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.
We currently support the major personal lines carriers including Travelers, Nationwide, Progressive, Safeco, and others. The carrier list is growing continuously. Pro and Enterprise users can request carrier additions — we typically turn these around in 2–4 weeks.
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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