Choose AI-powered workflow automation, trained insurance operations support, or a combination of both. Start with the workload you need to improve today and scale as your agency grows.
Starting prices: yours depends on your agency's work. Get your quote →
Every plan starts from the price shown and comes in levels sized to your workload. Your quote follows your job types, their complexity, your monthly volume and the human support you want. Move up a level as you grow.
Automate supported service-request workflows, prepare work for review and route exceptions to your team. Best for agencies that keep processing in-house.
One-time setup$199
LevelsLaunchGrowthScale
Shlix workflow automation with defined insurance back-office support hours. Less repetitive handling, with your agency in control of approvals and decisions.
One-time setup$199 Free
LevelsLaunchGrowthScale
Trained support for agreed administrative insurance workflows, with defined responsibilities, work tracking and escalation rules. With or without the software.
One-time setupNone
LevelsPart-timeDedicatedTeam pod
For agencies with 50+ employees or several locations, unusual workflows, or volume beyond a standard plan.
One-time setup$199 Free
ScopeQuoted to you
It depends on your agency's work: the job types, how complex each job is, your monthly volume and the support you want. Tell us about your desk and we will send a quote for your agency.
Prices are starting points in USD and exclude applicable taxes and separately scoped custom integrations. Monthly allowances apply to the eligible workflows agreed in your order. Human support is limited to the hours and activities in your plan. Coverage decisions, binding and licensed insurance advice stay with your agency's authorized staff. AI Automation carries a one-time $199 setup fee; setup is free on AI + Human Support and Custom Enterprise. Dedicated Operations Support has no software and no setup fee.
Email triage takes minutes. Quoting, binding and policy issuance takes far longer and needs more review, so it is priced higher.
How many requests reach done each month. Each plan includes an allowance sized to your workload, so you are not paying for capacity you do not use.
Software only, a set number of hours from our team, or full-time people. People cost more than software, and the quote shows each part separately.
Microsoft 365 is standard. Other mailboxes, AMS connections and carrier portals are scoped with you before they are promised.
A sample P&C service desk: 900 job requests a month across twelve job types. By hand it takes 176 hours, one full-time person's month at 176 hours. With AI + Human Support the same work takes 86 hours, 51% less time.
Each bar is one month of the same 900 job requests, split by job type: 176 hours by hand is one full-time person. Point at a segment to see the job.
Where the numbers come from. Minutes by hand are from our P&C planning sheet, with the monthly volume sized to one full-time person (176 hours). Minutes with AI + Human Support are our planning estimate: the AI's work plus a person's review and exceptions, 51% less time than by hand across the month. It is a sample service desk rather than a measurement of yours; a pilot measures your real numbers.
Set the loaded cost of an hour and your monthly job requests. Switch to the year view to see how it builds.
The labor cost of this work: its hours times the loaded cost of an hour, $10 to $15. The difference is the value of the hours that come back, which you can spend on clients and growth; it becomes cash only if it avoids hiring or overtime. Your plan price is quoted to your workload and set against these numbers in your proposal.
By hand, every new block of requests means another hire. With AI + Human Support the same work takes 51% fewer hours, so where you would need 7 people by hand, 3 to 4 carry it. Your people stay on approvals, clients and new business, and we add capacity as you grow.
Job requests a month across the bottom; full-time people needed for this work up the side, at 176 working hours a month each. Same job mix as our sample month, where one person by hand does it all.
| Feature | AI Automationfrom $299/mo | AI + Human Supportfrom $1,449/mo | Dedicated Operations Supportfrom $1,099/mo | Custom EnterpriseCustom quote |
|---|---|---|---|---|
| Who does the work | Your team, with Shlix | Shlix and our team | Our team | Agreed with you |
| Intake, sorting and routing | ● | ● | – | ● |
| Drafts from your records | ● | ● | – | ● |
| Trained back-office people | – | ● | ● | ● |
| Exceptions worked for you | – | ● | ● | ● |
| Your approvals and licensed decisions | ● | ● | ● | ● |
| Dashboard and Excel reports | ● | ● | Work tracking | ● |
| Custom integrations | – | – | – | ● |
| One-time setup | $199 | Free | None (no software) | Free |
| Contract | Monthly | 3 months, then monthly | 3 months, then monthly | Agreed with you |
See the whole flow on made-up requests, with none of your customers' information.
We map your job types, monthly volume, systems and approval rules, and measure where the hours go.
A written quote for that scope, set against your own numbers, with a paid 30-day pilot on one workflow.
Tell us what your desk handles in a month and we will tell you which plan fits, and roughly what it costs.
Ask about pricingBecause agencies differ. An agency sending 100 certificates a month needs a different plan from one checking 300 policies, and human hours cost more than software. We map your job types, volume, systems and the support you want, then quote that scope in writing.
Yes. Start with one workflow and an agreed request allowance, then expand when the results and workload justify it. We suggest a walkthrough on sample data first, then a paid 30-day pilot on that workflow.
One eligible service case processed through an agreed workflow. Ordinary messages and clarifications in the same case are part of that case. Duplicates and retries caused by us are not billed.
Extra completed requests are billed at the rate in your order. If your volume or the complexity of the work changes for good, we recommend a plan change before the scope grows.
AI Automation has a one-time $199 setup fee, which covers connecting your mailbox and configuring your request types, routing and approvals. Setup is free on AI + Human Support and Custom Enterprise. Dedicated Operations Support does not include the software, so there is nothing to set up and no setup fee.
Yes. AI Automation is built for agencies whose own team owns processing, review and approvals.
Yes. Dedicated Operations Support gives you set weekly hours, defined responsibilities and an escalation procedure, with or without AI Automation.
Microsoft 365 and Outlook are standard. Other connections are listed in your order. Custom integrations and systems still in development are included only when we agree them in writing.
No. Your authorized staff keep coverage advice, binding, underwriting decisions and every other licensed activity. Shlix handles agreed administrative workflows and routes exceptions to a person.
AI Automation is month to month unless you choose an annual term, which lowers the price. Plans with our people start with a three-month term so we can train someone on your process; after that they are monthly.
No. Prices are in U.S. dollars and exclude applicable taxes and any separately quoted third-party charges.
Time figures are from a sample month and are illustrative, not a guarantee. A pilot measures your own.