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Manage Subscription Plans, Credits & Invoices

Updated October 2026•3 min read•For: Broker Admins
verifiedQuick Summary
Open Settings → Billing & Usage to view your active subscription plan, monitor your monthly Unified Credit balance, configure an optional overage spend cap, or download PDF invoice receipts.
In this article

1. How Unified Credits Work

Each subscription tier includes a monthly allowance of Unified Credits shared across all producers and assistants in your brokerage:

Workspace ActionCredit Usage
Policy Uploads, OCR & Endorsement SlicingIncluded (0 Credits)
Re-Downloading an Existing Master or Holder COIIncluded (0 Credits)
Issuing a New Holder or Project Certificate1 Unified Credit
Usage & Billing: Active Subscription, Overage Summary & Invoices: The Usage & Billing console showing the Active Subscription strip (Cycle Credit Spend progress bar), the Overage & Billing Summary metrics (Included Base Pool, Excess Overage, Tier Overage Rate, Current Overage Charge), and the Billing Statements & Invoices table.
Figure 1: Usage & Billing: Active Subscription, Overage Summary & Invoices

2. Monitor Overage & Request Higher Limits

In the Overage & Billing Summary card on the Usage & Billing page, you can monitor your real-time Included Base Pool, Excess Overage, Tier Overage Rate, and Current Overage Charge. Need additional monthly capacity during peak renewal season? Click Request Higher Limit or upgrade your subscription tier in the Scale Your Agency's Back-Office plan grid below.

3. Review Billing Statements & Download Invoice PDFs

Scroll to the Billing Statements & Invoices card on the Usage & Billing page to inspect closed monthly billing periods, base subscription fees, credit usage breakdowns, and payment statuses—and click Download PDF on any statement row for your accounting records.

Frequently Asked Questions

No. Policy uploads, endorsement slicing, underwriting gap analysis, and re-downloading existing Master COIs are included with your plan. Only newly generated holder-specific certificates draw from your monthly Unified Credit allowance.

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