Advanced Technology
Advanced Technology
Choose the Right Plan for Your Agency
Access carrier information, underwriting logic, and role-based workspace features according to your selected plan.
Starter Plan
For individual users
$49.00
per month
✅ 2 Active Users*
Collaborate with a partner or team member.✅ Full Access to the OrionSix AI Assistant
Get instant answers to underwriting questions, carrier rules, product options, and more — tailored to your appointed carriers.✅ Carrier-Specific Intelligence
Trained on your carrier lineup so you receive accurate, up-to-date guidance based on carrier underwriting guidelines.✅ Underwriting Guide Decoder
No more digging through 80-page PDFs — the AI summarizes underwriting rules into clear, actionable insights.✅ Unlimited Carrier-Specific App Creation
Create and customize AI-powered applications for your appointed carriers — build as many as your agency needs.✅ AI Marketing Specialist – Product Match Tool
Describe your client’s situation, and the AI suggests product options based on carrier guidelines.✅ 60+ Languages
Professional translations for complex subjects and cases.✅ Community Access
Join a growing network of forward-thinking agents using OrionSix to share strategies, workflows, and insights.✅ Secure, Private Portal
Your agency gets a branded, encrypted workspace with role-based access and data protection.✅ Live Chat Support
Friendly support when you need it — from onboarding through daily operations.Recommended
Pro Plan
For team users
$79.00
per month
✅ 5 Active Users*
Collaborate with a partner or team members.✅ Full Access to the OrionSix AI Assistant
Get instant answers to underwriting questions, carrier rules, product options, and more — tailored to your appointed carriers.✅ Carrier-Specific Intelligence
Trained on your carrier lineup so you receive accurate, up-to-date guidance based on carrier underwriting guidelines.✅ Underwriting Guide Decoder
No more digging through 80-page PDFs — the AI summarizes underwriting rules into clear, actionable insights.✅ Unlimited Carrier-Specific App Creation
Create and customize AI-powered applications for your appointed carriers — build as many as your agency needs.✅ AI Marketing Specialist – Product Match Tool
Describe your client’s situation, and the AI suggests product options based on carrier guidelines.✅ 60+ Languages
Professional translations for complex subjects and cases.✅ Community Access
Join a growing network of forward-thinking agents using OrionSix to share strategies, workflows, and insights.✅ Secure, Private Portal
Your agency gets a branded, encrypted workspace with role-based access and data protection.✅ Live Chat Support
Friendly support when you need it — from onboarding through daily operations.
Enterprise Plan
For large teams
Custom
per month
Includes everything in Pro, plus:
Unlimited Active Users
Custom Integrations
Dedicated Success Manager
Priority Support
How Agencies Use OrionSixTM
Practical Use Cases from Our Clients
Operational Example
An insurance agency used OrionSixTM to organize carrier and policy information during internal review processes. The platform assisted with categorizing data and completing routine operational tasks.
Workflow Example
A financial services team used the platform to structure application details and support its standard processing workflows. It supported with organizing information required for routine internal review steps.
Service Example
An insurance agency used the system to organize client information and support customer-related workflows. It assisted with managing data and completing routine service tasks.
