Agency guide
Agency Billing
Manage your agency subscription, add extra seats, download invoices, and update payment details - all from the Agency Billing page.
Agency plans
| Plan | Price | Seats | Clients | Key features |
|---|---|---|---|---|
| Starter | £119/mo | 3 | 20 | All policy types, white-label, bulk CSV |
| Pro | £229/mo | 10 | 50 | Everything in Starter + API, webhooks, client portal |
| Scale | £399/mo | 25 | 100 (+£6/mo extra) | Everything in Pro + SLA, invoice billing, dedicated support |
Extra seats
Need more team members than your plan includes? Add extra seats at £9/seat/month, billed monthly alongside your plan. Extra seats are prorated when added mid-cycle.
To add seats: go to Agency Hub → Agency Billing → Extra seats, select the number you need, and confirm. Your card is charged the prorated amount immediately.
To remove seats, reduce the count on the same page. Removal takes effect at the next billing cycle - you keep access until then.
Invoices & receipts
All invoices are generated by Stripe and available under Agency Hub → Agency Billing → Invoices. Each invoice shows a line-item breakdown of your plan and any extra seats. Invoices can be downloaded as PDF.
You can record your company details and tax/VAT number in the billing portal (click Manage billing) so they appear on future invoices. Existing invoices cannot be amended. No VAT is charged on the invoice today - see VAT & tax below.
Payment methods
PolicifyAI processes payments via Stripe. Accepted cards: Visa, Mastercard, American Express. BACS/wire transfer is available for annual Scale contracts - contact support.
To update your card, go to Agency Billing → Manage billing. This opens the Stripe billing portal where you can add, remove, or set a default card.
Upgrading & downgrading
Upgrading
Upgrades take effect immediately. You are charged a prorated amount for the remainder of the billing cycle, then the full new plan rate from the next cycle.
Downgrading
Downgrading takes effect at the end of the current billing cycle. Until then you keep access to your current plan's features. If your current seat or client count exceeds the lower plan's limits, you will need to remove team members or archive clients before the downgrade date.
Cancelling
Cancel any time from Agency Billing → Cancel subscription. Cancellation takes effect at the end of the billing period. Your agency workspace and all policies remain accessible until then. After cancellation, your account reverts to a personal Free plan - existing policies are preserved but generation and agency features are disabled.
To reactivate, simply subscribe again. Your client and policy data are retained for 90 days after cancellation.
VAT & tax
No VAT or sales tax is currently calculated or added at checkout. The GBP price shown is the total amount charged.
Any tax we become required to charge will be itemised and shown to you before payment.
You remain responsible for tax in your own jurisdiction that we are not required to collect, including any reverse charge that applies to you.
Failed payments
If a payment fails, Stripe retries automatically over 7 days (day 1, 3, 5, 7). You receive an email notification with a link to update your card. If payment is not resolved within 7 days, your agency workspace is suspended - team members lose access but data is preserved. Resolve the payment to restore access immediately.