Before you choose a plan, let’s talk about why it’s worth it.
Agents who subscribe to WealthSmyth aren’t just buying software—they’re buying back time, momentum, and focus. Whether you're closing your first policy or building a team, WealthSmyth helps you move faster, maintain your independence (you own your data!) and keep everything in one place (no more spreadsheets!).
Your trial gave you a preview. Now it’s time to choose a plan that fits where you’re headed next.
How to Choose the Right Plan for You
WealthSmyth was built to meet you where you are—whether you're brand new or leading a growing team. Each plan is designed to unlock the tools you need right now while giving you room to grow.
Plan | Best For | Core Value |
🟢 Essentials | New agents | Fastest path to your first $1K (Net License). Higher success rates. |
🔵 Standard | Licensed solo producers or small teams | Pays for itself with one policy. Stay organized, write more business. |
🟠 Professional | Team builders & agency leaders | Full visibility across your team. Build your team at scale. |
How to Subscribe (Step-by-Step)
Once you've chosen your plan, here's how to activate your subscription and keep your data.
Log in to your account
Go to app.wealthsmyth.ai and use the same email you used for your trial.Click Your Name and then “Manage Plan”
You’ll find this at the top of your screen.Pick the plan that fits your role
Each plan includes everything from the level(s) below.Select monthly or annual billing
Save 20% on all annual plans.Add your payment info and confirm
Your trial data stays intact. You won’t lose a thing.
How to Extend Your Essentials Trial
Unlicensed Representatives are automatically placed on an Essentials trial, while Associates and above receive a Professional trial.
If you're on an Essentials trial, you can extend it once, from 14 to 28 days by adding a credit card at any time during your trial.
Here's how to activate your Essentials trial extension:
Click your name in the upper-right and select “Manage Plan.”
Confirm you are on an Essentials trial by checking that the green “Trial in Progress” tag appears above the Essentials plan.
Choose “Billing” from the left navigation
In the popup window, select "Payment Methods"
Enter your credit card details to unlock the full trial period.
NOTE: Your card won’t be charged now. Your subscription will start automatically at the end of the 28-day trial unless you cancel before then.