Everything you need to collect sensitive client data securely. Start free, upgrade when you're ready.
Get started at no cost
Includes:
Unlimited everything—for less than the cost of one lead
Everything in Free, plus:
HIPAA-grade form builders run $99+/mo—and store every submission indefinitely. SurePortal is $14.99 and keeps nothing.
Start free with 3 secure links (total, not monthly) 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 the moment you view it, and unviewed submissions purge automatically within 7 days. Secure links expire after 30-60 minutes. No accessible copies or archives—gone means gone.
Open a submission when you're ready to use it—most agents transcribe the details straight into the carrier application while the data is on screen. That deletion is the point: once you've transcribed it, nothing is left on our servers to breach, subpoena, or leak. And if you ever need something again, sending a fresh secure link takes seconds—expired links can even be resent up to 2 times without recreating the request.
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 55+ 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.
Eliminate the liability of storing client data. Start free today—no credit card required.