Member Agreement

General

For any questions or concerns about our billing policy, please contact BrokerCEO by clicking here or calling our offices.
Payment Methods

BrokerCEO accepts payments via credit card. GA's and multi-broker Agencies may in certain cases pay via check if so agreed in advance in writing. Payment by check is on a per customer basis and must be agreed to by BrokerCEO. All payments are required in US dollars. BrokerCEO accepts American Express, MasterCard, Discover and Visa.

All accounts are 30 day prepay accounts. Payment must be received by BrokerCEO prior to the activation of the account.

A valid credit card or debit card must remain on file for reoccurring monthly membership fees. Reoccurring charges are generated automatically and charged to the credit or debit card on file per the original agreement.

It is the customers responsibility to keep BrokerCEO updated with a current email address, phone number and credit or debit card expiration date.

Invoice and payment history are available upon request.

Billing Cycle

Credit Card Billing
All credit cards are automatically charged on the customers specific billing cycle. The billing cycle is based upon the day the customer first signed up for BrokerCEO. If the credit card is declined, BrokerCEO will attempt to charge the card on file for 30 days.

Late Fee
If an account is more than 30 days past due a late fee will be accessed. Multiple attempts to contact the customer will be made prior to accessing a late fee.

Collections
After a customer account has been delinquent for 60 days it will be deactivated. Once deactivated, the customer will not be able to recover any files. The account record and delinquent balance is then passed on to a third party collection agency. Reactivation of the customers account past the 60 period will require paying the on-time setup fee.

Disabled Account
All accounts 60 days past due will be disabled until the full balance is paid. During this period all access will be suspended and all data will be unavailable.

Late Fee
BrokerCEO charges a $20.00 late fee for accounts 31 days past due.

Charge backs
If a customer initiates a charge back BrokerCEO will suspend the account until the matter is resolved. Charge backs to avoid payment will result in a $75 fee to the customer.

Refunds

BrokerCEO does not issue refunds.

Cancellations

All cancellations must be made verbally through a BrokerCEO account representative. Written, and verbally confirmed, cancellations are preferred. Email cancellations are not accepted for security reasons (such as fraudulent cancellations). All cancellations will take effect on the final day of the billing period in which the verbal cancellation request was received.

Canceling a credit card does not constitute a cancellation.

Canceled accounts with balances must be settled in full before the account will be permanently closed.

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