Your agency wins
Deliver more value without adding a records-management burden. Differentiate your agency, strengthen relationships beyond the sale or renewal, promote preparedness, and stay relevant year-round.
A better customer benefit
A stronger agency relationship.
EnsureLoc helps your customers keep their most important insurance, financial and estate records—home, auto and life insurance policies, financial documents, wills, powers of attorney, property records, home inventories and more—organized in one secure place and accessible anywhere, whenever they need them.
From everyday needs to policy renewals, life changes, emergencies or claims, important records are ready when they matter.
Your customers win
One place. Accessible anywhere. Ready when needed. Customers can organize insurance policies, financial and estate documents, property and vehicle records, home inventories, proof of ownership, receipts, warranties and more.
Partner referral program
Earn while delivering more value.
No cost to participate
No setup fee, monthly fee, or minimum commitment for the standard referral program.
Your own Partner Code
Receive a unique Partner Code and dedicated referral link so eligible customer enrollments can be attributed to your organization.
20% partner commission
Earn 20% on eligible first-year paid membership purchases referred through your Partner Code or link. Free memberships do not earn commission.
Partner commissions are subject to EnsureLoc partner terms, eligibility requirements, applicable law, and any professional or regulatory restrictions that apply to the partner.
Customer enrollment
Have a Partner Code? Enroll here.
Enter the Partner Code once, then choose a membership below. The referral stays attached to the eligible paid checkout—no extra page is required.
Personal Ready
$4.99/month or $39/year · 10 GB · 2 Trusted Connections
Home & Family Ready
$9.99/month or $89/year · 25 GB · 5 Trusted Connections
Business Ready
$24.99/month or $199/year · 100 GB · 10 Trusted Connections
Partner commissions apply only to eligible paid memberships under the partner program terms. The free Starter Vault does not earn commission.
Easy for your agency
You make the introduction. EnsureLoc does the rest.
1. Share
Give customers your dedicated EnsureLoc referral link or Partner Code.
2. Customer enrolls
The customer chooses a membership, creates their own account, and manages their own records.
3. Referral is tracked
Eligible paid purchases are attributed to your partner account and the applicable commission is tracked.
Built to protect professional boundaries.
| Your organization may | EnsureLoc handles | The customer controls |
|---|---|---|
| Introduce customers to important document management | Enrollment, portal provisioning, billing, and technical account support | Which records to upload and how to organize them |
| Share its Partner Code or dedicated referral link | Membership limits, service communications, and referral tracking | Who receives access and which records are shared |
| Offer EnsureLoc as an additional customer benefit | Platform policies and service administration | Ongoing record maintenance and independent backups |
Your agency does not store, manage, or access customer documents. A partner receives access to customer records only if the customer independently authorizes that access through the secure portal. EnsureLoc does not provide insurance, legal, financial, medical, claims, or emergency advice or services.
Built for agencies — useful across professions
Start with customer relationships that benefit from better important document management.
Insurance agencies
Give policyholders a practical year-round benefit for keeping home, auto, life, property and supporting records ready.
Legal & financial
Law firms, accountants, financial professionals, lenders and estate-planning practices can introduce a self-service document-management resource.
Employers & associations
Offer EnsureLoc as a practical benefit for employees, members or professional communities.
Community organizations
Healthcare groups, senior services, churches, nonprofits and community organizations can promote better records preparedness.
Become an EnsureLoc Partner
Tell us about your organization. We’ll follow up about the partner program and your dedicated referral setup.
Records guides