Billing & Cancellation

Your free trial

Your trial starts when you verify your email and lasts 14 days. No credit card or setup fee is required. It does not automatically convert to a paid subscription or authorize a charge. Paid checkout is disabled; starting a trial cannot charge you.

Monthly prices and users

Solo: $49 USD/month for one user. Team: $119 USD/month for three total users, including the owner. Additional Team users: $29 USD/user/month. Four total Team users cost $148/month; five cost $177/month. These are recurring monthly amounts before applicable tax, with no setup fee.

Before paid checkout is enabled, the selected plan, included and additional users, total recurring amount and cancellation terms must be shown for review. No payment is authorized by accepting a free-trial signup. Plan or seat changes with a prorated charge require review of the quoted amount.

Cancellation

For paid subscriptions, cancellation stops the next renewal. Paid access continues through the end of the current billing period while payment is current. Billing & team displays the access end date when cancellation is scheduled. Removing a user or stopping use does not cancel a subscription or automatically reduce purchased seats.

Email support@kaisurance.com for billing or cancellation assistance. Cancel before the next renewal to avoid the next month's charge. Paid checkout remains disabled until payment activation is completed.

Refunds and errors

There are no prorated refunds for unused time after cancellation, except where required by law. Duplicate charges and billing errors are reviewed case by case. Contact support@kaisurance.com with your account email and invoice reference. Do not send card numbers or payment credentials.

After access ends

When an unpaid trial expires or paid access ends, CRM access pauses. You can still sign in to account and billing settings, but cannot view or export CRM records while access is paused. Trial expiration and cancellation do not automatically delete saved records. Contact us for help with access, export or deletion.

Automatic workspace deletion is not enabled. A self-service 30-day read-only export window is not part of the live service. Do not rely on an automatic 30-day deletion deadline. Before closing your account, export the records available to you and contact us about any remaining information you need.