What is Insurance Lockbox?

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Insurance Lockbox is an online secure location for the storing of personal information about:

  • Insurance policies
  • Checking accounts
  • Brokerage accounts, Mutual Funds, and Retirement Accounts
  • Real Estate
  • Personal Property (Cars, Boats, RV’s, Four-wheelers, Trailers, etc.)
  • Professional Service Providers (Doctors, Lawyers, Financial Advisors, Stock Brokers, Accountants, etc.)
  • Location Information on Wills, Tax Returns, Mortgage Documents, Deeds, Birth Certificates, and Marriage Licenses
  • Personal Health Information on Prescription Drugs, Pharmacists, Doctors, etc.)
  • Final Wish instructions and burial information

As you can see, the list is endless. Insurance Lockbox provides safe, online storage for your important information.

Why can’t I just make a spreadsheet and record all the information that goes into Insurance Lockbox and keep it in some secure location myself?

Have you ever seen an unclaimed property list printed in your local newspaper? The fact is that millions of people every year fail to include, remember, or record very valuable information. Also, most people have information stored in many different locations. Some of us even try to rely on memory instead of writing it down. Many events and circumstances change during our lifetime and so do policy numbers, insurance companies, amounts, and beneficiaries. When important information is scattered it often fails to get recorded or changed promptly.

Think of this: If you were unable to or not here to retrieve critical information, how would a key person in your life be able to locate all the data that you needed and retrieve it in timely manner? Insurance Lockbox answers all these questions and more.

How can I be sure that Insurance Lockbox will be a safe, protected, and secure location for my important personal information?

We designed Insurance Lockbox to be a trigger that reminds you of your important insurance policies, accounts, and service professionals. It does not contain information useful to those who are unwanted or uninvolved. We don’t ask for your social security number. We also don’t record the complete numbers of your checking account, brokerage accounts, or credit card accounts. We don’t ask for user IDs or passwords. Our goal is to provide the person you trust an easy and quick way to recall:

  • Who to contact
  • What you have
  • Where it is located
  • How to find it

To make our website safe, first we use secure web servers and data encryption. Second, the personal information we store is not sufficient for identity theft (because we don't want your social security number or complete account numbers). Therefore, even if someone were able to overcome all the safety barriers and security features of Insurance Lockbox, the information available to them would be practically useless.


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