ISO & Agent Placement

SaaS Trial and Digital Membership Deal Placement for ISOs & Agents

One placement team, direct provider relationships, and a practical second look at difficult files. All placements are subject to underwriting.

How we approach your merchant’s placement

Have a saas trials & digital memberships merchant your current providers cannot place? Centurion helps agents and ISOs assess the business, identify a suitable underwriting route, and prepare the file. A prior decline is a reason to investigate the cause, not a promise of a different outcome.

Software trials and digital memberships should make the trial length, renewal amount, billing frequency, access rights, and cancellation method clear before payment.

Roadblocks to resolve before submitting the file

Trial conversion disputes, unused subscriptions, and weak access records can affect recurring-payment underwriting.

Share the previous decline reason, current processor, proposed volume, average ticket, and any unresolved compliance issue. We discuss provider fit before presenting a file as ready for underwriting.

Provider-specific restrictions and review conditions

SaaS trials and digital memberships are represented in the saved GOAT guide. Neither category establishes eligibility for unlisted AI products or otherwise prohibited content.

Eligibility in one provider’s matrix does not establish eligibility with another. Rules, products, transaction channels, and applicable law must be confirmed for the individual merchant. No approval, rate, reserve level, or funding timetable is guaranteed.

What Underwriters Typically Look For

Prepare these category-specific materials alongside formation, ownership, banking, website, and processing-history documents. Do not send sensitive documents through an initial public enquiry.

Trial-to-paid checkout flow, renewal disclosures, and cancellation steps
Access logs, support procedures, refund metrics, and merchant statements

Documentation requirements vary by processing partner and business model. This list is a general guide, not a universal checklist.

Discuss a hard-to-place deal

SaaS Trials & Digital Memberships · United States. No obligation. Do not include card numbers, bank details, IDs, or private customer information.

All placements are subject to provider underwriting and approval.

Frequently Asked Questions

Related guidance

Browse U.S. state directories

Explore industries by business location. Centurion provides remote placement support; a directory entry does not imply a local branch or approval in every jurisdiction.