Link shortener for
financial services & insurance
A policy document or a client's account summary isn't something you want sitting behind a link anyone can open if they guess the URL. Truthylink password-protects each link, sets it to expire on its own, and keeps a record of who created and approved it before it ever reached a client.
Link settings
truthylink.com/policy-doc-2214
A document link with an expiry date
Policy documents and client communications don't need to stay accessible forever. Set a password, an expiry date, or both — and every access attempt is logged.
Every link tracked, from draft to approval
Password-protected client links
Share a policy document, a quote, or an account summary behind a password instead of a public URL — only the client you send it to can open it.
Links that expire on a set date
A quote or a time-limited offer can be set to stop working automatically — no stale link circulating after the terms it referenced have changed.
A full approval workflow before anything goes live
A link moves from draft to pending approval to approved or rejected — nothing an advisor creates reaches a client until an admin has signed off.
Every decision logged, with a reason
Every approval or rejection is recorded — who reviewed it, when, and why — so there's a written record if a compliance question ever comes up.
Email alerts when a link needs review
The moment a link is submitted for approval, the reviewer gets notified by email — and the person who submitted it is notified the moment a decision is made.
Team roles that match how you actually work
Owners and admins approve links; members submit them. Invite the rest of the team and control who can publish without involving IT.
How financial services and insurance teams use Truthylink
An advisor drafts a link for a document or quote
Set a password and an expiry date before the link ever leaves draft status — the protections are attached from the start, not bolted on later.
The link is submitted for approval
Submitting moves the link to pending approval and sends a notification to the team's approvers automatically.
An admin reviews it and makes a call
Approve or reject with a reason attached — the decision and the reasoning are both saved to the link's record.
The client receives a link that's actually protected
Once approved, the password and expiry date are already in place — nothing further to configure before sending it out.
Pull the audit trail whenever you need it
Every link's full history — who created it, who approved it, and when — is available on demand, not reconstructed after the fact.
Try it free for 14 days
Pro trial — no credit card required. Password protection, link expiry, and the full team approval workflow included.