AgentAssistSystemStart free trial

Trust & security

Built for regulated agencies.

Client health information and signed SOAs deserve more than a shared spreadsheet.

TLS 1.2+ in transitAES-256 at restRow-level securityAuto sign-out when idle

Client data safeguards

Access controls, encryption in transit and at rest, and automatic sign-out after inactivity.

HIPAA readiness checklist

A built-in checklist walks your agency through safeguards for client health information.

Encrypted cloud storage

Documents and signed forms live in managed, access-controlled cloud storage.

Per-agency data isolation

Row-level security restricts access to agency records by permission.

Questions? Email support@firstamericancrm.com

Ready to run your agency on one screen?

30 days free. No credit card. No contract. Import your clients and get to work.