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Coastal Research Fee Schedule & Payment Policy

Effective Date: 02/17/2025

By submitting a case request and selecting "I accept the terms and conditions and the fee schedule" on the Coastal Research Limits Form, you acknowledge and agree to the following legally binding Fee Schedule & Payment Terms.

 

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Fee Schedule

Unless otherwise stated as a Project Blue, CAALA Select, OCTLA Elite, TTLA Legacy, NTL Premier, or other approved partner member account, all cases will be billed as follows:

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Policy Limit analysis Services

  • Personal Policy Limit Search: $175

  • Commercial Policy Limit Search: $275

  • Policy Existence Search (Unknown Carrier): $375

  • Commercial and Policy Existence No-Hit Fee: $100

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Due Diligence Reports

  • Comprehensive Due Diligence / Financial Responsibility Report: $150 Flat Processing Fee

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The Due Diligence / Financial Responsibility Report may include, when available and applicable:

  • Background Research

  • Asset Research

  • Property Ownership & Estimated Equity Analysis

  • Vehicle Ownership Information

  • Business Affiliations

  • Employment & Professional Associations

  • Bankruptcy, Liens & Judgment Research

  • Criminal & Civil Litigation Research

  • Skip Trace & Contact Information

  • Recoverability Path Analysis

  • Risk Analysis & Financial Exposure Indicators

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All due diligence and financial responsibility reports are billed at a flat $150 processing fee regardless of findings, outcome, or whether responsive information is ultimately located. Fees are charged for the research process, analysis, database access, and resources utilized in connection with the request, not for any guaranteed result.

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Add-Ons Included at No Additional Cost for Policy Limit Services

  • Rush Processing

  • Umbrella Search

  • Background Search

  • Asset Search

  • Skip Trace

  • Risk Analysis

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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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Coastal 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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CAALA Select, OCTLA Elite, TTLA Legacy, Project Blue & NTL Premier Pricing

Coastal Research offers special pricing for approved member accounts:

  • Personal Policy Limit Search: $150

  • Commercial Policy Limit Search: $250

  • Policy Existence Search (Unknown Carrier): $350

  • Commercial and Policy Existence No-Hit Fee: $100

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Members also benefit from:

  • Expedited Case Processing

  • Personalized Support

  • Continuous Industry Insights

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Supio Member Pricing

Clients participating in the Supio member program are eligible for exclusive pricing:

  • Personal Policy Limit Search: $175

  • Commercial Policy Limit Search: $175

  • Policy Existence Search (Unknown Carrier): $175

  • Commercial and Policy Existence No-Hit Fee: $100

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Members also receive:

  • Prioritized Service

  • Enhanced Support

  • Dedicated Account Management

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Invoice Payment Terms, Payment Terms & Late Fees

Payment is due within seven (7) days from the date case results were originally provided. If payment remains outstanding, reminder notices may be issued. Balances unpaid after an additional thirty (30) days will incur a ten percent (10%) late fee accruing monthly until paid in full.

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Payment Methods

We accept payment via ACH, wire transfer, and other approved electronic payment methods. Payment instructions will be included on the invoice.

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If you have any questions regarding your invoice, payment options, or the fee schedule, please contact Coastal Research at coastal@thecasolution.com.

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Thank you for choosing Coastal Research. We are dedicated to providing the highest level of service and support to our clients.

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