Data You Don't Keep Is Data You Can't Lose
Collect SSNs and banking details through PIN-protected links that permanently delete the moment you view them. Nothing stored means nothing to breach later.
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. The average U.S. data breach now costs $10.2M (IBM, 2025)—and 49% of independent agents say their business has already been hit by a cyberattack (Nationwide, 2024).
Compliance Headaches
GLBA plus state insurance data-security laws—now in 25+ states—make agents and agencies "licensees" with their own security-program and breach-notification duties. One mistake can mean fines and lost licenses.
Insecure Collection Methods
Texting an SSN is indefensible—and email is no safer. Credit bureaus tell consumers never to send an SSN by email or text; every inbox copy lives forever, outside your control.
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
Look Official at the Exact Moment You Ask for an SSN
Clients are trained to suspect anyone asking for their Social Security number. A branded, PIN-protected secure form shows them this request is real—so you collect in minutes, not after days of "is this a scam?" back-and-forth.
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, no account needed.
View Once, Then It's Gone
Open the submission when you're ready to transcribe it into the carrier application. The moment you view it, it's permanently deleted—and unviewed submissions purge within 7 days. No accessible copies, no traces.
Enterprise-Grade Security, Zero Complexity
Every layer designed to protect your clients' most sensitive information.
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
Policies Lapse in the Gap Between "Approved" and "In Hand"
First-year lapse is a buyer's-remorse problem—and the remorse window runs until your client holds proof. Send a carrier-branded Coverage Certificate the day the policy is placed: your name and NPN, policy details, printable, in English or Spanish.
- Immediate proof of coverage—no two-week wait for the mail
- Your photo, name, and NPN displayed for trust
- Shareable with family, so beneficiaries know the policy exists
- One-click English/Spanish toggle
- Print or download as PDF anytime—no client login required
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 55+ pre-loaded insurance company logos.
Configurable Retention
Set secure-link expiration from 30 to 60 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 3 secure links (total) to get started.
Insurance Agencies
Standardize data collection across your team. Create reusable form templates for different carriers and products.
IMOs & BGAs
Give every agent in your downline a secure, compliant way to collect client PII—plus a placement-day proof-of-coverage touchpoint that supports persistency. Volume licensing available.
Frequently Asked Questions
Ready to Collect Data Without the Risk?
Secure form builders charge $99+/mo and store every submission indefinitely. SurePortal permanently deletes data the moment you view it. Start free with 3 secure links—upgrade to Pro for $14.99/mo when you need more.
Part of the SureHelp family of products
Built by the team behind SureHelp's insurance technology platform.