Ledger

Simple, Affordable, Reliable.

Frequently asked questions

Everything you need to know before getting started.

How much does Ledger cost?

Ledger is $30/month, flat — no per-lead fees, no hidden tiers. You can cancel anytime from the Billing page.

Is there a free trial?

Yes. Every new account gets a 5-day free trial with full access, and you don't need to enter a card to start it.

Can I cancel anytime?

Yes. Manage or cancel your subscription anytime from the Billing page in the app — no phone calls, no forms.

Is my data secure?

Your leads are stored in a Postgres database with row-level security, so only your account can ever read or write your own data.

Can I import my existing leads?

Yes. Ledger supports CSV import from spreadsheets and most lead vendors — just upload a file and we'll match the columns automatically.

Who is Ledger built for?

Ledger is built specifically for insurance agents to track leads, dispositions, and follow-ups — not a generic CRM stretched to fit.