Everything You've Built.
Protected. Organized. Ready for Your Family.
One free account. Every policy you own — stored, organized, and shareable with the people who matter most. Your insurance record. Your estate documents. Your family's peace of mind.
You spent a lifetime building it. Don't leave it scattered across filing cabinets and email threads.
Free. No credit card. No obligation.
The Problem
When Something Happens, Your Family Shouldn't Have to Search for Answers.
Most families have no idea what coverage exists, where the policies are, who the carriers are, or what the beneficiary designations say. When a spouse passes, when a parent has a health crisis, when an estate needs to be settled — the paperwork hunt begins at the worst possible moment.
The Solution
One Place. Everything. Shared on Your Terms.
The Patriot Plans vault is your personal insurance command center — built for you, controlled by you, shared with whoever you choose. Your policies. Your estate documents. Your beneficiary notes. All organized, all accessible, all ready when your family needs them.
Your Insurance Command Center
Everything below is free. No upgrade required. No credit card.
Insurance Vault
Store every policy you own — Medicare Supplement, life insurance, health coverage, dental, vision, auto, home — in one secure, private place. Policy number, carrier, premium, renewal date, beneficiary, and notes. Organized the way you want it. Accessible from any device, any time.
- All policy types — insurance, annuities, estate docs
- Renewal date reminders
- Beneficiary notes and contact info
- Accessible from phone, tablet, or computer
Share With Loved Ones
You decide who sees what. Share your complete vault with a spouse. Share just your life insurance details with an adult child. Share an emergency summary with your attorney or executor. When the time comes — and it always does — the people who love you will have what they need, without the search.
- Controlled sharing — you set the permissions
- Share with spouse, children, attorney, or executor
- Emergency access for trusted family members
- Update any time, revoke any time
Estate & Legacy Planning
Your insurance is only part of the picture. Store notes on your will, trust, power of attorney, and advance directives alongside your coverage. Keep your beneficiary designations current. Leave your family a complete financial record — not a mystery to solve.
- Store will, trust, and POA references
- Beneficiary designation tracker
- Notes for your executor or attorney
- Pair with our Legacy Planning resources
Licensed Agent Consultations
Book time with a licensed Patriot Plans agent — on your schedule, at your convenience. Ask questions about your current coverage. Get a second opinion on a plan you're considering. Review your options before open enrollment. No sales pressure. Straight answers.
- Book online, any time
- Licensed in all 50 states
- Free — no obligation to buy
- Same agent, ongoing relationship
Takes 60 seconds. Lasts a lifetime.
Name. Email. Password. Your vault is ready the moment you're in.
No credit card. No obligation.
Picture This
Your Spouse Needs to Find Your Life Insurance Policy. Tonight.
Without the vault: they're searching email, filing cabinets, old folders, calling carriers they can't name, hoping something turns up. With the vault: they open the app, find the policy, the carrier phone number, the policy number, and the beneficiary designation — in under a minute.
Your Adult Child Is Handling Your Estate. They Have No Idea Where to Start.
Without the vault: they're calling every insurance company they can think of, waiting on hold, trying to piece together what you had. With the vault: you shared it with them years ago. Everything is there — policies, documents, contacts, notes you left for exactly this moment.
Open Enrollment Is Coming. You Can't Remember What You Have or What It Costs.
Without the vault: you're guessing, or calling carriers one by one, or just renewing what you have because it's easier. With the vault: every plan, every premium, every renewal date is right there. You walk into open enrollment knowing exactly where you stand.
How It Works
Three steps. Under two minutes.
Create Your Account
Enter your name, email, and a password. No credit card. No phone number required. Your vault is live immediately.
Build Your Record
Add your policies, estate document references, beneficiary notes, and renewal dates. Takes as long as you want — add one policy today, the rest whenever you're ready.
Share With Who Matters
Invite a spouse, adult child, attorney, or executor to access your vault. You control what they see. Update or revoke access any time.
Built by People Who've Seen What Happens Without It
Independent. Licensed. Your Data Stays Yours.
Patriot Plans is a fully independent insurance agency, licensed in all 50 states, the U.S. Virgin Islands, and Puerto Rico. We are not affiliated with or endorsed by the U.S. government or the federal Medicare program. Your vault data is encrypted, private, and never sold to third parties. You own it. You control it. We are here when you need us.
Founded in 2024 by Brandon Todd — whose father Frank, a U.S. Army Green Beret, built his career in insurance one family at a time. Over 30 years of combined experience. The same values that built the agency are the values that built this vault.
Straight Answers
Want to learn more about protecting your family's financial future? Explore Legacy Planning →
You Built It. Protect It.
Leave It Ready for the People You Love.
Create your free vault and get your insurance record organized — every policy, every document, every renewal date — shareable with your family on your terms.
No credit card. No obligation. No catch. Just the peace of mind that comes from knowing your family has what they need.
Patriot Plans is not affiliated with or endorsed by the U.S. government or the federal Medicare program. Licensed in all 50 states, USVI, and Puerto Rico. PO Box 11, Boca Raton, FL 33429.