Agency workspaces
Staff work within their agency’s records. Roles distinguish case work from team administration, and access is checked by the application.
The right case.
The right people.
Understand how the current workflow separates agency access, client submissions and the response you send to a carrier.
Case-specific links
Clients receive access to one case. Links expire and can be revoked by the agency. Anyone holding a valid link can use it, so treat it as private access.
A deliberate submission
Clients upload first, then choose when to send ready evidence. Incorrect unsent files can be removed before that handoff.
Preserved response records
A prepared packet retains the selected file versions. Later uploads do not rewrite that response, and recording delivery remains separate from a carrier decision.
Retention & requests
Your records, with a clear request process.
Case closure, trial expiry and subscription cancellation do not automatically erase your agency’s records. Owners can request retrieval, correction or deletion through the privacy contact form. We verify authority before releasing or removing information.
Our Privacy Policy describes the service providers, international processing, retention and backup limitations. Keep your own copies of the records your agency needs.
Read the Privacy PolicyBuilt around the agency’s day
Make your next follow-up easier.
Start a 30-day free trial with no credit card. Have a question first? We’re here to help.