Account and help

Your data and your customers' data

Your book is yours. Here is how we keep it that way.

Your book is yours. Your customers, policies and leads are never sold, shared, or used for anyone else.
Kept apart from every other advisor. Each advisor's data is walled off inside the database itself, so one advisor cannot see another's customers, even by accident.
Encrypted on the way. Everything between your device and IndSure travels over a secure connection.
Share links cannot be guessed. A shared report opens only with its long random link, and shows the report, not your customer's full record.
Take it with you. Download everything from Settings, or export policies to Excel, at any time.
Agencies are open about access. When an agency owner opens an advisor's book, the advisor can see that it happened.

For the full details, read our Privacy Policy. If you have a concern, write to our Grievance Officer.