Per-advisor pricing. No contracts, no setup surprises.
Pick the products your practice needs and add advisors as you grow. Prices in Canadian dollars, billed monthly. Taxes extra.
- Clients, households and policies
- Pipeline, tasks and timeline
- Email and calendar sync
- Encrypted client file vault
- Guided fact-find, saved to the client file
- Notes, tasks and meetings by asking
- Follow-up emails and Reason-Why letters drafted for your review
- Carriers compared side by side
- Comparisons saved to the client record
- One seat per advisor who quotes
Add-ons. Add what your firm needs.
Larger firm? Talk to us about volume and onboarding.
EGEAN Lead Manager
Leads your agency brings in, assigned to your advisors and worked through your own stages.
- Per firm$49 /mo
EGEAN Website
Your own quoting website on your own domain, with lead generation, hosting and maintenance. Requires Lead Manager.
- Hosting & maintenance$149.99 /mo
- Design & build$1,500 one-time
EGEAN Texts
Text clients from their file, with every message saved to their record.
- S · 500 messages, 2 seats$29 /mo
- M · 2,000 messages, 5 seats$69 /mo
- L · 10,000 messages, 15 seats$199 /mo
OneSpan E-Sign
Send documents for signature and file the signed copy automatically.
- S · 10 envelopes$39 /mo
- M · 50 envelopes$99 /mo
- L · 200 envelopes$249 /mo
Onboarding
We move your existing client data in, configure your firm, and train your team.
- Standard$399 one-time
Pricing questions.
No. Every plan is a monthly subscription that renews each month until you cancel.
Book a 30-minute demo. We walk through your practice with you, and when you are ready we set up your firm and send a secure checkout link. Your workspace at app.egean.ca is ready the moment you pay.
Cancellation takes effect at the end of your billing period. Your organisation then moves to our free plan: paid features stop, but your data stays and you keep access to it.
Yes. You can export a client file at any time, and we provide a copy of your organisation’s data on request.
Yes. Onboarding ($399, one-time) moves your existing client data in, configures your firm, and trains your team.
No. GST/HST is added at checkout based on your province.