Billing Policy
Last updated: June 2026
This Billing Policy describes the pricing, free trial, billing, usage-based charges, credits, cancellation, and refund practices for the Compass Health CRM & Leads Marketplace (the "Service"), operated by Momentum Marketing Blend LLC, a Florida limited liability company ("MMB", "we", "us", or "our"). This policy forms part of, and should be read together with, our Terms & Conditions.
1. Plan & Price
The Service is offered on a single subscription plan priced at $50 per month (USD), which includes access to the CRM and the Leads Marketplace. All prices are exclusive of any applicable taxes (see "Taxes" below).
2. 30-Day Free Trial
New accounts include a 30-day free trial. You will not be charged the subscription fee during the trial period. At the end of the trial, your subscription automatically converts to the paid monthly plan and your payment method will be charged, unless you cancel before the trial ends. There is no obligation to continue, and you may cancel at any time during the trial to avoid being charged.
3. Billing Cycle & Method
After the free trial, the subscription is billed monthly in advance. By subscribing, you authorize us to charge the recurring monthly fee to the payment method (card) on file through our third-party payment processor until you cancel. We do not store full card numbers; card data is handled by the processor. Each billing cycle renews automatically on its monthly anniversary unless cancelled. You are responsible for keeping your payment method current.
4. Usage-Based Charges (Phone, SMS, Email & AI)
Some features of the Service consume usage-based resources that are billed in addition to your monthly subscription, based on your actual usage. These include, without limitation, phone numbers and calling, SMS/text messaging, email sending, and AI-powered features (such as content and conversational AI), along with similar platform usage.
Usage is billed at the rates we set, which may include a margin over our underlying costs, and is separate from and additional to the subscription fee. Depending on the feature, usage may be funded from a prepaid balance maintained on your account; by using these features, you authorize us to charge your payment method to establish and replenish that balance and to cover usage as it is incurred. Usage-based charges are based on consumption, are generally non-refundable, and current rates may change from time to time. You can review applicable rates and your usage within your account or by contacting us.
5. Leads Marketplace Credits
The Leads Marketplace operates on credits. Credits may be purchased or granted to your account, and they are fungible across the insurance lines we support (such as ACA, private health/U65, Medicare, and life insurance). Credits are used to obtain leads or related items in the Marketplace.
Credits are generally non-refundable and have no cash value. We do not guarantee that leads obtained with credits will be reachable, accurate, qualified, or that they will result in any contact or conversion. Credits may expire or be subject to additional terms communicated at the time of purchase or grant.
6. Cancellation
You may cancel at any time. To cancel, contact us at support@compasshealthcrm.com or use any cancellation option made available within the Service. If you cancel during the free trial, you will not be charged. If you cancel a paid subscription, the cancellation takes effect at the end of your current billing period, and you will retain access through the end of the period for which you have already paid. We do not automatically prorate partial months.
7. Refunds
Subscription fees are generally non-refundable, except where a refund is required by applicable law. Because cancellation stops future charges and access continues through the paid period, we do not provide refunds for partial billing periods or for unused time. Leads Marketplace credits are non-refundable as described above.
8. Failed or Declined Payments
If a charge to your payment method fails or is declined, we (or our payment processor) may retry the charge. If payment cannot be collected, we may suspend or limit your access to the Service until the outstanding amount is paid. Repeated payment failures may result in cancellation of your subscription. Please keep your payment information up to date to avoid interruption.
9. Price Changes
We may change subscription pricing or the terms of credits from time to time. If we increase the price of your subscription, we will provide advance notice before the change takes effect. Continuing to use the Service after a price change takes effect constitutes acceptance of the new price. If you do not agree, you may cancel before the change applies.
10. Taxes
Prices do not include sales, use, value-added, or other taxes. Where we are required to collect such taxes, they will be added to your charges. You are responsible for any taxes associated with your purchase, other than taxes based on our net income.
11. Contact
For billing questions, cancellations, or payment issues, contact us at support@compasshealthcrm.com, or by mail to Momentum Marketing Blend LLC, Broward County, Florida.