Renewal season, without chasing loss runs by email
A space per client for renewal documents, team chat, review calls and booking, at one price per person.
Feature by feature · What your stack costs · A day in Missived · Start on the Free plan.
What each tool lists, next to Missived
Every tick comes from the company's own website; the small number links the page.
| Feature | MissivedBusiness | Applied EpicAgency management | AMS360Agency management | HawkSoftAgency management | SlackTeam chat | Zoom WorkplaceVideo calls | Docusign eSignatureE-signature |
|---|---|---|---|---|---|---|---|
| Client portal | Add-on$5 per portal licence a month | Included1 | Included2 | Not listed | Not listed | Not listed | Not listed |
| Messaging with clients | Add-on$5 per portal licence a month | Not listed | Not listed | Included (listed as: texting)10 | Included (listed as: Slack Connect, Pro)5 | Not listed | Not listed |
| Team chat | Included | Not listed | Not listed | Not listed | Included5 | Included6 | Not listed |
| Chat shared with other companies | Included | Not listed | Not listed | Not listed | Included (listed as: Pro)5 | Not listed | Not listed |
| Video meetings | Included | Not listed | Not listed | Not listed | Included (listed as: huddles)5 | Included13 | Not listed |
| Call recording | Included, on request | Not listed | Not listed | Not listed | Not listed | Included (listed as: cloud, Pro)13 | Not listed |
| Booking pages | Included | Not listed | Not listed | Not listed | Not listed | Included (listed as: 1 page; Business for more)6 | Not listed |
| E-signatures | Coming soon | Not listed | Not listed | Add-on11from its Marketplace | Not listed | Not listed | Included8 |
| Tickets / help desk | Add-on$5 per agent a month | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| File sharing | Included | Not listed | Not listed | Not listed | Included5 | Included6 | Included (listed as: agreement storage)8 |
| Dashboards | Included | Included1 | Included2 | Not listed | Included (listed as: usage analytics, Pro)5 | Included (listed as: reporting, Pro)6 | Included (listed as: reporting)8 |
| Tables you design | Included | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Workflow automation | Included | Included1 | Included2 | Not listed | Included (listed as: Pro)5 | Included6 | Included (listed as: IAM plans)8 |
| Single sign-on (SSO) | Included | Not listed | Not listed | Not listed | Included (listed as: Business+)5 | Included (listed as: Business)6 | Included (listed as: Enhanced plans)8 |
| Audit log | Included | Not listed | Not listed | Not listed | Included (listed as: Enterprise+)5 | Included (listed as: Pro)6 | Not listed |
| Encrypted at rest | Included | Not listed | Not listed | Not listed | Included12 | Not listed | Not listed |
| Lowest listed price per person a month | $8.00billed yearly ($10 monthly) | Not listed | Not listed | Not listed | $7.25 per user, paying annually (Pro)5 | $14.16 per user, billed annually (Pro)6 | $30 per user, billed annually (Standard)8 |
✓ = included, as the vendor's own site lists it— = not listed on the vendor's public site, Nov 2026Add-on = paid extraSmall print = the plan or wording the vendor lists
What you pay for today, and what Missived costs
Each price is the one the company lists on its own site, billed yearly where offered.
| Tool | What it's for | Their published price | In Missived |
|---|---|---|---|
| Slack Pro | Team chat | $7.25 per user a month, billed annually5 | Channels, threads, DMs and voice rooms. |
| Zoom Pro | Video calls | $14.16 per user a month, billed annually6 | Meetings clients join from a link. |
| Calendly Standard | Booking | $10 per seat a month, billed yearly7 | A booking page per person. |
| Docusign eSignature | E-signature | Standard $30 or Business Pro $45 per user a month, billed annually8 | Built; switches on after legal review. Not in the total. |
| Applied Epic | Agency management | Pricing on request1 | Client spaces for renewals, chat and dashboards. Not in the total. |
| AMS360 | Agency management | Pricing on request2 | Renewal requests, booking and the help desk. Not in the total. |
| HawkSoft | Agency management | Pricing on request3 | Client spaces and the team's chat. Not in the total. |
| EZLynx | Agency management and rating | Pricing on request4 | Client spaces and renewal requests. Not in the total. |
Per person, per month
Slack Pro + Zoom Pro + Calendly Standard at their listed annual prices$31.41
Missived Business, billed annually, which does all of those jobs$8.00
Add a Client portals licence ($5 per portal licence a month, or $50 a year) for each person who works with clients in portals, and a Tickets seat ($5 per agent a month, or $50 a year) for each person who answers requests. Your clients and the people who only ask for help are free. The questions below say what Missived doesn't do.
