Data Management Solutions

• Analyze and audit data points between two (2) files and or worksheets within a file.  (Supported File types are .xlsx, .xls and .csv)
• Mapping feature allowing easily converting data sets to a unique data set to ensure optimal results
• Mapping library to re-use previously created mappings
• Instantly identifies discrepancies between data points
• Provides discrepancy count of mismatch and missing data points within the audit
• Data Analytics by company and/or comparison
• Verifier level access for easy data validation
• Auditor and Verifier notes feature for streamlining communication between audit and verifier
• Export discrepancy reports and files used for audit process
• Merge data points between two (2) files and/or worksheet within a file. (Supported File types are .xlsx, .xls and .csv)
• File export customizations to include column ordering and renaming on export file
• Six (6) Organization Admin level users with full comparison and merge functionality
• Unlimited Org Verifier access with company whitelist capabilities
• Unlimited Company Level verifier access

Payment Terms: This service is a monthly subscription-based model with an annual auto renewal. The credit card will be charged on the 5th day of each month. Should the 5th of the month not fall on a business day, payment will be executed on the business day immediately prior to the 5th. If opting for the annual payment option, your card will be charged the 5^th day of the month following receipt of the subscription form for the annual payment amount.  The renewal will occur 1 year following the subscription date.  This service has a 1-year rate lock from the date of subscription. If the subscription level changes the applicable upgrade fees will be assessed on the transaction the 5^th of the month following the upgrade.

Assurance: By signing the below, I as the customer, certify I am an authorized user of the credit card provided and as such, there will be no disputed for these scheduled transactions with the bank or credit card company; so long as the transactions correspond to the terms indicated in this subscription form. In addition, as the customer, I will provide Broker Builder Solutions with updated payment information promptly. Failure to comply may result in a service interruption.

Professional Liability Insurance: Broker Builder Solutions LLC shall obtain and always maintain during the prosecution of the work under this Agreement Professional Liability insurance to include Errors and Omissions and Cybersecurity.

Termination: Broker Builder Solutions or Customer may terminate this Agreement by providing thirty (30) days written notice (“Termination Notice”) to the other party. Cancellation request should be emailed to finance@BrokerBuilderSolutions.com.  Billing will cease the billing cycle following or coinciding with the 30-day period.  Example, if the termination is received on the 10th of February, billing will be complete on March 5^th and cease with the April billing.  If the termination is received on February 1^st, the final billing will be February 5^th.