1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("User," "Broker," or "you") and SurePortal ("Service," "we," "us," or "our") governing your access to and use of the SurePortal platform. By accessing or using SurePortal, you acknowledge that you have read, understood, and agree to be bound by these Terms.

IF YOU DO NOT AGREE TO THESE TERMS, DO NOT USE THIS SERVICE.

2. Service Description

SurePortal provides a secure, temporary data transmission platform designed specifically for insurance brokers to collect sensitive personal and financial information from their clients. The Service enables:

• Creation of secure, PIN-protected links for client data submission
• Encrypted storage of submitted data for a limited retention period (30-120 minutes)
• One-time viewing of submitted data by authorized brokers
• Automatic, permanent deletion of data after viewing or retention period expiration

3. Account Registration and Security

You agree to:

• Provide accurate, current, and complete information during registration
• Maintain the security of your account credentials
• Notify us immediately of any unauthorized access to your account
• Accept responsibility for all activities under your account

4. Data Privacy and Security

Our data handling practices are detailed in our Privacy Policy. Key commitments include:

• Zero long-term retention of client-submitted data
• Automatic deletion after viewing or expiration
• End-to-end encryption of all data in transit and at rest
• No sharing, selling, or unauthorized use of data

5. User Responsibilities

As a Broker using SurePortal, you agree to:

• Comply with all applicable laws and regulations (GLBA, state insurance laws, etc.)
• Only collect data you are legally authorized to obtain
• Securely communicate PIN codes to clients through separate channels
• Use the Service solely for legitimate insurance business purposes
• Not attempt to circumvent security measures or access unauthorized data

6. Limitations of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, SUREPORTAL SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THE SERVICE.

7. Termination

We reserve the right to suspend or terminate your access to the Service at any time, with or without notice, for violation of these Terms or any other reason at our sole discretion.

8. Changes to Terms

We may modify these Terms at any time. Material changes will be communicated via email or Service notification. Continued use after changes constitutes acceptance.

9. Contact Information

For questions about these Terms, contact us at: legal@sureportal.com