Renata plans

A clearer next call, at every stage.

Start with a focused view of your renewal book, move into a full broker seat, or bring Renata to an entire agency.

Built for the renewal window

Renata turns public filing signals into a ranked starting point for your next broker conversation.

Pick your starting point

One signal foundation. Three ways in.

Starter
A focused first look at the renewal signals in your book.
Free
  • Explore the public-record signal model
  • See how renewal windows are prioritized
  • No credit card required
Pro
Most brokers start here
The complete Renewal Signal Scanner for one benefits broker.
$149/month

per broker seat

  • Ranked renewal pipeline with In-Play Score
  • Per-company scoring breakdown: window, fit, spend, freshness
  • Renewal-window alerts and outreach context
  • Mid-market employer coverage from public DOL filings
Start Pro

Billed monthly. Cancel anytime.

Agency
A tailored rollout for teams managing a broader book of business.
Custom
  • Everything in Pro, shaped to your agency workflow
  • Multi-seat book and rollout planning
  • Shared success conversations with the Renata team
  • Pricing aligned to your agency scope
Public-record signals, clearly explained
No credit card required for Starter
Pro is one transparent monthly seat

Agency pricing is scoped after a conversation about your book and rollout.

Choose the right starting point

Every tier starts with the same public-record signal foundation.

FeaturesStarterProAgency
Signal foundation
Public DOL filing signalsIncludedIncludedIncluded
Renewal-window prioritizationIncludedIncludedIncluded
Workflow depth
Scoring methodologyPreviewFullFull
Broker seatExplore1 seatMulti-seat
Agency rollout planningNot includedNot includedIncluded
Support path
Account accessIncludedIncludedIncluded
Renata team conversationNot includedNot includedIncluded

Ready for the next call?

Start with the plan that matches your book today.

You can begin with Starter, move into Pro when the signal is useful, or tell us what an agency rollout needs.

Create your account