Cancellation & Refund Policy
Last updated: 23 September 2025
We want you to be completely satisfied with our insurance proposal software. This policy outlines the terms for subscription cancellation and refunds for our digital services.
How to Cancel
- Log into your account dashboard
- Navigate to "Subscription Settings"
- Click "Cancel Subscription" and follow the prompts
- You'll receive a confirmation email once cancellation is processed
When Cancellation Takes Effect
End of Billing Cycle
Your subscription will remain active until the end of your current billing period. You can continue using all features until then.
What Happens After Cancellation
- Access to premium features will be disabled
- Your data will be retained for 90 days for potential reactivation
- You can export your client data before the retention period ends
- No future charges will be processed
Risk-Free Trial
You can cancel your free trial at any time during the trial period with no charges.
- Cancel anytime during your free trial period
- No credit card charges if cancelled before trial ends
- Immediate account deactivation upon free trial cancellation
- All trial data will be removed after cancellation
Important Note
As a digital software service, all payments are generally non-refundable once the service has been provided.
When Refunds May Be Considered
- Technical issues that prevent service usage for extended periods
- Billing errors or duplicate charges
- Service outages exceeding our uptime guarantees
- Exceptional circumstances reviewed on a case-by-case basis
Refund Process
Contact Support
Email us with your refund request and reason
Review Process
We'll review your case within 5-7 business days
Resolution
Approved refunds processed within 10-15 business days
Before initiating a chargeback with your bank or credit card company, please contact our support team. We're committed to resolving any billing concerns promptly and fairly.
Common Billing Issues We Can Resolve
- Unrecognized charges on your statement
- Duplicate or incorrect billing amounts
- Failed cancellation processing
- Plan upgrade/downgrade billing questions
Upgrading Your Plan
- Immediate access to new plan features
- Pro-rated billing for the upgrade difference
- Credits reset to the new plan allocation
Downgrading Your Plan
- Changes take effect at the next billing cycle
- No partial refunds for plan downgrades
- Access to current plan features until cycle ends
90-Day Grace Period
Your account data is retained for 90 days after cancellation, allowing easy reactivation.
- Reactivate anytime within 90 days of cancellation
- All your client data and proposals will be restored
- No setup fees for account reactivation
- Resume with your preferred subscription plan
Our support team is here to help with any cancellation or billing questions:
Email: [email protected]
Mobile No.: 7600081409
Response Time: Within 24 hours during business days
Subject Line: Include "Cancellation" or "Refund Request" for faster processing