Product Update Program

Subscribe to our Product Update Program and receive free unlimited updates for one year.

Individual Policy Template

$ 49 / year
  • 1 Year of Updates
  • Single Policy Template
  • Delivered by Email

Policy Template Package

$ 499 / year
  • 1 Year of Updates
  • Policy Template Package
  • Delivered by Email

All Policy Template Package

$ 999 / year
  • 1 Year of Updates
  • All Policy Template Package
  • Delivered by Email

NOTE: Discounts offered through our Legacy Regards or Volume programs are not eligible for the Product Update Program.  In the event we release a new policy template that becomes part of the policy template package you originally purchased, you will need to purchase the new product from us which will then be covered by your Package Update Protection Plan.

Receive Updates Automatically

Under our Product Update Program, you can ensure that the policy templates you purchase from remain current.  Your annual subscription to our Product Update Protection Plan enables you to automatically receive an updated version from us every time they are revised via e-mail within one year from the last date of purchase.  This timely and cost-effective solution ensures that you stay on top of regulatory changes such as those issued by the Consumer Financial Protection Bureau (CFPB), Federal Deposit Insurance Corporation (FDIC), Federal Reserve, Office of the Comptroller of the Currency (OCC), or other federal regulatory bodies and industry recommended best practices.

Like to see how much time and effort we can save you?

Please visit our Product Update Blog to review updates to our products for the last three years.

How the Program Works

When updates are made to a policy template, you'll automatically receive the updated product via e-mail, along with detailed information regarding why the product was updated and what has changed. You can then make an informed decision on whether to make any changes to the policy you implemented.

Previous Purchase Eligibility

Clients who have purchased a policy template and/or policy template package from us within a year from the current date are eligible to purchase a Product Update Protection Plan.  Simply add the appropriate Product Update Protection Plan to your shopping cart within our online store and proceed with the secure checkout process.  At checkout, please list which policy template and/or policy template package you wish to update within the “Additional Information/Order Notes” section.

If you're unsure of your update eligibility, please contact us with your inquiry and we will research our records to determine if the product you purchased from us is eligible for an update.

Duration and Renewals

The subscription lasts one year from the date of purchase and will automatically renew on your subscription anniversary date.  As a courtesy, you will automatically receive an invoice from us 30 days prior to the expiration date to ensure there is no interruption in coverage.

Find out what's updated.

Our Product Update Program allows existing clients to receive e-mail notifications from us whenever we issue a new or revised product.

Not a subscriber but would like to be on our Product Update Notification List? Just contact us to be added to our distribution list.

Are you a current subscriber but are not receiving notifications from us?  Ensure your SPAM filter is set to allow an e-mail originating from our address to successfully arrive in your mailbox.

Product Update Blog

If you'd like to see what updates have been made in the banking industry in relation to our products, please check out our Product Update Blog for details.

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