ComplianceDashboard® is a customized, turnkey tool built to keep you in compliance year-round. Ready to get started? Learn which plan works best for you:
No, ComplianceDashboard® is accessible through the latest supported version of your preferred browser. Users receive user IDs and passwords to access the site.
Yes. Ask your adviser if the Dashboard is available through their agency. Advisers may purchase ComplianceDashboard® at a reduced rate.
ComplianceDashboard® subscriptions are billed monthly or annually. Monthly subscriptions are billed for the entirety of the 12-month term.
Yes. The initial term is 12 months from the date of purchase. Mid-term cancellations will not be refunded or prorated.
You may cancel your subscription effective your next annual renewal date by giving us advance notice of the termination at email@example.com. Otherwise, we will automatically charge your credit card for successive annual renewal subscriptions no earlier than 60 days before your annual subscription expires.