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Accessing Subscription Settings

Navigate to Settings > Subscription (web) or Settings > Payment (mobile).

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Payment Methods

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Adding a Payment Method

1

Open Payment Settings

Go to Settings > Payment Information
2

Add Card

Click Add Payment Method
3

Enter Details

Enter your credit card information:
  • Card number
  • Expiration date
  • CVC
  • Billing address
4

Save

Click Save to add the card

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Updating Payment Method

  1. Go to Settings > Payment Information
  2. Click Edit on the existing card
  3. Update the details
  4. Save changes

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Removing Payment Method

  1. Add a new payment method first
  2. Click Remove on the old card
  3. Confirm removal
You must have at least one valid payment method on file for paid plans.

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Viewing Invoices

Access your billing history:
  1. Go to Settings > Subscription
  2. Click Billing History or View Invoices
  3. See list of all invoices with:
    • Invoice date
    • Billing period
    • Amount
    • Payment status

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Downloading Invoices

Click on any invoice to:
  • View details
  • Download PDF
  • Print for records

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Understanding Your Invoice

Each invoice includes:
ItemDescription
Billing PeriodThe month covered
Claims ProcessedNumber of paid claims
Total Paid AmountSum of OHIP payments received
IntelAGENT FeeYour plan percentage applied
TaxApplicable taxes
Total DueAmount charged

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Payment Processing

  • Payments are processed automatically
  • Charged to your default payment method
  • Typically on the 1st of each month
  • Email receipt sent upon successful payment

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Failed Payments

If a payment fails:
  1. You’ll receive an email notification
  2. Update your payment method
  3. Payment will retry automatically
  4. Contact support if issues persist
Service may be limited if payment remains unsuccessful after multiple attempts.

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Cancelling Subscription

To cancel your subscription:
  1. Go to Settings > Subscription
  2. Click Cancel Subscription
  3. Select a reason (optional)
  4. Confirm cancellation
What happens when you cancel:
  • Access continues until end of billing period
  • Data is retained for 90 days
  • You can reactivate anytime
  • No refunds for partial periods

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Reactivating

To reactivate after cancellation:
  1. Log in to your account
  2. Go to Settings > Subscription
  3. Click Reactivate
  4. Select a plan
  5. Enter payment information

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Questions?

For billing questions, contact [email protected] or use the in-app support.