Cancel Account

Cancel your BindPilot subscription

Cancel Account

You can cancel your BindPilot account anytime. Here's what to know before you go.

Before You Cancel

Consider these alternatives:

| Instead of Canceling | Try... | |----------------------|--------| | Too expensive | Downgrade to Starter ($199/month) | | Not using it | Pause billing (coming soon) | | Need a feature | Contact support; it might be coming | | Bad experience | Reach out to support; we'd love to fix it |

Canceling Your Account

Step 1: Go to Settings

  1. Go to Settings > Billing > Current Plan
  2. Scroll to bottom
  3. Click Cancel Subscription

Step 2: Confirm Cancellation

BindPilot shows:

  • Your current plan and next billing date
  • Data retention policy (see below)
  • A feedback form (optional; helps us improve)
  1. Click Confirm Cancellation

Note: Cancellation takes effect at the end of your current billing cycle. You continue to have full access until then.

Example:

  • Today: Apr 13
  • Next billing date: May 13
  • Cancel now: May 13 is your last day of access and charges
  • After May 13: Account is suspended

Step 3: No Refund

BindPilot does not offer refunds for mid-cycle cancellations. You've used the service for the month; you owe for that month.

Exception: If you cancel within 30 days of signup (during trial), you may be eligible for a full refund. Contact matt@bindpilot.ai.

What Happens to Your Data

During the 90-Day Archive Period

After cancellation:

  • Your account becomes read-only (no new quotes, no edits)
  • All data is archived (clients, policies, quotes, renewals)
  • You can still download your data as CSV
  • Agents are disabled

This archive period lasts 90 days.

After 90 Days

Your data is permanently deleted:

  • Clients
  • Policies
  • Quotes
  • Documents
  • Invoices
  • Team members

This cannot be undone.

Downloading Your Data Before Canceling

Export your data before the archive period ends:

  1. Go to Clients > Export
  2. Choose format (CSV or Excel)
  3. Click Download
  4. All clients, policies, contact info exported

Do this for:

  • Clients (contact info, policy summary)
  • Commissions (Accounting > Commission Report > Export)
  • Policies (Analytics > Policies > Export)
  • Any custom documents (download manually)

Store these files safely for your records.

Reactivating Your Account

If you cancel and change your mind:

Within 90 days:

  • Email matt@bindpilot.ai to reactivate
  • Your data is restored
  • You resume billing at your previous plan

After 90 days:

  • Your data is deleted permanently
  • You must sign up as a new account
  • No data recovery possible

Team Members After Cancellation

When you cancel:

  • All team members lose access immediately
  • They receive email notification
  • Their accounts cannot log in

You don't need to manually remove them.

Outstanding Invoices

If you have an unpaid invoice:

  • Cancel only takes effect after you pay
  • BindPilot will not archive your data until the invoice is settled
  • Contact matt@bindpilot.ai if you have questions

Feedback

When you cancel, BindPilot asks for feedback:

  • "Why are you canceling?"
  • Options: Too expensive, Not enough features, Found alternative, Not using it, Other
  • Optional comment box

Your feedback helps us improve. Share it if you're comfortable.

Final Checklist Before Canceling

  • ☐ Exported clients and policies as CSV
  • ☐ Downloaded past invoices for tax records
  • ☐ Notified team members (optional; they'll get email)
  • ☐ Confirmed you want to cancel (not just frustrated)
  • ☐ Know that data deletes after 90 days

Questions? Email matt@bindpilot.ai before canceling. We're here to help.

Last updated: Recently