Why ELDR Makes Your Insurance Products More Valuable

• Faster, Frictionless Claim Submissions: ELDR gives clients a centralized, organized repository for everything from Jewelry appraisals, receipts, House appraisals, Medical history, photos, etc. Organized records mean faster claim filings and quicker payouts across Health, Life, Disability, and P&C policies.
• Complete Medical & Health History Control: Clients can securely upload, organize, and access their medical records, prescription lists, and physician notes 24/7. This makes managing ongoing health coverage, Medicare transitions, and second opinions seamless. Caretakers and Family can help manage and transmit needed information.
• Emergency & Travel Preparedness: Critical health files and insurance policy details are accessible anywhere in the world—vital for clients traveling abroad or facing sudden health emergencies. When emergencies happen while on cruise or vacations.
• Seamless Estate & Power of Attorney Integration: Clients can set up granular, role-based access for caretakers, family members, or Power of Attorney (POA) holders to access only medical or insurance information without compromising full financial privacy.
• Disability Application Assistance: Provides a dedicated, customizable folder system designed to streamline record collection for complex disability claims (e.g., Veterans, First Responders, or Long-Term Disability).

ELDR Organizes Life Across 5 Critical Pillars

• Medical: Surgical histories, prescriptions, allergies, emergency contacts, and physician records.
• Financial: Account listings, daily household obligations, and income documentation.
• Legal: Estate planning materials, wills, powers of attorney, and guardianship papers.
• Personal: Essential identification, travel documents, and personal directives.
• Insurance: Health, life, disability, auto, and property policy details.

Broker Advantage: How ELDR Strengthens Your Agency

• Differentiate Your Services: Stand out from competing brokers by offering a high-value voluntary benefit and modern digital vault solution.
• Elevate Retention Rates: Positioning yourself as a holistic risk and documentation advisor deepens client loyalty and drives annual policy renewals.
• Reduce Administrative Headaches: Stop chasing down lost paperwork. When clients use ELDR, their policy numbers, prior medical records, and asset appraisals are organized and ready when it’s time to re-rate or file a claim.

Partner with ELDR: Empower Your Clients, Grow Your Agency

Offer your clients the ultimate HIPAA-compliant digital vault for medical, insurance, and estate records while unlocking high-margin recurring referral revenue.

• 15% Commission on direct client sign-ups
• 5% Commission for qualified contact introductions
• Zero Overhead for your agency—we handle customer onboarding, security, and ongoing support.

The Partner Program

Earn Revenue While Solving Your Clients’ Biggest Documentation Pain Points

Whether you actively sell ELDR to your client base or simply introduce us, our partner program rewards your agency’s warm relationships.