Overview
You may view a breakdown of your agency’s usage 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, Administrator users can access subscription information, but only Account Owners can access billing information.
IN THIS ARTICLE
Your Agency's Monthly Usage Stats
Active Users
Payment Info
Your Agency's Billing Information
Receipt Email
Sales Tax
Cancellation Process
Download Your Data
Common Questions
Your Agency's Monthly Usage Stats
To view a breakdown of your agency’s subscription usage stats for the current billing month.
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. Adding or removing users could affect your agency’s monthly bill.
Payment Info
If you are the Account Owner, you will see a link to view past receipts and your billing cycle and update payment info.
Your Agency's Billing Information
Note: If you're the Account Owner, you will see a link to your agency's billing portal. Only the Account Owner can view and modify your agency's billing information.
How to activate your subscription
If you are in a trial account and you’re ready to activate your AgencyBloc subscription:
- Go to the Profile & Settings > Subscription > Payment Info section.
- Select the link to access your billing information.
- Enter your payment and billing information.
- 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. The receipt shows the payment amount, subscription costs and discounts from the previous month.
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.
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.
Common Questions
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.