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Policy Trace AI Fee Schedule & Payment Policy

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Effective Date: 01/21/2025​

By submitting a case request and selecting "I accept the terms and conditions and the fee schedule" on the Policy Trace AI submission form, you acknowledge and agree to the following legally binding Fee Schedule & Payment Terms.

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All cases are billed according to the rates listed on our website unless a special arrangement has been made otherwise. For the most up-to-date pricing, please refer to our official pricing page:

Policy Trace AI Pricing

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Add-Ons Included at No Additional Cost:

  • Umbrella Search

  • Rush Fee

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Late Payment & Fee Policy

  • Payment for services is due within seven (7) days of the client’s receipt of the completed case. This initial seven-day period is provided as a good-faith grace period to allow clients sufficient time to review the invoice and submit payment.

  • If payment is not received within the initial seven (7) day grace period, the invoice will be considered overdue. During the following thirty (30) day overdue period, the client may still remit payment of the original invoiced amount without penalty.

  • If the invoice remains unpaid thirty (30) days after entering overdue status, a late fee equal to ten percent (10%) of the total invoice amount will be assessed. This 10% late fee will continue to accrue monthly, applied to the outstanding balance, for each additional month the invoice remains unpaid, until payment is received in full.

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Policy Trace AI reserves the right to suspend services, withhold future work, or pursue collection efforts for any invoice that remains unpaid beyond the timelines outlined above.

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No-Hit Fee Policy

  • Personal and Commercial Policy Limit Searches: No fee will apply if no policy limits are found.

  • Policy Existence Searches: A $150 no-hit fee applies if no policy information is identified.

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Policy Type Adjustments

  • If a Commercial policy is found when a Personal policy search was requested or vice versa, the invoice will be adjusted to reflect the correct policy type. The client is responsible for any pricing adjustments.

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Additional Terms

  • No Guarantees: Policy Trace AI does not guarantee results, and clients are responsible for verifying the information provided.

  • Internal Use Only: All results are for internal client use only and may not be shared externally.

  • Compliance: Clients are responsible for ensuring all data and results are used in compliance with applicable laws and regulations.

  • Affiliation: Policy Trace AI is affiliated with GTC Holdings and maintains its commitment to delivering industry-leading results with the highest level of customer service.

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For any questions regarding the fee schedule, payment policy, or case submission, please contact The CA Solution at policy@thecasolution.com.

© 2026 by PolicyTrace.AI

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