Simplifying Secure Communication
Consently helps licensed professionals receive, manage, and protect sensitive client information with confidence.
Start Secure TransferConsently isn't just another data portal—it's a complete solution for professionals who need to ensure every interaction is secure, professional, and compliant. By streamlining how clients submit sensitive information, Consently saves you time, reduces liability, and improves client trust.
Why Choose Consently?
Build Client Trust – Demonstrate professionalism by offering a secure, easy-to-use communication platform.
Save Time & Reduce Hassle – Stop chasing paperwork and waiting for emails; receive all documents in one organized portal.
Enhance Compliance – Avoid costly mistakes by ensuring all submissions and communications are logged and consent-driven.
Protect Your Reputation – Keep sensitive data safe and encrypted to maintain your credibility as a licensed professional.
Scalable Solution – Designed to grow with your business, whether you're an independent agent or managing a large team.
About Consently
Consently is a secure, cloud-based platform that allows clients to safely share personal and confidential information with trusted professionals. Our system is especially valuable for insurance agents, financial advisors, and real estate professionals who need to manage sensitive data efficiently.
Securely collect personal details and policy applications.
Receive ID scans, health records, and proof of coverage safely.
Gather payment and beneficiary information without risk.
With a modern, intuitive design and industry-leading security, Consently ensures your business operations remain professional, reliable, and compliant.
How It Works
Clients Submit Information
Your clients securely upload documents and provide personal or financial details via our encrypted portal.
Agents Receive and Validate
Only verified, licensed professionals gain access to submissions. Organize and review all client files in one place.
Notifications and Confirmations
Clients automatically receive confirmation updates and reminders, while you get notified instantly of new submissions.
All communication is client-initiated and fully logged for compliance.
Key Features
Encrypted Data Transfer
All files and data are secured both in transit and at rest.
Client-Friendly Portal
Simple, intuitive interface for clients to submit their information.
Automated Updates
Reduce follow-ups with automated confirmation and reminder notifications.
Customizable Workflow
Adapt Consently to fit your existing processes and client journey.
Professional Branding
Present a secure, branded experience that reinforces your credibility.
Security & Compliance
Encrypted Data Transfer
Applications and documents remain secure at every step.
Regulatory Alignment
Built with TCPA, CAN-SPAM, CCPA, and GDPR standards in mind.
Verified Professionals Only
Access is limited to authenticated, licensed users.
Client Consent First
Every communication is opt-in and initiated by the client.
By choosing Consently, you're taking a proactive step toward safeguarding your business while delivering a better experience for your clients.