Invoice Software for Insurance Agent / Brokers

Built for insurance agent / broker-class invoicing: 3 ready-made line items, 0% deposit field, Net 30 terms, payment links via Stripe. Free tier, Pro $45/mo.

Avg invoice
$1,850
Net terms
30 days
Deposit
0%
Free plan
Yes

Built-in defaults for Insurance Agent / Brokers

Every invoice you create starts with the line items insurance agent / brokers actually use. No re-typing, no guessing line labels.

  • Broker fee — flat
  • Policy commission — pct
  • Audit / risk consult — flat

Licensing & compliance

State insurance license required (Property/Casualty, Life/Health, etc.). Producer continuing-education and appointments by carrier.

Profession averages

Average invoice
$1,850
Standard payment terms
Net 30
Typical deposit
0%
BLS code
41-3021

Insurance Agent / Brokers by state