Refund Policy

1. 14-day refund window (from initial purchase)

If you are not satisfied with Clearview CRM, you may request a full refund of your subscription payment within 14 calendar days of your initial purchase date. The 14-day clock starts on the day of your first paid charge and does not reset on monthly renewals. The refund covers the subscription fee only — any usage-based add-ons, SMS/voice minutes, or third-party pass-through fees already consumed are non-refundable.

2. After the 14-day window

Once the 14-day window from your initial purchase is up, the user cannot get a refund on the app. This applies to the current month and every subsequent monthly renewal. If you cancel after the window has closed, no cash refund is issued, but your account remains fully active and all features remain available until the end of your current paid month. Billing stops at the end of that month and no further charges occur.

3. How to request a refund

• Email support@clearviewinsurance.com from the agency admin's email on file.
• Include your agency name and the charge date you would like refunded.
• Refunds are processed back to the original payment method within 5–10 business days of approval.

4. Exceptions

• Chargebacks initiated without first contacting support may delay or forfeit refund eligibility.
• Accounts terminated for violation of our Terms and Conditions are not eligible for a refund.
• Annual or custom-term contracts are governed by their individual written agreements, which supersede this policy.

5. Cancellation vs. refund

Cancellation and refund are two separate actions. You can cancel at any time from Billing settings — cancellation stops future renewals but, outside the 14-day window, does not generate a refund for the current month. Access continues through the end of the billing period you've already paid for.