Data That Deletes Itself Can't Be Breached
Collect sensitive client information safely—then it vanishes. Zero-retention security with automatic deletion after viewing or 30-120 minutes.
55+ Supported Carriers
Collecting Sensitive Client Data is Risky Business
Insurance professionals face unique challenges when gathering SSNs, bank details, and personal information.
Data Breach Liability
Every client record you store is a liability. Data breaches cost the average business $4.35M and destroy client trust forever.
Compliance Headaches
GLBA, state regulations, carrier requirements—the compliance burden grows every year. One mistake can mean fines and lost licenses.
Insecure Collection Methods
Clients text SSNs, email bank details, or share over unsecured calls. Your current methods create risk you can't control.
Secure Data Collection in 3 Simple Steps
Get started in minutes. No technical setup required.
Create Your Form
Build a custom form in seconds. Select fields, add your carrier logo, and save as a template for reuse.
Share the Secure Link
Send a PIN-protected link via email or SMS. Your client opens it on any device—no app download needed.
View Once, Then It's Gone
Review the submitted data once. After viewing (or 30-120 min), it's permanently deleted. No backups, no traces.
Enterprise-Grade Security, Zero Complexity
Every layer designed to protect your clients' most sensitive information.
Build Forms That Match Your Workflow
Create custom data collection forms in seconds. Choose from pre-built fields for insurance-specific data like SSN, banking info, beneficiary details, and coverage amounts.
- 17+ field types including SSN, routing numbers, and dates
- Save templates for different carriers and use cases
- Add your carrier's logo for professional branding
- Select only the fields you need—nothing more
Serve Your Spanish-Speaking Clients
Automatically display forms in Spanish. Field labels, instructions, and the entire client experience translates seamlessly.
- Full Spanish translation of client-facing forms
- Field labels auto-translate (SSN to NSS, Date of Birth to Fecha de Nacimiento)
- PIN entry and success messages in Spanish
- No extra setup—select Spanish when sending the link
Instant Coverage Certificates for Your Clients
Generate professional, carrier-branded certificates the moment you write a policy. Share a link with your client—they can view, print, or download their certificate instantly.
- Professional certificates with 30+ carrier logos
- Your photo, name, and NPN displayed for trust
- Shareable link—no client login required
- One-click English/Spanish toggle
- Print or download as PDF anytime
Packed with Professional Features
Email & SMS Sharing
Send secure links via email or text message with one click.
Carrier Logo Support
Add carrier branding to forms with 30+ pre-loaded insurance company logos.
Configurable Retention
Set auto-delete timers from 30 to 120 minutes based on your needs.
Form Templates
Save and reuse form configurations for different carriers and products.
Mobile-Friendly Forms
Forms work perfectly on any device—desktop, tablet, or phone.
Resend Capability
Resend expired links up to 2 times without recreating the request.
Field Validation
Built-in validation for SSN, routing numbers, phone numbers, and more.
Coverage Certificates Pro
Generate professional certificates with carrier branding to share with clients.
Designed for Insurance Professionals
Whether you're an independent agent or part of a large agency, SurePortal fits your workflow.
Independent Agents
Collect client data professionally without investing in expensive software. Our free tier gives you 2 secure links per month.
Insurance Agencies
Standardize data collection across your team. Create reusable form templates for different carriers and products.
IMOs & BGAs
Provide a secure data collection solution to your downline agents. White-glove security for your organization.
Frequently Asked Questions
Ready to Collect Data Without the Risk?
Join insurance professionals who've eliminated the liability of storing client data. Start free with 2 secure links per month—upgrade to Pro for $14.99/mo when you need more.