Learn how to effectively remove user access and modify your subscription plan to maintain security and ensure your insurance agency runs smoothly.
Removing the User's Access
- Navigate to the agent's screen from the dropdown under the agency name in the top right corner.
- Click "Actions" then "Edit" for the user you wish to remove.
- Scroll down to "Account and Permissions".
- Click the box at the end of [Active and has username but you can remove the username if you click this checkbox].
- Scroll to the bottom and update.
Note: You can leave the user active if you would like the agent's name to still be attached to your account. Alternatively, you can archive the user as well.
Modify Subscription Billing
Depending on the type of billing you are on, whether it be the old grandfathered-in plans or one of Momentum AMS new pricing plans, will determine how you would adjust your billing. Below are the step-by-step instructions depending on which plan you are on.
Annual Subscriptions
If you are enrolled in a paid annual (PIF) subscription, you can remove user access at any time without issue. However, please notify us if you intend to increase or decrease the number of user slots, so we can adjust the proration accordingly. We cannot reduce the number of user slots until access has been removed.
To modify your total subscription users, please send your request to help@nowcerts.com or call our billing line at (801) 999-0550, option 2.
Subscription Plan Adjustments
- Navigate to the "Subscription & Payments" screen from the dropdown under the agency name in the top right corner.
- Adjust the plan or number of agents as needed.
- Click "Modify Subscription."
- Follow the prompts for Stripe.
Subscription & Payment Screen for New Pricing Plans
Subscription & Payment Screen for Grandfathered Old Plans
If you have any questions, please contact our billing support at support@nowcerts.com or call us at 1-801-999-0550 ext 2.