Empowering Insurance Agents with Secure, Streamlined Client Tools.
Manage, send, and securely obtain client forms and data with unparalleled ease and compliance.
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Explore the CentraPortal features
These features encompass a range of mechanisms designed to safeguard data integrity, confidentiality, and availability.
Ensure client confidentiality with top-tier encryption.
Utilize 256-bit AES and 2048-bit RSA encryption to safeguard all transmitted data, ensuring constant client information security and privacy.
Real-Time Agent Verifier
Employ real-time NPN verification to uphold a trusted network of certified insurance agents, boosting service credibility and security.
Streamlined processes at your fingertips.
Easily create, send, and manage essential forms like HIPAA Authorization and Banking Information, tailored to meet the unique needs of agents and clients.
Built-in urgency with self-destructing forms.
Enhance security with forms that auto-expire and erase three hours post-issuance, safeguarding sensitive data.
Tailored experience for every agent.
Agents can personalize profiles with headshots, appointed carriers, and customizable form layouts and color schemes to match personal or agency branding.
All your data in one convenient location.
Access a user-friendly dashboard for quick overviews of recent activities, form statuses, and performance metrics, enabling effective tracking of interactions.
about CentraPortal
CentraPortal revolutionizes insurance procedures by providing robust, user-friendly tools that streamline data acquisition, verify agent details seamlessly, and generate customized branded forms—all with one button, ensuring efficient management, compliance, and enriched agent-client interactions
Choose the best plan for your needs
At our company, we understand the importance of offering fair and transparent pricing to our customers.
Monthly Plan
$9.99/mo
Annually Plan
Save 20% with Monthly billing!
$7.99/mo
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Email:
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Address:
1309 Coffeen Avenue, STE 1200, Sheridan, Wyoming, 82801
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