Policy ServicersSecure Document Collection

Secure Information Collection
for Insurance Professionals

Policy Servicers provides a secure, encrypted platform for collecting sensitive client information. Built for life insurance agencies that require compliant handling of personal data.

Encryption

All data is encrypted using AES-256-GCM, the same standard used by financial institutions and government agencies.

Single-Use Links

Each secure link is unique, time-limited, and can only be used once. Links expire automatically after 48 hours.

Audit Trail

Every access and submission is logged for compliance purposes. Full traceability for regulatory requirements.

How It Works

1

Agent Sends Request

Your insurance agent initiates a secure request for your information through our platform.

2

You Receive an Email

You receive an email with a secure, single-use link to submit the requested information.

3

Submit Securely

Fill out the form on the secure page. Your information is encrypted immediately and the link is deactivated after use.

Frequently Asked Questions

Is my information safe?

Yes. All information is encrypted using AES-256-GCM encryption before it is stored. This is the same encryption standard used by banks and government agencies. Your data is never stored in plain text.

Who can see my information?

Only your authorized insurance agent can access the information you submit. All access is logged and auditable.

What if the link does not work?

Links expire after 48 hours and can only be used once. If your link is expired or not working, contact your insurance agent to request a new one.

I did not request this. What should I do?

If you received an email you did not expect, simply disregard it. The link will expire automatically. No action is needed on your part.

Policy ServicersSecure Document Collection Platform