Founding Agent
$20per month
The first 1,000 customers whose initial subscription payment succeeds receive the $20 monthly Founding Agent price while their subscription remains continuously active.
BUSINESS VERIFICATION
AgentPay Business Information
Public information about the AgentPay service, its operator, subscription terms, policies, and customer support.
- Product
- AgentPay
- Legal operator
- AgentPay is operated by Brandon Shepherd Insurance Agency Inc.
- Business location
- Mocksville, North Carolina, United States
01
PRODUCT
What AgentPay provides
AgentPay is a web-based subscription software service that helps insurance agents understand and plan their agency compensation.
Customers may upload their own compensation statements and enter agency information to receive automated estimated compensation forecasts, scenario comparisons, and cash-flow planning tools.
AgentPay currently supports eligible AA05 compensation statements. AA28 forecasting is coming soon and does not have a guaranteed release date.
02
SUBSCRIPTION
Pricing and billing
Standard subscription
$29per month
The standard price applies after the first 1,000 successfully paid Founding Agent subscriptions and to former Founding Agents who cancel and later return.
- Monthly recurring subscription
- No free trial
- Customers authorize recurring monthly billing during Checkout
- Pricing is displayed before payment
03
POLICIES
Cancellation and refunds
Cancellation
Customers may cancel their subscription online at any time.
Cancellation prevents future renewal charges. Unless otherwise disclosed or required by law, access continues through the end of the already-paid billing period.
Refund policy
Because AgentPay provides access to digital software and may incur processing costs when compensation statements are submitted, subscription payments are generally non-refundable after service access or statement processing begins, except where required by law or in the case of a verified duplicate or incorrect charge.
Customers should contact support promptly regarding billing issues.
04
TRUST
Privacy and payment information
Statement privacy
Your compensation statements, compensation details, and forecasts are private to your account. Other agents cannot access them. AgentPay uses automated systems for normal statement processing. Original uploaded statement files are kept temporarily while queued, processed, or retried, then automatically deleted from active storage after extracted data is securely persisted. Terminally failed files are deleted after bounded retries end. Extracted values, statement history, and forecast records remain according to the applicable account-retention policy. The founder does not review customer compensation statements during the ordinary processing workflow.
Limited authorized access may occur only when reasonably necessary for security, legal compliance, investigating abuse, maintaining the service, or troubleshooting specifically requested by the customer.
Payment information
Payments are processed securely by Stripe. AgentPay does not directly receive or store customers' complete payment-card numbers or card security codes.
05
ESTIMATES
Forecast disclaimer
AgentPay forecasts are estimates based on available statements and information entered by the customer. Actual compensation may differ. AgentPay does not provide legal, tax, accounting, investment, or financial-advisory services.
CUSTOMER SUPPORT
Questions about AgentPay?
Contact support for service or billing assistance.