SecurelyFax for insurance

Fax, organize, and track policy documents — without manual filing

Insurance still moves on signed forms. SecurelyFax delivers them securely, files them into the right policy or claim, and feeds them to your CRM automatically.

Start organizing your policy documents See pricing

Built for independent agencies, MGAs, captive agents, and benefits brokers.

Fax is still required. Your workflow shouldn't be stuck in 1995.

The headaches we hear from teams like yours:

✕ Signed apps and proof documents drowning the front-desk inbox
✕ Carriers fax acknowledgments that nobody routes to the right rep
✕ Lost authorizations and re-faxing the same document three times
✕ Compliance reviews that demand audit-ready document trails

A modern fax inbox built for the work you actually do

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Per-policy fax rooms

Spin up a fax room per book of business or carrier. Each room has its own DID, members, and retention rules.

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Auto-route to CRM

Push every fax into HubSpot-style records via our HighLevel or ClickFunnels integration — or any CRM via webhook.

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Public intake URLs

Send your client a per-application intake URL. They upload signed forms — straight into the right policy room, no email back-and-forth.

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Audit + retention

Every fax is stamped with sender / recipient / timestamp. Set a policy-line retention (e.g., 5 years) and we auto-purge after.

How teams in insurance use SecurelyFax

New-business apps

Independent agency gives each carrier a dedicated DID. Inbound carrier paperwork lands in the right carrier's room and is auto-attached to the right HubSpot deal.

Claims documentation

Claims department has its own room with longer retention. Adjusters see only their assigned faxes; cross-room access is impossible.

Renewal acknowledgments

Renewal team gets a dedicated number for carrier renewals. Every received fax is logged as a CRM activity on the matching policy.

Common questions

Can different teams have different numbers?

Yes. Order one DID per team or per carrier and pin it to a fax room. Members of other rooms can't see those faxes — even other agency staff.

Does this integrate with our agency management system?

Push faxes into your AMS via our webhook or any of the CRM integrations. Push to Google Drive / OneDrive for archival.

Can clients upload documents without faxing?

Yes — the per-room intake URL accepts PDF or image uploads from any browser.

Is this HIPAA-capable for health insurance?

Yes — sign our BAA on the HIPAA tier.

Pricing that scales with your team

Pay-as-you-go from $0.07/page, or pick a monthly plan from $7.99. HIPAA tier with signed BAA available at $49.99.

Start organizing your policy documents