A Monday for an account manager, in Missived
Casey, account manager at a 20-person agency writing commercial P&C and benefits. A made-up day; features still being built are marked Coming soon.
Dashboard first
Six renewals in the next 60 days, two clients owe loss runs, one review booked.
Loss runs from a client
A request with a due date; Missived sends the reminders.
A renewal review booked
The client picked a time on Casey's booking page.
A recorded enrollment call
Employees join from a link. Everyone sees it's recorded.
With the wholesaler
A hard-to-place risk worked in a channel shared with the wholesaler.
Renewals in a Table
Renewal dates, carriers and producers, with a view per producer.
What your agency would use
Real screenshots, in a demo workspace with made-up people.
A private space for every client
Messages, documents and renewal requests for each client. Clients sign in with an emailed link.
A help desk for the agency
Carrier-portal logins and IT requests go to a queue, with owners and response targets.
Being built next
Send email and log calls on the client's timeline Coming soon
Send as your own address from Missived, with email filed on the right client's timeline. Connect your firm's own phone provider (Quo first, then Dialpad and Aircall) and calls and texts with known client numbers are logged there too. Nothing unrelated is kept. Bcc and forwarded-email logging are already available.
More workflow steps and integrations Coming soon
Workflow steps for tickets, client requests, meetings and more, plus assistant and API access. The workflow editor and core engine are available on Business today.
Our promise: we never sell or share your data or your clients' data, and there are no ads or trackers. Every workspace is encrypted at rest with its own key (encrypted on our servers, not end-to-end). The privacy promise · Security
One price per person, instead of one per tool
Pay for your team, not for each app. Add-ons go on the same subscription.
Business
$10 per active user/mo at every size
$8.00 per active user/mo, billed yearly. Channels, calls, meetings with outside guests, Tables, dashboards, booking pages and single sign-on, with a named account rep. Client portals are the add-on beside it.
Client portals
$5 per portal licence a month
Or $50 a year. Only the staff who work client portals need a licence; your clients are free.
Free trial: 14 days, up to 5 portal licences, once per workspace, no card.
Tickets
$5 per agent a month
Or $50 a year. Only the staff who answer requests need a seat; people who ask for help are free.
Free trial: 14 days, up to 5 agents, once per workspace, no card.
Over 50 people, or want your own dedicated servers? Enterprise is $20 per user/mo on your own dedicated instance. Prices in US dollars, from our pricing page.
Move over with the person who builds Missived
Cody West started Missived and takes these calls. Bring the tools you pay for today and we'll plan the move; clients come over by an emailed invite, no app to install.
Book a time with CodyStart free
Start on the Free plan, with no card required. Or pick a time here:
What agencies ask
What moves into Missived?
Client spaces with renewal requests, producer and service chat, wholesaler channels, review calls, booking, renewal Tables, dashboards, workflows and a help desk.
Do I still need an agency management system?
Yes. Missived doesn't hold policies, download from carriers, rate, issue certificates or do agency accounting.
Where each claim comes from
Each line is the page we read, as listed on that company's site in November 2026. Product names are their owners' trademarks; Missived isn't affiliated with any of them.
- Applied Systems: Applied Epic. www1.appliedsystems.com/en-us/solutions/for-agents/agency-management-system/applied-epic, as listed on Applied Systems's site, November 2026.
- Vertafore: AMS360. www.vertafore.com/products/ams360, as listed on Vertafore's site, November 2026.
- HawkSoft: Home page. www.hawksoft.com/, as listed on HawkSoft's site, November 2026.
- EZLynx: Pricing. www.ezlynx.com/pricing/, as listed on EZLynx's site, November 2026.
- Slack: Pricing. slack.com/pricing, as listed on Slack's site, November 2026.
- Zoom: Pricing. zoom.us/en/pricing, as listed on Zoom's site, November 2026.
- Calendly: Pricing. calendly.com/pricing, as listed on Calendly's site, November 2026.
- Docusign: Pricing. ecom.docusign.com/plans-and-pricing/esignature, as listed on Docusign's site, November 2026.
- the NAIC: Cybersecurity. content.naic.org/insurance-topics/cybersecurity, as listed on the NAIC's site, November 2026.
- HawkSoft: Text messaging. hawksoft.com/agency-management-system/tour/text-messaging/, as listed on HawkSoft's site, November 2026.
- HawkSoft: E-signature. hawksoft.com/agency-management-system/tour/esignature/, as listed on HawkSoft's site, November 2026.
- Slack: Security. slack.com/trust/security, as listed on Slack's site, November 2026.
- Zoom: Zoom Workplace Pro. www.zoom.com/en/products/collaboration-tools/zoom-workplace-pro/, as listed on Zoom's site, November 2026.