Pricing
Start free. Upgrade when you're ready. Every plan includes HIPAA-compliant intake, SOA generation, and electronic signatures.
Simple, Transparent Pricing
Start with a free trial. Scale as your team grows with volume discounts for agencies and enterprises.
New to EnrollSure™? Get $20 off your first subscription!
Use code FIRST20 at checkout.
Trial
Try EnrollSure™ risk-free
- 1 client survey completion
- SOA & summary PDF generation
- Agent microsite & reviews
- Bilingual EN/ES support
Pro
Save $110/agent vs monthly
For individual agents & small teams
- Unlimited survey completions
- Per-seat team billing
- CSV client upload & CRM integration Beta
- Everything in Trial, plus more
5+ Agents
Volume pricing for agencies
- Everything in Pro
- Volume discounts
- Multi-agent management
- Priority support
Enterprise
For organizations with 50+ agents
- Everything in Agency
- Volume pricing
- Dedicated account manager
- Custom onboarding & training
Frequently Asked Questions
Is there really a free trial?
Yes. Every new account starts on a free trial that includes one complete client survey with SOA and summary PDF generation — enough to run a real client through the entire workflow before paying anything.
What counts as a "seat"?
A seat is one active user in your organization. Solo agents need one seat. Agencies add a seat for each agent on their team — billing adjusts automatically as you add or remove team members.
Can I switch between monthly and yearly billing?
Yes. You can switch billing intervals anytime from the billing portal. Yearly billing saves roughly 30% compared to month-to-month.
Is EnrollSure™ HIPAA compliant?
Yes. All plans include the same HIPAA-compliant infrastructure: encrypted PHI storage, tamper-evident audit trails, Business Associate Agreements with our hosting and email providers, and CMS-ready SOA documentation.
What happens to my data if I cancel?
Your compliance records are retained per CMS and HIPAA retention requirements, and you can export your submissions and signed documents before canceling. We never hold your compliance documentation hostage.
Do you offer agency or enterprise discounts?
Yes. Teams of 5+ agents get volume pricing, and organizations with 50+ agents get custom enterprise terms with a dedicated account manager. Contact us for a quote.
Still have questions? Contact us — we answer fast.
Try EnrollSure™ Free
Run a real client through the full workflow — survey, SOA, and signatures — before you pay a dime.
Start Free Trial