Pricing

Plans that grow from solo advisor to enterprise.

Start on the free Starter plan with AI Co-Advisor included. Upgrade to Pro for unlimited work, Team Lead for shared pipelines, and Enterprise for white-label, private knowledge hubs and deep integrations.

View the live subscription catalog with metadata & verification rules.

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Billing cadence

Monthly pricing is selected by default — toggle to annual billing if you prefer a single payment with savings.

Save more with yearly

Starter – Free Forever

For individual advisors getting started with AI Co-Advisor.

₹0 / month

All the basics plus AI Co-Advisor, with limits suited for early-stage advisors who are building their careers.

All core modules: Dashboard, Clients, Policies, Tasks, Schedules & Opportunities
AI Co-Advisor with Pre-Call Briefs, Next-Best-Actions, Write-with-AI & Read Aloud
Limited number of clients, tasks, reminders & messaging (configured per workspace)
No team creation – but you can join any number of teams created by leaders
Installable PWA on Android, iPhone & desktop

For individual advisors exploring AI-first workflows.

Pro

Team Lead

All features for managing teams & growth.

₹499 / month

Paid monthly

Everything in Pro, plus team creation, shared pipelines, leaderboards and growth dashboards.

Everything in Pro – unlimited records & AI Co-Advisor
Create & manage multiple teams (agents, sub-teams, leaders)
Shared tasks, pipelines & renewal boards across the team
Leader dashboards, income & renewal views and gamification / leaderboards
AI Co-Advisor for team-level questions: “Who should my team focus on today?”

For professional agencies, team leads and multi-advisor setups.

Enterprise (Custom)

White-label platform & private knowledge hub.

Custom quote

Tailored to your organisation

For agencies, insurers and organisations that want their own branded inSuraj with private schemes & training.

Everything in Team Lead – for advisors & team leaders
White-label: your domain, logo, themes & sign-in experience
Private Knowledge Hub for your schemes, plans & training material
Manage your own user-base with advanced RBAC & permissions
Custom integrations, SLAs and onboarding support

Included in every plan

• AI Co-Advisor with Pre-Call Briefs, Next-Best-Actions & Write-with-AI.
• Core workspace modules: Dashboard, Clients, Policies, Tasks, Reminders, Schedules & Opportunities.
• PWA-ready, mobile-first UI that works great on phones and desktops.
• Secure multi-tenant backend with role-based access control.
• Email support and guided onboarding resources.

Which plan should I choose?

Starter – if you are just getting started or want to test AI Co-Advisor on a small book of business.
Pro – if you are a full-time advisor with growing clients and you never want to think about limits again.
Team Lead – if you manage a group of advisors and need shared pipelines, leaderboards and team dashboards.
Enterprise – if you need white-label, private knowledge, your own domain and deep control over users and permissions.

•Responsive by design – optimised layouts for mobile & desktop using Tailwind CSS.

•Installable PWA – manifest + icons + offline handling wired, plus in-app install prompts.

•Secure multi-tenant backend with RBAC, event audit trails and API-first architecture.

•Cashfree subscription integration for paid plans, with receipt routing into billing.

•Co-Advisor orchestration layer that talks to clients, policies, tasks, schedules & messages.

•Knowledge Hub & document ingestion for private schemes and training material.

Install it like an app

inSuraj ships with a web app manifest and install prompts, so advisors can add it to their home screen and use it like a native app with offline support.

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