Your account automatically drops to the Starter tier — 1 carrier, 10 Snaps per month. You keep your account and all your data. Nothing gets deleted, and you're never auto-charged. Upgrade to Pro whenever you're ready.
No. The 14-day trial is completely free with no credit card required. You only enter payment details when you choose to upgrade to Pro.
Annual billing is charged once per year at $199/user/month equivalent — a 20% saving over monthly. You can switch between monthly and annual at any time from your account settings.
Add seats anytime from your agency dashboard — each new seat is prorated to your current billing cycle. When you add a new agent, they get their own 7-day full Pro trial before being billed. Remove seats at any time; changes take effect at the next billing date.
Nine homeowners carrier portals today — SageSure, Tower Hill, RVOS, National Summit, Wilson Smith, Homeowners of America, Wellington, Thore Exchange and Bamboo Insurance — filled from AgencyMatrix or EZLynx. The list keeps growing; see the Carriers page, and tell us which carrier you need next.
Yes. 1ClickForm only reads data that's already visible on your screen — we never store carrier portal credentials, access systems you're not already logged into, or transmit data without your explicit action. Every Snap is user-initiated.
Yes — agencies with 10 or more seats can contact us for volume pricing. Enterprise accounts also include dedicated onboarding, admin controls, audit logs, and custom SLAs. Reach out at hello@1clickform.com or click "Talk to sales."
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