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ProvenPolicies plans
Policies for today. Readiness records for the year. Question preparation whenever you need it.
One account-owned workspace. No coverage, premium or compliance guarantees. Templates aren’t legal advice.
$29/month
Best for: Keeping a small business ready between renewals.
Ongoing records, policy tools and a five-question try.
$79/month
Best for: AI rules, quarterly check-ins and year-round preparation.
Everything in Starter, plus AI governance and quarterly re-scores.
$149one time
Best for: Creating policies without ongoing tracking.
One purchase for the six-policy builder and downloads.
The readiness check and its fix list are free. A free account gets five successful translator explanations total, plus optional consent-based broker sharing. No paid plan is needed to try them.
Those five questions are shared across Free, Starter and Policies, not five per plan or per run. Monthly includes unlimited questions over time. Question prep sheets explain the question and list evidence; they don’t fill or submit insurer forms.
The full comparison
Starter keeps manual snapshots, dated history and renewal tools. Monthly adds the structured 90-day workflow, trend and gap changes. If access ends, existing private records stay readable. Email reminders are coming soon, not an active benefit.
Self-reported score and ranked fix list. Free for everyone.
Editable starter templates. Documents don’t deploy security controls.
A seventh template with safe AI rules, real exports, annual review and manual acknowledgment records.
90-day in-app prompt, completed dated snapshots, score trend, gaps closed or opened and renewal packet enrichment. Self-reported.
Control-linked uploads, evidence dates and an in-app due list.
Renewal countdown, dated snapshots and a prep packet.
Record review date, owner and version.
Optional self-reported badge. Requires active retention, latest completed score 80+, explicit adoption of all six saved core policies and a matching review of each within 365 days. Not a certification or guarantee.
Manually recorded by you. Not staff e-signatures or team logins.
A dated record of snapshots and evidence on file.
Explanations and evidence checklists only. You decide your answers.
Share a limited summary only. No raw answers, notes or evidence files.
Not active. No email reminder delivery is included today.
Planned, not included as available benefits: multiple team member logins, shared evidence assignments and team review assignments.
New eligible brokers get free Starter for their own agency (work email required). Optional Monthly is 50% off, $39.50/month before tax.
A published, active broker profile and confirmed work-domain sign-in email can qualify your single owned agency workspace. The email check is an eligibility heuristic, not agency verification. Accounts in the immutable existing Monthly comp cohort keep free Monthly while eligibility holds. Agency access ends if the profile is unpublished or revoked.
Clients don’t inherit complimentary access or the agency discount. Validated referrals get the separate 20% checkout discount. Discounts never stack, and readiness sharing always needs client consent. See broker details.
