Delivery Policy

Setup of the eBroker Software system is immediate with completion of the sign-up form.

Refund & Cancellation Policy

You may cancel your software services at any time by submitting a written request to the billing department at Written cancellation requests must be received prior to the next billing date to avoid additional charges. API code set-up fees and client data import fees are non-refundable.

Important: Please be advised, as soon as we receive your request to cancel, your account is deactivated. At this point you will no longer have access to download your data. If you plan to cancel, please download your data prior to requesting to cancel your subscription.

Agent Responsibilities

Agents are responsible to establish their own CMS Training/Certification and Request Full CMS Agent/Broker Access. Agents are also responsible to set up their own Carrier appointments. Our parent company, Ritter Insurance Marketing, is available and specifically qualified to help you meet these needs.