One private link. Signed consent, confirmed household, clean CRM.

Send each client a link from your existing renewal workflow. They sign, check their details, and attest in a few minutes, in English or Spanish. You review every change before it's saved.

Set up my page Try the client form

1
Consent
Your client confirms you as their agent of record before seeing any details.
2
Review household
They confirm or correct contact and household information — no SSN, income, or doctors.
3
Attestation
They sign the exact information they reviewed. Both signed records are kept for 10 years.
4
You approve
Compare old and new values, approve, and the update goes to your CRM contact.