Your clients can view policies, verify beneficiaries, access documents, and stay connected to their protection strategy — all from a private, secure mobile experience.
Households build coverage over decades across different carriers, advisors, and life events. Records drift. Beneficiaries go stale. Nobody is the system of record. HFG | Vault™ is.
Households build coverage over decades across different carriers, advisors, and inboxes. No single layer holds the complete picture.
Beneficiaries, emergency contacts, and documents go stale silently. The first time anyone notices is at claim time — already too late.
Carriers manage their slice. Advisors manage their book. Households manage their PDFs. No layer bridges them — until HFG | Vault™
A single household-level view across every active policy and every carrier. Coverage, premium, status — the protection picture is always whole.
Outdated beneficiary designations are the leading cause of claim failures. HFG | Vault™ verifies in seconds — not weeks of carrier paperwork.
Encrypted access for spouses, trustees, and dependents. Policies, statements, and estate paperwork — any device, any time.
A single household-level view across every active policy and every carrier. Coverage, premium, status — the protection picture is always whole.
Outdated beneficiary designations are the leading cause of claim failures. HFG | Vault™ verifies in seconds — not weeks of carrier paperwork.
Encrypted access for spouses, trustees, and dependents. Policies, statements, and estate paperwork — any device, any time.
Household-organized, instantly searchable, carrier-neutral. Every prior touch and every active policy — ready when you are.
Pending reviews and overdue follow-ups, ranked by urgency. The work surfaces itself — no more hunting through carrier portals.
Death claims, carrier escalations, critical illness riders — structured step-by-step protocols ready when a crisis hits. No scrambling, no guessing.
Household-organized, instantly searchable, carrier-neutral. Every prior touch and every active policy — ready when you are.
Pending reviews and overdue follow-ups, ranked by urgency. The work surfaces itself — no more hunting through carrier portals.
Death claims, carrier escalations, critical illness riders — structured step-by-step protocols ready when a crisis hits. No scrambling, no guessing.
Every policy, beneficiary, document, and contact in a single household record. Updates from any device sync to every view, instantly.
Premium notices, lapse alerts, beneficiary changes, and review prompts — routed to the right person, on the right device, the moment they matter.
HFG | Vault™ works across every active policy and every carrier. We synchronize, never broker — coverage stays portable, relationships stay intact.
SSO-ready, RBAC by audience, MFA required for advisors and institutions. Granular permissions for trustees, dependents, and emergency contacts.
Households download HFG | Vault™ directly. Advisors and institutions roll it out across a book or organization.
Available today on iOS. Use the access code from your advisor or organization to activate your household’s protection layer.
Institutional access for advisors, IMOs, agencies, and carriers. We handle onboarding, advisor training, and migration end-to-end.
HFG | Vault™ is shipping today. Evaluate it inside your organization — and map a path to the rest of the HFG platform as the surfaces come online.
