ZenTrendy Pricing

Pricing for agencies that want to know their numbers before the next meeting.

ZenTrendy is the financial intelligence layer for modern insurance agencies. Three plans. No complexity. Pick the one that fits your organizational shape and start seeing your business clearly.

Compare Plans

The Philosophy

Simple pricing, on purpose.

ZenTrendy pricing maps directly to organizational scope — not to feature gates, usage limits, or seat counts. Every plan includes the full ZenTrendy platform. The only variable is the scale of the organization you are running it for. Pick your tier. Start seeing your business clearly.

The Plans

Three tiers. One platform. Zero complexity.

Solo Agency
$99/month

One agency. One leadership team. Full financial clarity.

One location. One P&L. One team that needs to know exactly where they stand before every strategy conversation.

Most Common
Statewide Group
$299/month

Multiple agencies. One financial picture.

When you are managing more than one agency, the complexity multiplies. ZenTrendy consolidates it into one clear operational view.

Regional / National
$999/month

Larger platforms. Wider portfolios. Boardroom-ready intelligence.

At this scale, financial intelligence is not optional. ZenTrendy gives your leadership team the visibility they need to make decisions that compound.

Need a larger or more complex deployment?

What You Get

Every plan. Full platform.

ZenTrendy is not glorified Excel. It is a financial intelligence platform that turns a monthly upload into a complete operational picture of your agency. Every plan includes the full capability set below.

Financial Visibility

A real-time view of your agency's P&L, revenue composition, and cost structure — not a spreadsheet you update once a quarter.

EBITDA & Margin Tracking

Know your EBITDA, margin trajectory, and how operational decisions are affecting enterprise value — month over month.

Red-Flag Detection

ZenTrendy surfaces anomalies, cost spikes, and performance deviations before they become problems your CFO finds at year-end.

Trendline Intelligence

Understand the direction your business is moving — not just where it stands today. Identify patterns that compound into strategic advantage.

AI-Generated Narrative Reporting

Turn raw financial data into boardroom-ready narrative reports. ZenTrendy writes the story your numbers are telling.

Boardroom-Ready Exports

Present to your leadership team, investors, or acquirers with confidence. Every report is formatted for the room it is going into.

Buyer Fit

Find your tier in under 30 seconds.

ZenTrendy is designed so the right plan is obvious. If you are unsure, start with the tier that matches your current organizational shape — you can always move up.

Solo Agency
$99/mo

One agency owner. One leadership team.

  • Single-location operator
  • Owner-managed agency
  • Leadership team of 1–5
  • Ready to stop managing by gut and start managing by data
Statewide Group
$299/mo

Multi-agency state operator.

  • 2–10 agencies in one or two states
  • Consolidated P&L across locations
  • Shared leadership or holding structure
  • Needs one view across multiple books of business
Regional / National
$999/mo

Larger platforms. Wider portfolios.

  • Regional or national agency group
  • Complex multi-state portfolio
  • Investor-backed or acquisition-stage organizations
  • Needs boardroom-grade reporting and enterprise-level visibility

Enterprise Pricing

Larger or more complex deployment?

For organizations with complex multi-entity structures, custom reporting requirements, or portfolio configurations that go beyond the Regional / National tier, we offer tailored enterprise arrangements. Talk with us and we will build the right structure for your organization.

Your agency's financial story is already being written. Start reading it.

ZenTrendy gives you the financial intelligence to make better decisions, surface problems earlier, and build an agency that is worth more. Schedule a demo and see what your numbers are actually telling you.

The Full Suite

Three products. One connected intelligence suite.

Each product stands alone. Together, they form the operating system for a modern insurance organization.

ZenClaims
Core Platform

The multi-role claims operating platform

  • Multi-role access across all stakeholders
  • Claims workflow from FNOL to closure
  • Compliance, communication & analytics
From $1.99 PEPMSee pricing
ZenSwept
Intelligence Layer

The AI-powered coverage gap engine

  • 74-mine coverage knowledge base
  • AI gap identification & severity scoring
  • Branded 11-page PDF report output
From $99/monthSee pricing
ZenTrendyCurrent
Intelligence Layer

The financial intelligence layer

  • EBITDA & margin tracking
  • Red-flag detection & trendline intelligence
  • AI-generated narrative reporting
From $99/monthYou are here
Agency SuiteBundle
All-Inclusive Bundle
All three included

All three platforms. One per-location license.

  • ZenClaims + ZenSwept + ZenTrendy
  • Unlimited use within each licensed location
  • Per-location rate scales with footprint
From $3,199/location/moSee bundle