A secure SMS link goes directly to your client — they enter their banking details and SSN on their own terms, in their own time. No awkward phone asks. No callbacks. No lost closes.
You've done everything right. The client said yes. The carrier is selected. Then the agent asks for a bank account number — and the call falls apart.
Clients aged 65 to 75 won't give account numbers over the phone. Most don't have them handy. Callbacks feel like a follow-up to a scam.
Secure Data Collection removes the awkward ask entirely.
At the end of the Right Quote flow, the agent sends a secure SMS link directly to the client's phone — one tap.
The client opens the link and enters their banking information and SSN themselves — at their own pace, in their own home. No one on the line. No pressure.
Data is encrypted end-to-end with AES-256. It goes directly to the carrier. Never over the phone. Never in a chat log.
Banking details and SSN are never returned to agent or admin views. Agents get confirmation — not the data itself.
See how Secure Data Collection closes the gap between the close and the policy.
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