ROI Calculator
A win-win for your clients and your team.
A working pro-forma for your agency. Pick a plan, set your assumptions, and see exactly where the money goes.*
Your plan pricing
What your company pays Snug
Your subscription and the wholesale cost of each document package.
| Starter | Team | Network | |
|---|---|---|---|
Included with Starter
| |||
Included with Team Everything in Starter, plus reduced usage fees, a dedicated account manager, single sign-on (SSO), and the ability to purchase subagency subscriptions. Each subagency can have separate branding, payment locations, and agents. You set and keep a fixed override on every transaction. | |||
| Annual Platform Subscription | $3,000 | $7,500 | Custom |
| Annual Subagency Subscription (each) | Not available | $1,000 | Custom |
| Trust packageIncludes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. | $300 | $200 | Custom |
| Will package | $75 | $50 | Custom |
| Quitclaim DeedEvery Trust package includes one Quitclaim Deed at no extra cost. The Quitclaim Deed price applies to any additional deeds. | $175 | $150 | Custom |
Profit projections
Estimate your Year 1 profit
Set your client pricing, sales, and team assumptions to see how revenue splits between your agency and your agents.
Client pricing
You set the final prices that clients pay for a Will or Trust package. Each Trust package your client buys includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed. Defaults reflect the average we see for top-performing businesses on the platform.
Monthly sales projections
Tune these to match your team's mix. Typical productivity ranges from 1 to 5 Trusts per agent per month, with roughly one Will for every five to ten Trusts. You can also estimate volume as a percentage of your primary product sales (e.g., 20% of life insurance purchases convert to a Trust).
Team size for sales projections
Doesn't change your costEvery plan includes unlimited agents. Headcount is only used to estimate per-agent earnings.
Profit split
Set the commission paid to agents. This determines how revenue is split between agents and the agency.
Apply a one-time discount to first-year costs.
Credits
Limited-time offer: account credits that pay the base fees on the Trust and Will packages you issue.
*Profit projections are estimates based on assumptions and should not be interpreted as a guarantee of future performance or actual profit. Each Trust package includes a Revocable Living Trust, Pour Over Will, Certification of Trust, and one Quitclaim Deed.
Ready to see for yourself?
See how Snug works with your brand, your agents, and your clients - in a live demo built just for you.