CMS-Compliant PTC Forms. Stored for 10 Years.
Get Permission to Contact in seconds — with e-signature, PDF delivery, and long-term audit-ready storage.
Features That Make Compliance Simple
Everything you need to stay compliant with CMS requirements
Long-Term PDF Storage
Forms are sealed, timestamped, and stored for 10 years.
Built-in E-Signature
No accounts. Just sign, submit, and done.
Agent-First Delivery
PDF copies sent instantly to you — no chasing clients or folders.
How It Works
Simple, secure, and compliant — every time
Step 1
You send a private link (PURL) to the client
Step 2
They complete & sign the PTC form
Step 3
A compliant PDF is generated and emailed
Step 4
It's stored securely — for a decade
"This is what I wish I had during last AEP. No more Google Drive mess."
— Licensed Agent, Texas
Flat pricing. No contracts. Pay only for what you use.
Choose between single forms or save with bulk credit packages.
$1 per PTC form
Pay-as-you-go. No monthly fees.
- E-signature included
- Instant PDF delivery
- 10-year secure storage
- No login required for clients