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Founding Agency Program · 10 spots

The agencies that launch with us
shape what comes next.

We're accepting 10 founding agencies to launch alongside Koffyr. Founding agencies get the full platform at a locked rate, white-glove onboarding, and a direct line to the product team — in exchange for honest feedback and (optionally) a reference at year one.

The call is a conversation, not a sales pitch. We'll walk through your COI workflow and confirm this is a good fit before anything is committed.

What founding agencies get

The full platform. Locked rate.

This is not a beta program. The platform is live. Founding agencies get everything that exists today — plus what ships while they're a founding member.

Locked annual rate — for life

CORE-tier features (unlimited COIs, all four modules, custom subdomain, API and webhooks) at the STARTER annual rate: $948/yr, billed once at signup. That rate is locked for as long as your account is active — it does not reset at renewal, and it is not subject to future price increases.

White-glove onboarding

We import your book from a CSV export of your AMS, configure your certificate templates, set up your coverage rules, and stay available on Slack until your team is issuing COIs confidently. Most agencies are live and running within a week.

Monthly founder call

Thirty minutes with the founder, every month, for the first year. Your agency's real workflow — the exceptions, the edge cases, the things the demo didn't cover — drives the next month's priorities.

Direct roadmap input

Founding agencies get first look at upcoming features before they ship, and the first opportunity to veto decisions that would break your workflow.

Reference clause

At the end of year one, we'll ask whether we can share your agency's story — what you were doing before, what changed, what the numbers look like. You decide what, if anything, we publish. There is no obligation to be named publicly.

Founding rate
$948 /yr

Billed once at signup. That's $79/mo equivalent — CORE-tier features (unlimited COIs, unlimited users, all modules, custom subdomain, API and webhooks) at the STARTER annual rate. Locked for life.

CORE tier published rate: $159/mo annual ($1,908/yr). Founding discount saves $960/yr.

Cohort size
10 spots total

We're keeping the founding cohort small so every agency gets real onboarding attention and the monthly calls are actually useful. When the 10 spots fill, the program closes. Applications will re-open at a future date with different terms.

Who qualifies

Commercial-lines agencies doing real COI volume.

This is not a fit for every agency. We're looking for specific ones.

  • Independent commercial P&C agency — 3 to 30 employees
  • Book has meaningful COI volume: recurring certificate holders, GC relationships, or a commercial-lines mix where COIs come in batches
  • Willing to onboard within 30 days of signing
  • Willing to share honest feedback on what's working and what isn't
  • Open to a reference conversation at the end of year one
How the program works

From call to live in a week.

01

15-minute call

We talk through your COI workflow, your AMS, your team size. We confirm it's a fit. You ask anything you want.

02

Founding agreement

A one-page agreement covering the rate, the onboarding scope, the reference clause, and the monthly call commitment. No lawyers required.

03

Onboarding week

We import your book, configure your templates, set up your subdomain, and run your first live COI together.

04

Ongoing

Monthly call with the founder. Direct Slack access. New features as they ship. Rate locked for the life of your account.

Questions

The honest answers.

Is this a beta program? +
No. The platform is live and billing. Founding agencies use the same product as any other paying customer — they just get it at a locked rate with more onboarding support and a direct line to the founder.
What happens at the end of year one? +
Your account continues at the same locked rate — indefinitely. Year two auto-renews at $948/yr. The monthly founder calls and onboarding-level support step down after the first year, but the rate and the direct Slack access stay.
What does the reference clause actually require? +
Nothing. At the end of year one, we'll have a conversation about whether you're comfortable with us sharing your agency's story — what you were dealing with before, what's changed. You decide whether we can use your name, a quote, or nothing at all. There is no obligation written into the agreement.
What AMS do I need? +
None. Koffyr works alongside any AMS or without one. For onboarding, we'll pull your insured book from a CSV export of whatever you're using today — HawkSoft, EZLynx, AMS360, or a spreadsheet.
How long does onboarding take? +
Most agencies are issuing their first live COI within a week of signing. We handle the book import, template configuration, and subdomain setup. Your team needs to block about two hours for a walkthrough session.
What if it's not working after 90 days? +
Email us and we'll cancel. No partial-period refund, but no penalty either. We'd rather lose the revenue than have a founding agency on the reference list who isn't happy with the product.
10 spots · applications open

Apply with a 15-minute call.

The call is a conversation, not a pitch. We'll walk through your workflow and confirm the fit before anything is committed. Book directly on the founder's calendar.

WHAT TO EXPECT
  • A walk through your current COI workflow (5 min)
  • A live look at how Koffyr handles your specific case (5 min)
  • Your questions — pricing, migration, AMS compatibility (5 min)
  • A clear yes or no on whether we're a fit, on the call

Prefer email first? hello@koffyr.com — we'll reply within one business day.