Your Agency's Subscription & Billing Information

Overview

You may view a breakdown of your agency’s costs and discounts for the current billing month in AgencyBloc. Also, learn how to activate your agency’s subscription, update billing information, and cancel your subscription. Please note, only Administrator users can access subscription and billing information.

IN THIS ARTICLE

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Your Agency's Subscription

To view a breakdown of your agency’s subscription costs and discounts for the current billing month, go to the Profile & Settings > Subscription page.

Active Users

Displays the total number and types of active users associated with your agency’s account.

Types:

• Agency Users
• Agent CRM Users
• Agent Statement Users

You can view active users and make changes to users by selecting the ‘Edit’ button in this box. Changes to the number of users will affect the numbers in the Active Users box, as well as your agency’s current statement on the Subscription page. Adding or removing users could affect your agency’s monthly bill.

Contract

If your agency has a contract with AgencyBloc, you will see the minimum number of users, as specified in the contract, and the subscription renewal date. You can view a copy of your contract by selecting the ‘View’ button.

Payment Info

Displays information on your agency’s last payment, including the last payment amount, the last payment date, and paid thru date.

You can also view a copy of your agency’s email receipt from the previous month by selecting the ‘Last Payment’ link. See the Receipt Email section in this article for more details.

Your Current Statement

Displays a breakdown of line-items, price, quantities, and costs. You can see exactly what costs and discounts will be applied to your agency’s account.

Your Current Statement includes details on the following:

• Module selection
• Agency Users (includes tiered pricing)
• Agent CRM Users
• Agent Statement Users
• Email Marketing costs
• API-Requests (Free and Paid)
• One-time fees (OTF)
• Total

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Your Agency's Billing Information

To activate your AgencyBloc subscription or update your payment or billing information, go to the Profile & Settings > Subscription > Billing page.

Note: You must be the account owner or belong to a Security Group with the “Manage Users” Administrative permission to view and modify this information.
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How to activate your subscription
If you are in a trial account and you’re ready to activate your AgencyBloc subscription:

1. Go to the Profile & Settings > Subscription > Billing page.
2. Enter your payment and billing information.
3. Save.
   Upon saving, you will receive additional activation instructions.

Receipt Email

After a successful payment is made, AgencyBloc will send a receipt to your agency’s receipt email. You can add and update your agency’s receipt email on the Billing page. The receipt shows the payment amount, subscription costs and discounts from the previous month.

The costs and discounts in the receipt may not match those on the Subscription page. The statement on this page shows costs and discounts that are actively being applied. These amounts are subject to change until the end of the month. At the end of the month, your agency will be billed for those charges and receive an email receipt as confirmation.

You can view last month’s charges by selecting ‘Last Payment’ in the Payment Info box. Please note, the dates and payment amount in this box will update after your agency has been billed.

Sales Tax

AgencyBloc is required to collect and remit sales tax in a number of US states. Not all states tax the sale of software as a service (SaaS), but it’s becoming increasingly common.

You’ll see a line item for sales tax on your monthly receipt email if you reside in one of the following states:

• Arizona
• Iowa
• Louisiana
• Massachusetts
• Ohio
• Pennsylvania
• South Carolina
• Tennessee
• Texas
• Utah
• Washington

The rate being collected is determined by your billing address. If you need to change your billing information because you don’t actually reside in a taxable state, you can make those changes on the Billing page in AgencyBloc.

Please reach out to billings@agencybloc.com if you have any questions.

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Cancellation Process

If you’re thinking about canceling, please give us a call at (866) 338-7075 or email at help@agencybloc.com. We would love the opportunity to talk to you about your needs from AgencyBloc. We have alternatives to cancellation that can save you money and maximize the benefits of your subscription.

That said, we understand there are many reasons why you might need to cancel. If you are the account owner, you can initiate the cancelation process from the Subscription page.

Note: Per our Terms of Use, you will be required to settle any outstanding balances and cancellation fees on your account to complete the cancellation process.

Download Your Data

After completing the cancellation process, your agency will have until your Paid Thru Date to log in to AgencyBloc and download your data.

You can download your data through any of the following options:

• Standard Reports - Run any of our pre-configured standard reports for quick downloads of your book of business and commissions data.
• Custom Reporting - Build custom reports for more comprehensive downloads.
• Attachment Archive - Request an archive of all your uploaded files.

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Common Questions

Why don’t the charges in my receipt email mirror the statement on the Subscription page? 
Your agency's statement on the Subscription page shows all costs and discounts that have accumulated as of right now. The receipt email shows all costs and discounts that your agency was billed for last month. You can view last month’s receipt email by selecting ‘Last Payment’ in the Payment Info box on the Subscription page.

Can I add additional users after I've subscribed? How does that impact my subscription? 
Yep! Select the ‘Edit’ button in the Active Users box and add the user. The new user will be reflected on your bill.

Can I pay the bill up front, annually as opposed to monthly? 
No. Payments can only occur on a month-by-month basis.