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Cancellation Request Form

We’re sorry to see you go. Please complete this form to process your cancellation request.

Step 1 of 7

14%

Name(Required)

First Last

Email(Required)

Phone(Required)

Agency Name(Required)

What type of account do you have with us?(Required)

Yearly Subscription

Monthly Subscription

Question: What is the primary reason you’re choosing to cancel?(Required)

Features did not meet expectations

Missing features

Never used the product

Pricing

Data Issues

Bad Customer Support

Which features did not meet expectations? (Multi-select)(Required)

Sales Pipeline

Renewal Pipeline

Service Pipeline

Campaigns

Broadcasts

Reporting

Email/SMS

ACORDS

Commissions

Rater

Proposals by Better Agency

Tasks

Contact Record

Referral Partners

User/Team Management (Roles/Permissions/Relationship Routing)

What missing features did you need to be successful? (Multi-select)(Required)

E-Signature

Accounting

Acords/Certificate Processing

Rater/Lack of Carriers

Integrations/Open API

Invoices

Ledger/Payment Tracking/Payment Processing

Custom Campaigns

Custom Pipelines

Ability to handle multiple locations

Advanced Commissions Features

Taxes and Fees

What led to you using the product less? (Multi-select)(Required)

Lack of Features / Features did not meet expectations

Lack of Training

No Team Buy-In

Product too Difficult to use / not user-friendly

Lack of support

Data issues / Report Inaccuracies

Too busy to implement

What would have made the product worth the price?(Required)

Where in the product have you experienced data issues? (Multi-select)(Required)

Contact List

Contact Record (Notes, Attachments)

Missing Data

Policies

Reports

Revenue/Premium Reporting

Commissions

Pipelines (sales and renewal)

IVANS/Downloads

Campaigns/Broadcasts

Where in your customer support experience did we fall short? (Multi-select)(Required)

Hard to reach someone

Slow Response time

Issue Not Resolved

Lack of Communication/No Follow Up

Insufficient Training

Tell us more about your selection(s)

Are there any other reasons you’re canceling?

Is there anything else you want us to know?

Would you consider returning to BA in the future if these issues were resolved?(Required)

Yes

No

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