How much does broker management software cost? Prices and pricing models in 2026
Most MVP vendors only quote prices on request. What broker management programs really cost, which pricing models are common, and how to compare offers fairly.
Anyone shopping for brokerage software notices it quickly: ask about the price and the room goes quiet. Most broker management programs (MVPs) publish no pricing. This post sets expectations and shows how to compare offers fairly.
This is about software for insurance brokers and financial advisors, not real estate software.
The short answer
For a full MVP, expect a two-digit to low three-digit amount per user per month, plus possible one-off costs for setup and data migration. Only a few vendors publish prices today:
- Insurgo: from EUR 89 per user per month on an annual contract (EUR 108 monthly), with add-ons like Postfach Plus or the AI agent priced separately.
- FinPortal: CRM 97, Pro with all AI features 147 per user per month (CHF/EUR, annually 970 or 1’470).
For keasy, AMS, VIAS, zeitsprung, aB-Agenta, and Smart Admin, pricing is on request. You can find an overview of these programs in our vendor comparison.
Why so little pricing is public
Many MVPs are configured per office. Which modules you need, which interfaces (BiPRO, GDV), whether data is migrated from a legacy system, how many users get trained: all of it moves the price. The quote is created in a conversation, not on the website.
That is legitimate, but it has a consequence for you: you are comparing offers, not price lists. And offers are only comparable when the scope is cut the same way.
The common pricing models
In practice you will meet three patterns:
- Price per user per month: the most common model, often with an annual contract.
- Base price plus modules: the entry price looks friendly, then commission accounting, a BiPRO client, a client portal, or AI features are added one by one.
- Usage-based models: Smart Admin, for example, prices by usage.
On top come possible one-off costs: setup, data migration from the old system, training.
How to compare fairly: the total cost calculation
The mistake we see most often: a base price gets compared with an all-in price. Instead, compute the same number for every offer: total cost per user per month, including every module you actually need, plus one-off costs spread over 36 months.
Then add the second, often larger number: the working time the system does not remove. A program that leaves 15 to 30 minutes of manual work after every client meeting costs more than any licence once your calendar fills up. We run that math against hiring an admin in Hire an admin or use software?
When cheap gets expensive
Free or very cheap setups have their place, especially when you are starting out. Where the line sits is covered in Free insurance broker software. In short: once follow-ups slip or the CRM stops being true, you pay the price in revenue instead of francs.
FinPortal takes the opposite route: two plans, both prices public, 97 (CRM) and 147 (Pro with all AI features) per user per month, in CHF or EUR. What the software actually does day to day is on the software for insurance brokers page.
Frequently asked questions
- How much does a broker management program cost per month?
- Most vendors only quote on request. Publicly priced today are Insurgo (from EUR 89 per user per month on an annual contract, modules extra) and FinPortal (CRM 97, Pro with all AI features 147 per user per month, CHF/EUR). With modular pricing, the real price often sits well above the entry price.
- Why do so few MVP vendors publish prices?
- Many programs are configured per office: modules, interfaces, migration, and training differ widely, so the price only exists in the quote. That makes comparison tedious, but it is common in this industry.
- What hidden costs do broker management programs have?
- Typical extras are setup and migration fees, paid modules (such as commission accounting or a BiPRO client), training, and the working time that still goes into manual data entry. Always calculate the total cost per user per month.
- What does FinPortal cost?
- FinPortal CRM is 97, FinPortal Pro with all AI features 147 per user per month (CHF/EUR, annually 970 or 1'470), with no setup fee. There is a 14-day pilot with the full Pro feature set first.