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Removing Users / Accounts
A user / account will be removed if you change a user's status to Inactive. We do not offer refunds, but you will receive prorated account credit if you remove a user during the month you've already paid for. For example, if you inactivate one of your two users halfway through the month, you will receive 50% off $70.00 ($35.00) credit to your account. Your next month's charges will be for one user at $70.00, with your $35 credit applied for a net charge of $35.00. The month after that will resume at $70.00.
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ACH Transfer Discount
We offer the ability for you to pay directly from your bank via ACH transfer. If you are interested in setting this up, please reach out to our support chat and we can begin that process immediately. If you pay your monthly AgencyRoot Platform subscription via ACH, we are pleased to offer you $10 off for each individual user at your agency. For example, 3 users without ACH would be $210/month (3 users @ $70 ea.), but with the ACH discount, your cost would be $180/month (3 users @ $60 ea.).
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Additional Charges
We will not charge you for anything additional without you agreeing to it. We offer many add-on tools that will help your Agency with quoting and overall management.RainfallPro Quoting Tool
RainfallPro Producer Mobile App
LRP/DRP Daily Quote Notifications (emails)
CommissionPro
Consulting
Bulk SMS
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