Start with the Pro trial, branded agency page, live plan sample, and proposal flow ready for the first real conversations.
Pricing
Most active agencies should start with Pro.
The only real questions are whether the workflow already feels right, whether Pro matches how your team actually operates, and whether you need rollout help before anyone signs up.
Open the product first. If Silver Path already feels like the operating system your team has been missing, Pro is usually the right move. Every visual on the right is a live Silver Pathpage. Preview the guided tour or talk to us first.
Start with product proofTry the sample, then decide the lane
Why the product shot mattersSeeing the live browser, review, and agency entry first makes the pricing decision easier.Open the live sample, see the proposal review, and only then decide whether you need Essentials, Pro, or a more scoped rollout.
EssentialsLean start.
ProBest fit for most active agencies.
EnterpriseRollout, branding, and scale.
Founding agent lane
Price it to start cashflow, then earn the expansion.
The cleanest early sales motion is simple: start active agents on Pro, get them live fast, and use real production feedback to decide what needs enterprise polish later.
Pro is the default for active producers
No credit card required to start
Live sample available before signup
Rollout questions go straight to sales
Use the first week for onboarding, configuration, and one clean workflow agents can repeat with prospects.
Early customers get a direct lane for product feedback while the platform hardens around real agency use.
Plans
Three clear paths. Pro is where most active agencies land.
Each plan exists for a different moment — lean start, active production, or scoped rollout. The cards below show what fits.
Recommended defaultMost active agencies should start with Pro unless they are testing solo or need a more scoped rollout.That keeps the pricing decision fast for the people who are already convinced by the product proof.
EssentialsStart here if you are validating solo.This is the cleaner self-serve lane when you want the core system without buying ahead of your own rhythm.
ProStart here if the platform will be part of the week.This is the default recommendation for most active agencies because it matches real production motion without forcing an enterprise conversation.
EnterprisePause here if rollout or branding is part of the buy.If partner structure, white-label requirements, or a coordinated rollout matter immediately, it is worth talking first.
Lean start
Essentials
For solo agents and lean teams who want the core workflow in one place.
$49/mo
Buying motionStart free and get the workflow under you fast.This is the clean self-serve lane when you want the core system without a heavier rollout motion.
You want the core workflow without extra complexity.
You are replacing scattered tools with one cleaner setup.
You want to start fast and upgrade later only if it earns it.
Up to 5 agents
Proposal Engine
Gamification
Most active teams land here
Pro
Built for agencies that are in the platform every day.
$129/mo
Buying motionMost active agencies should start here.It is the clearest production fit when the platform is going to be part of the daily operating rhythm.
You want the platform involved in day-to-day production.
Proposal follow-up and review velocity matter every week.
You want the clearest recommended path without jumping to enterprise.
Everything in Essentials
CRM / Client Management
Dialer & Communications
Commission Tracking
White-label and rollout
Enterprise
For partner groups, custom onboarding, and branded rollouts.
Custom
Buying motionScope the rollout before anyone signs up.This lane makes more sense when branding, onboarding, or partner structure matters from day one.
You need a more tailored rollout motion.
Branding or partner structure matters from the start.
Support should feel more direct and coordinated.
Everything in Pro
Certification Tracking
White-Label Configuration
Custom integrations
Decision guide
Where each plan fits.
A quick way to see which plan matches how your team operates today, without reading through a full feature spreadsheet.
Best if
You want quoting, CRM, and proposal flow in one cleaner login.
You are running active reviews, follow-up, and team production every week.
You need a branded rollout, partner support, or a more custom implementation path.
Buying motion
Start free and learn the system without a sales process.
Start free if you want, but this is usually the clearest production fit.
Talk to us first so rollout, support, and branding are scoped correctly.
What changes
Core workflow and self-serve momentum.
Stronger day-to-day operating depth with a clearer team lane.
A higher-touch environment built around the organization.
Who usually picks it
Solo agents, lean shops, and teams getting organized.
Growing agencies that are serious about production flow.
Partner groups, FMOs, and teams that need a branded rollout.
Buy with confidence
Start free, or talk to us if rollout matters.
The trial is the fastest path to see if Silver Path fits. A conversation makes sense when you need branding, rollout support, or a coordinated launch.
Start free if...
You want the fastest path into the platform.
You already know you need quoting, proposals, and follow-up in one place.
You do not need a custom rollout plan before you begin.
Talk to us if...
You want white-label or partner-facing branding.
You need rollout help for a larger team or organization.
You want to scope support, onboarding, or custom setup before launch.
480-770-4906Use this for rollout, pricing, or onboarding questions.
support@silverpathagents.comGood for white-label, partner, and enterprise conversations.
HIPAA-aware workflowBuilt for real insurance operations, not generic SaaS workflows.
Brand-safe client reviewsClient-facing links can feel like your agency, not borrowed software.
FAQ
A few questions that usually matter before someone clicks.
Do I need a demo before I can start?
No. Most agents should be able to understand the fit and start a trial without waiting on a sales motion.
Is there a credit card required for the trial?
No credit card is required to get started on the free trial flow.
How do teams usually choose between Essentials and Pro?
Essentials is the lean start. Pro is the better fit once the platform is part of the daily operating rhythm instead of a side tool.
When should I talk to someone instead of just signing up?
Talk to us when branding, rollout planning, multi-team setup, or higher-touch onboarding matter. Otherwise the trial should be the fastest path.