actually operate a platform you already own, that is cheaper and you should do it.
Questions about minimums, contract length, or what happens when a vendor ignores us? They're all answered on the FAQ.
Start with the assessment, or start with the report.
Every engagement starts with a paid Vendor Workflow Assessment. If you'd rather see the work product first, the sample monthly report is a full specimen and takes a short form.