How to Cancel Your Subscription

You can cancel your Advisor Assistant Premium subscription at any time. Follow these steps:

1. Log in to your Advisor Assistant account
2. Navigate to Settings or Subscription & Billing
3. Click Cancel Subscription
4. Confirm your cancellation request

You will receive an email confirmation once your cancellation is processed. No reason is required to cancel your subscription.

What Happens After Cancellation

During Your Remaining Paid Period

You retain full Premium access until the end of your current paid period. This means:

• All Premium features remain active
• You can add, edit, and delete customers, policies, and data
• You can upload documents and record payments
• You can use WhatsApp templates and all other features
• You can export and backup your data

Your subscription will show as "Cancelled" with an expiry date indicating when Premium access ends.

After Subscription Expiry

Once your paid period ends, your account enters read-only mode:

• You can: Log in, view all your data, access reports, and download backups
• You cannot: Add new customers, edit existing data, upload documents, or use Premium features

Customer Data Retention

Download Backup Feature

You can download a complete backup of your Advisor Assistant data at any time, including after subscription expiry:

• Customer information and contact details
• Policy records and premium schedules
• Payment history and receipts
• Lead information and follow-up notes
• Activity timeline and communication history

The backup feature remains accessible even in read-only mode, ensuring you always have access to your business data.

Reactivating Your Subscription

When you reactivate:

• Your account is restored to full Premium access immediately
• All your preserved data becomes fully editable again
• A new subscription billing period begins
• You can continue managing your business without interruption

Free Trial Cancellation

If you are on a 30-day free trial:

• The trial automatically expires after 30 days
• No cancellation is required during the trial period
• You will not be charged unless you upgrade to a Premium subscription
• Your data remains accessible in read-only mode after trial expiry

Cancellation and Refunds

Important: Cancelling your subscription does NOT automatically entitle you to a refund. Cancellation only stops future billing.

If you believe you are eligible for a refund, please review our Refund Policy and contact our billing team with your refund request.

Need Help?

If you have questions about cancellation, subscription management, or need assistance, please contact our support team: