Help and support

Common questions

How do I send certificates from my phone?

Tap a button on the Get started page. Your mail app opens with the subject filled in. Attach PDFs or photos and send.

Which files work?

PDFs from the insurance agent read best. Photos (JPG or PNG) work too. If your iPhone saves HEIC, choose "Most Compatible" under Settings → Camera → Formats, or just attach from the Mail app, which usually converts them.

Something on my report looks wrong.

Reply to the report email and tell us which line. Items we couldn't read clearly are already marked for review. We'll correct it and send an updated report.

An agent says they got too many emails.

We send one renewal request when a policy is within 30 days of expiring, then at most one follow-up a week. Anyone can reply STOP and we stop emailing them.

How do I cancel?

Email us with "Cancel" in the subject. You won't be billed again.

Can I get my data deleted?

Yes. Email us and we'll delete your files and confirm in writing.

Refund policy

COI chasing (monthly): if it isn't right for you, ask within 30 days of your first payment for a full refund. After that, cancel anytime by email and you won't be billed again; we don't refund partial months unless we failed to deliver what the plan describes.

W-9 + 1099 pack (one-time): full refund any time before we send the first W-9 request. After that, if we didn't deliver what the plan describes, we fix it or refund you.

To ask for a refund, email us with "Refund" in the subject. Refunds go back to the original card, usually within 5 to 10 business days of approval.

Founding customer price

Our first 10 customers get about half off, as listed on the home page, in exchange for an honest review. You keep the price whatever your review says.