Security and data
Your book stays your book
Your clients are yours
Client records belong to your firm. Yousure never markets to your clients and never uses their data on Yousure's own marketplace.
Firms are kept apart
Every request is checked against the signed-in person's firm, and every query on firm data is limited to that firm. One firm can never see another's clients.
Access by role
Principals, account officers, finance and viewers each get only the actions their job needs. Officers see only their assigned clients unless you say otherwise.
Everything is logged
Every create and update on clients and policies goes into an audit trail your principal can read, including any access by Yousure support.
Private documents
Uploaded files are downloaded through the workspace by signed-in members of your firm only, never from a public link.
Proposal links
A proposal link opens one proposal and nothing else. It contains no internal notes or commission figures.
Data protection
We process personal data in line with the Nigeria Data Protection Act.
- Member health and personal details are only collected where a policy needs them, such as a staff list for an HMO.
- You can ask for your firm's data to be exported or deleted.
- Read the full Yousure privacy policy.
Run your whole book from one place
Open a workspace for your firm, import your client list, and send your first branded proposal today. Free while you try it with one office.