Solo Agent
Perfect for independent insurance agents and solo real estate professionals needing secure document prep.
- 100 PDF Redactions/mo
- Basic Form Merging
- 50 E-Signatures/mo
- Standard TLS Encryption
Agency Pro
Built for growing brokerages. Includes advanced team management, bulk redaction, and audit trail logs.
- Unlimited PDF Redaction
- Advanced Batch Processing
- Unlimited E-Signatures
- AES-256 Storage Encryption
- priority Email Support
Enterprise
For large financial institutions and national agencies requiring custom SLAs, API access, and SSO.
- Dedicated Processing Instance
- SAML / SSO Integration
- Custom SLA & DPA
- REST API Access
- 24/7 Dedicated Account Manager
Explore Core Modules
The SD Brokers PDF platform is built modularly. Dive deep into the specific functions that power our SaaS architecture.
Secure Redaction
Pattern-matching algorithms to detect and permanently erase SSNs, credit cards, and addresses.
View Module Details →Binding E-Signatures
UETA and ESIGN Act compliant digital signature workflows with immutable IP logs.
View Module Details →Policy Compiler (Merge)
Assemble declarations, riders, and invoices into unified, indexed PDF portfolios.
View Module Details →Lossless Compression
Reduce file sizes by up to 80% without degrading scanned signatures or vital fine print.
View Module Details →