Privacy Notice
About this service
Client Form Portal is used to collect the information requested for your life insurance application. It is not operated by an insurance carrier.
What we collect
Only the information a specific request asks for. For banking requests this is the account holder's name, bank name, routing number, account number and account type. We also keep a record of when a link was opened, verified and submitted.
Why we collect it
To complete the payment section of your life insurance application. Submitting a form does not authorize a withdrawal.
Who receives it
Only the insurance professional who sent you the request can view the details you submit. They may use them to complete your application with the carrier.
How it is protected
Each request uses a private link and a verification code sent to you. Submitted banking details are encrypted when stored, and links can expire or be cancelled by your insurance professional.
How long it is kept
Your insurance professional can delete submitted details once they are no longer needed.
Screen sharing
Insurance professionals can invite you to a private, view-only screen-sharing session. To join, you open a private link and enter a display name; no account or app is needed. If your insurance professional emails you the link, your email address is used only to deliver that invitation. The session shows only the tab, window or screen your insurance professional chooses to share. Video is relayed in real time through our streaming provider (Cloudflare) and is never recorded; we do not store video, audio or captured screen content. We keep basic session records (start and end times, admission status and your display name) to run the session. Links stop working when the session ends; sessions last at most 30 minutes (15 minutes on the free plan).
Chrome extension for insurance professionals
Our Chrome extension lets insurance professionals start and manage screen-sharing sessions. It stores their sign-in session and current session details in the browser so they stay signed in, and it sends data only to Client Form Portal and our sign-in service. It does not read page content, browsing history or keystrokes, and it does not sell or share data for advertising or any purpose unrelated to screen sharing.
Insurance professionals and agency customers
If you create a Client Form Portal account, we keep your name, email address, workspace and team details, plan and usage (such as screen-sharing session counts) to provide the service. Payments are processed by Stripe; we receive subscription status and billing records but never your full card number. If you contact support, we keep your message and contact details to respond.
Website analytics
On our marketing website and agent dashboard we record simple usage events, such as page visits, button clicks, sign-ups and plan choices, together with the campaign tags or referring website that brought you to us. We use a random identifier stored in your browser instead of cookies, and we do not use third-party advertising or analytics trackers. We never record analytics on client request or screen-viewing pages, and never include client information, banking details, passwords, verification codes or private links.
Service providers
We use service providers to run Client Form Portal: cloud hosting and database services, Cloudflare for live screen-sharing video, Stripe for payments, and an email delivery service for sign-in messages, invitations and notifications. They process data only to provide these services to us.
Questions or corrections
Clients: contact the insurance professional who sent you your link. Account holders: for access, correction or deletion requests, email support@clientformportal.com.