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.
See the real product in action
An actual walkthrough — create a link, the client verifies your license and submits, you reveal for 90 seconds, then it’s destroyed. No narration, just the real app.
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 the official NIPR Producer Database.
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's license is confirmed against the National Insurance Producer Registry before their profile goes live. Clients see your real license — not just your word.
Zero data stored
Your client's SSN and bank info are encrypted the moment they submit. Gone the instant you view it — never held more than 30 minutes. 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.
End-to-end encrypted
TLS 1.3 in transit, AES-256-GCM at rest with a per-link key. Your client's data is decrypted only for the 90-second reveal window — never before.
GLBA-aligned by design
Encryption, need-to-know access, and automatic destruction map directly to the safeguards insurance regulators expect from you and your vendors.
Full audit trail
Every link view, submission, and reveal is logged and exportable as CSV for your compliance file — the who and when, never the SSN or bank info itself.
Built for however you work
Same zero-storage architecture, whether it’s just you or your whole downline.
Independent agents
Send your own clients a secure link in seconds. No IT, no setup call — you're verified and sending your first link within five minutes of signing up.
Agencies & teams
Invite your team by email, see every agent's links and audit activity in one dashboard, and let seat-based billing scale automatically as you grow.
IMOs & enterprises
Give your whole downline a compliant intake tool with SSO, dedicated support, and a DPA/MSA your legal team can actually sign off on.
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
- Invite teammates by email
- Team dashboard: roster, links & audit log
- Each teammate independently NIPR-verified
- Seat-based billing, syncs automatically
- Priority support
- Everything in Agency
- SSO (Okta, Azure AD, Google)
- Dedicated support & SLA
- DPA + MSA
All plans include a 3-day free trial. See full feature comparison →
Built by an agent, for agents
“I'm a licensed agent running my own team, and I built Agent Vault because I was tired of watching real deals stall out over "I'm not comfortable giving my social over the phone." I wanted something I'd actually trust enough to run through my own book of business — so that's what we built.”
Jack Casey
Founder, Agent Vault — Licensed Life & Health Agent
Save your next deal.
Every agent loses deals to clients who won’t hand over their SSN or bank info over the phone. Agent Vault turns that objection into a 60-second link instead of a lost sale.
Card required to start. Cancel anytime. Verified license required.