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Getting Started with the U-Rite Lite Plan

Subscriptions

Getting Started with the U-Rite Lite Plan​

Users often want a quick way to access U-Rite’s core modeling tools without committing to a full subscription. The U-Rite Lite plan provides a streamlined version of the platform designed for users who need essential underwriting capabilities with minimal setup.

How to Sign Up for U-Rite Lite​

Step 1: Visit the U-Rite Dashboard​

  1. Navigate to the U-Rite Dashboard.
  2. Click Sign Up.

Step 2: Choose the U-Rite Lite Plan​

  1. When prompted to select a plan, choose U-Rite Lite.
  2. Review the plan details.

The Lite plan includes the core features needed to:

  • Build underwriting models
  • Enter assumptions
  • Run basic underwriting calculations

Step 3: Register or Log In​

You will be prompted to either create a new account or log in using your work email.

If creating a new account:

  1. Enter your registration information.
  2. Check your inbox for a verification email.
  3. Click the verification link to confirm your email.
  4. After verification, you will be redirected to the Dashboard to complete registration.

Review the Lite Plan Summary​

Before activation, confirm what is included with U-Rite Lite:

  • Core modeling workflows
  • Limited feature access compared to higher tiers
  • Limited properties per model
  • Ability to create and run a limited number of underwriting calculations

In many cases, no billing information or add-ons are required if Lite is organization-provided or offered as a free tier.

Activating Your U-Rite Environment​

Once signup is complete, your environment activates immediately. You can:

  • Download the Excel Add-In
  • Create a new model
  • Explore the Dashboard
  • Begin building and reviewing underwriting files

Need Help or Want to Upgrade?​

If you have questions about what is included in Lite or would like to upgrade to a full subscription later, contact:

support@u-rite.com

Support can help with plan details and upgrades.