Insured OS Core
Your sales engine and client care, with compliance checks built in. Required. Pricing coming soon.
Insured OS pricing
Start with Core. Add what you need. Or get everything.
Prices are being set with our pilot agents. Here's how it all fits together.
Your case trackerSample
Every next step, in sight.
06Calls today
02Meetings
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
In short
A little context
Insured OS pricing is coming soon. Core is the base every agent needs. Growth, Studio, Recruit and HQ add on top, and All Access includes all five, as each ships, on one yearly plan for one agent. Single products include 12 months of updates. Book a call or join early access to hear first.
01The products
The products
Insured Growth
More of the right clients, without becoming a marketer. Pricing coming soon.
Insured Studio
YouTube and short videos, edited for you. Pricing coming soon.
Insured Recruit
Find, license and launch new agents, and keep them. Pricing coming soon.
Insured HQ
Lead your whole team or IMO from one place. Pricing coming soon.
02All Access
Insured All Access
All five products. Everything we add. One yearly price. Core is in pilot now; the other four arrive as each one ships. Pricing coming soon.
All five products, each as it ships
Every update and new feature while your plan is active
One agent per plan. Team pricing is coming soon.
Your case trackerSample
Every next step, in sight.
06Calls today
02Meetings
03Ready to review
GT
The GarciasPhone interview done
On trackJW
James W.Annual review due
AT
Alex T.Records requested
03Comparison
Compare what's included
| Included in your plan | Core | Core plus add-ons | All Access |
|---|---|---|---|
| Insured Sales: lead to pending case | Included | Included | Included |
| Insured Care: Welcome, reviews, lapse rescue | Included | Included | Included |
| Built-in CRM and compliance guard | Included | Included | Included |
| Growth: website, social, ads, email | – | With Growth | Included |
| Studio: YouTube and video editing | – | With Studio | Included |
| Recruit: recruiting and licensing | – | With Recruit | Included |
| HQ: team dashboard and coaching | – | With HQ | Included |
| Updates | 12 months | 12 months each | Always, while active |
04Setup
Choose how you get set up
Every setup starts with a 20-minute interview you can do by voice. Done with you includes your first Community month free. Done for you includes your first three Community months free.
Do it yourself
The system, a written setup guide, short install videos and the skill creator. Suits: Agents happy to follow clear steps at their own pace. Pricing coming soon.
Done with you
Everything in Do it yourself, plus a 60-minute session where our team sets it up with you. Extra calls available. Suits: Agents who want a guide beside them. Pricing coming soon.
Done for you
We meet, gather everything, set it all up and hand it over working. Suits: Busy producers and owners with no time to spare. Pricing coming soon.
05Ongoing help
Ongoing help
The Insured OS Community is coming soon, monthly and open to any agent. Members get a free GoHighLevel account while they're members; usage costs like texting, email and phone are theirs. Done-for-you video editing and social media have a waitlist for now.
Your next step
Be first to hear prices.
Not sure what you need? A 20-minute call will show you which parts fit. Insured OS works inside Claude, the AI assistant made by Anthropic. Insured OS is a product of Cascaide LLC and is not affiliated with or endorsed by Anthropic.
07Straight answers
Questions you might have
Is Insured OS a subscription?
Single products are planned as one-time purchases with 12 months of updates, then an optional yearly update plan. All Access is yearly. The Community and done-for-you services are monthly.
Which Claude plan do I need?
A paid Claude plan for the full system, which runs in Claude's desktop workspace. Claude's plans and prices are set by Anthropic and can change, so we help you pick one on your call.
Can I switch to All Access later?
Yes, that's the plan. Your files, voice and settings carry over. We'll publish how upgrades work when prices go live.
Is there team or IMO pricing?
Team pricing is coming soon. Book a team demo and we'll talk through your team's size and needs.
What is your refund policy?
It will be published on our refunds page before sales open.