Subscription

This section displays your current subscription.  The trial subscription period is 14 days.  After that time, your account will be locked, and you will only have access to the Dashboard.  To unlock your account, select a paid subscription level from your Account Profile.  There are three paid subscriptions to choose from.  Each subscription level allows up to a specific number of clients and each client can have multiple policies.  You can upgrade or cancel your plan at any time.

Edit

1. Click the Account icon .
2. Click Account Profile.
   
3. Click the edit icon  in the Subscription section.
4. Select a new plan.
5. Enter your password.
6. Click SAVE.

Cancel Your Subscription

1. Click the Account icon .
2. Click Account Profile.
3. In the Subscription section, click Cancel Subscription.
4. Type CANCEL to confirm.
5. Enter your password.
6. Click CONTINUE.  Cancelling your subscription will permanently delete all data. There are no refunds for partial months.

• Related Articles

• Account Profile Overview

  Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...

• Additional Users

  Each subscription is for one user. Additional Users are allowed for inputting information only. The number of additional users depends on the subscription level. Each additional user has their own username and password. Additional users have access ...

• Credit Card

  Subscription to the Service requires a valid credit card or debit card for our third-party payment processor to retain for billing and payment purposes. We do not receive or store payment information. You can change your credit card information any ...