Everything you need to collect sensitive client data securely. Start free, upgrade when you're ready.
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Includes:
For active professionals
Everything in Free, plus:
Start free with 2 secure links per month and up to 3 form templates. No credit card required. Upgrade to Pro anytime for unlimited access.
You can upgrade to Pro anytime for unlimited links and forms. Your account and form templates are always preserved.
Yes! Cancel your subscription at any time with no questions asked. Your access continues until the end of your billing period.
Absolutely. Client data is permanently deleted after viewing or within 30-120 minutes—whichever comes first. No backups, no archives. Gone means gone.
Yes, we offer a 30-day money-back guarantee. If you're not satisfied, contact us for a full refund.
No. Clients simply click the secure link, enter the PIN you provide, fill out the form, and submit. No downloads, no signups, no friction.
We support 30+ major insurance carriers with pre-loaded logos, including Aetna, Aflac, Globe Life, Mutual of Omaha, Transamerica, and many more.
When sending a secure link, you can select Spanish as the form language. The entire client experience—field labels, instructions, and messages—displays in Spanish automatically.
Join insurance professionals who've eliminated the liability of storing client data. Start free today—no credit card required.