Stripe Billing

BindPilot's billing integration with Stripe

Stripe Billing

BindPilot uses Stripe to securely handle subscription billing and payments.

Billing Overview

BindPilot is SaaS subscription-based, not transaction-based. You pay a monthly subscription; the number of quotes, renewals, and clients is unlimited.

Note: This covers BindPilot's agency platform. Carrier premiums (what you pay on your clients' behalf) are separate and billed directly by carriers.

Available Plans

| Plan | Cost | Seats | Features | |------|------|-------|----------| | Starter | $199/month | 1 | Basic quoting, ACORD forms | | Professional | $499/month | 3 | Team, agents, renewals | | Agency | $999/month | Unlimited | White-label, priority support, custom integrations |

All plans include 30-day free trial.

Billing Cycle

  • Billing Date: Same day each month as signup (e.g., signup Apr 13 → bill every 13th)
  • Invoice: Sent to your billing email 5 days before charge
  • Payment Method: Credit card only (Visa, Mastercard, Amex)
  • Failure: If payment fails, BindPilot retries for 5 days then pauses your account

Viewing Invoices

  1. Go to Settings > Billing > Invoices
  2. View all past invoices (PDF)
  3. Download for accounting records

Changing Plans

Upgrade to a Higher Plan

  1. Go to Settings > Billing > Current Plan
  2. Click Upgrade
  3. Choose new plan
  4. BindPilot prorates the difference (credit previous charges, bill new difference)
  5. Your seat count increases immediately

Example:

  • Starter ($199) for 10 days
  • Upgrade to Professional ($499)
  • Credit $16 (10 days of Starter)
  • Charge $133 (20 days of Professional)

Downgrade to a Lower Plan

  1. Go to Settings > Billing > Current Plan
  2. Click Downgrade
  3. Choose new plan
  4. Downgrade takes effect at the end of your current billing cycle (no immediate charge)
  5. Excess seats are frozen; new team members can't be added until you're under the seat limit

Example:

  • Professional ($499) → Downgrade to Starter ($199)
  • Downgrade scheduled for end of month
  • Your 3 producer seats drop to 1 producer limit May 1
  • Remaining producers lose access (can be restored if you upgrade back)

Cancellation

To cancel BindPilot:

  1. Go to Settings > Billing > Current Plan
  2. Click Cancel Subscription
  3. Confirm reason (optional; helps us improve)
  4. Your account cancels at the end of the current billing cycle
  5. No refunds; access continues until the end date

Data after cancellation:

  • Your data is archived for 90 days (can request export)
  • After 90 days, deleted permanently

Billing Questions? Contact support@bindpilot.ai for help with invoices, payment methods, or plan changes.

Last updated: Recently