Products, Licenses & Monthly Pricing

The Products and Licenses table on your Billing & Payment tab is the heart of your subscription — it shows exactly which Broker Buddha AI products you're subscribed to, how many licenses you have for each, their current trial or billing status, the per-license price, and your total monthly cost. This article explains how to read the table, how licenses relate to users, and how to make changes.

🖼️ [Image placeholder: Products and Licenses table with the Total Monthly Amount row highlighted.]

🔐 Who Can See This

Only Account Owners and Billing Managers can view the Products and Licenses table or modify license counts and product access.

🧭 Getting to the Products and Licenses Table

Click your avatar (top right) and choose Settings.
Select the Billing & Payment tab.
Scroll to the Products and Licenses section (below Current Subscription Overview).

🖼️ [Image placeholder: Settings → Billing & Payment tab with the Products and Licenses section in view.]

📋 Reading the Table

Each row in the table represents one product on your subscription. Columns are:

🧾 Product

The product name and its short code underneath. Common codes you'll see include:

BB Sign+ (bor-svc )
Market Submissions with Quote compare & Market eval (market-submissions )
Service Management: Exposures, Endorsement Requests & COIs (service-management )
Insured Data Capture with ACORD & Excel Output (new-submission-intake )
SSO / SAML Integration (saml )
CRM+ (Policy Placements) (opp-man )

💡 The short code underneath each product name is the internal identifier used by BB AI and may be helpful when contacting support.

🔢 Licenses

The number of licenses you're paying for on this product. One license = one user who can access that product.

🟡 Status

Shows one of:

Trial — with an Ends: [date] label indicating when the trial converts to paid billing.
Active — the product is live and being billed.

💲 Price/License

The monthly cost per license for that product.

💰 Monthly Total

The product's total monthly cost (Licenses × Price/License).

🧮 Total Monthly Amount

At the bottom of the table, the Total Monthly Amount row sums every product's monthly total into a single combined monthly charge for your account.

🖼️ [Image placeholder: Close-up of a single row showing Product, Licenses, Status, Price/License, Monthly Total columns.]

🧠 How Licenses Work

One license = one user with access to that specific product.
You purchase licenses per product, not per user — so a single user can hold licenses across multiple products (e.g., BB Sign+ and Market Submissions).
License counts on this page reflect what you're paying Broker Buddha for. The actual assignments to users are managed in Settings → Users via the Manage Users & Products wizard.
If you assign more users than you have licenses, you'll be prompted to either increase your license count or remove access from another user.

👉 For the full walkthrough, see Managing User Product Access.

🧪 Trial vs. Active Status

Trial rows have no billing impact yet — the Ends: [date] label shows when that product's trial converts to paid billing.
Once a trial ends (and you haven't cancelled), the row switches to Active and the product is charged monthly.
Different products may have different trial end dates, so it's normal to see a mix of Trial and Active statuses on the same account.

⚠️ While your account is entirely on Trial, the Last Billing Date and Next Billing Date in Current Subscription Overview will show N/A . They populate once the first charge is processed.

🖼️ [Image placeholder: Trial status badge with "Ends: Jun 29, 2026" label.]

🛠️ How to Adjust License Counts or Product Access

You can't edit license counts directly from the Products and Licenses table — it's a read-only summary. To make changes:

Click Manage Users & Products at the top right of the Billing & Payment page.
This opens the Manage Users & Products wizard where you can:
- Add or remove users
- Assign or remove specific product access per user
- Increase or decrease license counts for each product
Save your changes. The Products and Licenses table will update to reflect the new license counts and monthly totals.

🖼️ [Image placeholder: Manage Users & Products button at the top of the Billing & Payment page.]

👉 For step-by-step instructions, see Managing User Product Access.

💡 Best Practices

📅 Watch your trial end dates — Track each product's "Ends: [date]" so you're not surprised when billing begins.
👥 Right-size your licenses — Review the Licenses column each month and compare against who's actually using each product. Remove access for users who no longer need it before trial periods end.
🧮 Validate the Total Monthly Amount — A quick way to sanity-check that your license counts are correct.
🏷️ Know your product codes — Codes like bor-svc or opp-man are the fastest way to identify a product when troubleshooting with support.
🔁 Prefer product-level adjustments — Adding or removing a license for one user is usually easier than making broad changes across the whole roster.