Starter
Best for solo brokers
$29/mo
3 users included
- CSV / Excel import
- Auto parse & match
- Downloadable CSV reports
- Basic dashboard
Additional users: $10/user/mo. Annual billing available; contact sales for agency onboarding.
Team
Small agency
$49/mo
5 users included
- Priority parsing for PDFs
- Manual review queue
- CSV & PDF export
- Basic user management
Additional users: $10/user/mo. Easy seat upgrades in the admin console.
Agency
Larger agency
$99/mo
10 users included
- Branded PDF reports
- Priority onboarding & support
- Bulk import & carrier templates
- Seat management & billing controls
Additional users: $10/user/mo. Custom enterprise pricing available on request.
Plan comparison
| Feature | Starter | Team | Agency |
|---|---|---|---|
| CSV / Excel import | ✔️ | ✔️ | ✔️ |
| PDF parsing | — | Priority | Priority |
| Manual review queue | — | ✔️ | ✔️ |
| Branded PDF reports | — | — | ✔️ |
| Seat management | Basic | Basic | Advanced |
Billing & seats — how it works
- Included seats: Each plan includes a number of active user seats. Seats are counted only for active memberships.
- Extra seats: Add users any time for $10/user/month. Seats can be reassigned; deactivating a user frees a seat for immediate reuse.
- Proration: Upgrades and extra-seat purchases are prorated automatically for the current billing cycle.
- Refunds: We do not issue retroactive refunds for partial-month seat deactivations; credits may be applied at company discretion.
Frequently asked questions
Do you offer a free trial?
Yes — a 30-day free pilot is available for early users. No credit card required.
What payment methods do you accept?
We accept card payments via Stripe. Invoices and ACH are available for Agency
customers.
Can I downgrade later?
Yes. Downgrades take effect at the next billing cycle. If your active seats exceed the
new plan's included seats, you will be billed for extra seats until you reduce active users.
Ready to try Cloview?
Request the pilot and we’ll walk you through setup and process your first commission files for free.