Stop losing deals to “I don’t give my social over the phone.”
Send clients a secure one-time link. They verify your license, fill the form. You reveal the data for 90 seconds, copy it into the carrier app — then it’s gone forever.
Card required to start. Cancel anytime before the trial ends and you won’t be charged.
How Agent Vault works
From link creation to carrier application in under 3 minutes.
You generate a link
Log in, click "New secure link," choose SSN and/or bank info. Copy the URL or send it by SMS/email in one click.
Client clicks the link
They see your verified profile — name, state license number, and a green "✓ Verified by NIPR" badge they can click to confirm on a .gov site.
Client fills the form
SSN, routing number, account number — whatever you specified. Encrypted in their browser before it ever leaves their device.
You reveal for 90 seconds
Click "Reveal" in your dashboard. Data shows on screen for exactly 90 seconds. Copy it into the carrier app. Then it's permanently destroyed.
Why agents trust Agent Vault
Built from the ground up for the compliance realities of insurance.
Verified by NIPR
Every agent is verified against the National Insurance Producer Registry at signup and monthly. Clients see your real license — not just your word.
Zero data stored
Your client's SSN and bank info are encrypted, held in a temporary cache for 60 minutes max, then permanently destroyed. They never touch a database.
90-second reveal, then gone
One reveal per link. 90 seconds to copy into the carrier app, then destroyed — on the server and on your screen. No screenshots survive.
Compared to alternatives
No other tool was built specifically for this problem.
| Feature | Agent Vault | DocuSign | Carrier portals | |
|---|---|---|---|---|
| Zero PII stored | ||||
| Agent license verified | ||||
| Works on any phone | ||||
| No client account needed | ||||
| Auto-destroys after reveal | ||||
| GLBA Safeguards aligned |
Simple, transparent pricing
3-day free trial. Card required, cancel anytime before it ends.
- Unlimited secure links
- License verification (NIPR)
- Branded client page
- SMS + email delivery
- Audit log (7-year retention)
- CSV export
- Everything in Solo
- Team dashboard + analytics
- Agent management
- Custom logo + brand color
- Optional custom subdomain
- Priority support
- Everything in Agency
- Full white-label (your domain)
- SSO (Okta, Azure AD, Google)
- Dedicated support & SLA
- DPA + MSA
- SOC 2 report on request
All plans include a 3-day free trial. See full feature comparison →
Agents are saving deals every day
“I used to lose at least one deal a week to "I'm not comfortable giving my social over the phone." Haven't lost one since I started using Agent Vault.”
Sarah M.
Life & Health Agent, Phoenix AZ
“As an agency principal, I sleep better knowing my agents aren't emailing SSNs around. The audit log alone was worth the upgrade.”
David T.
Agency Principal, Atlanta GA
“Our compliance team signed off in one meeting. The zero-storage architecture completely sidesteps the data-breach liability question. That's rare.”
Rachel K.
IMO Operations Director
Save your next deal.
The average agent loses 1-2 deals a week to objections about giving sensitive info over the phone. That’s $20,000–$50,000/year in lost commissions.
Card required to start. Cancel anytime. Verified license required.