Velo stores agency operations data such as names, contact information, encrypted SSNs, policies, commissions, and notes. Medical records, claims documents, and diagnosis information are outside the supported data model and should not be uploaded.
Medicalrecords,claims,diagnoses
Do not upload medical records, claims documents, or diagnosis information to Velo.
WHAT WE STORE
Names, DOB, contact info, language preference
SSN, encrypted at rest, masked on screen
Policies, premiums, carriers, effective dates
Commissions, splits, contracts, rates
Notes, tasks, and files in secure document storage
WHAT WE REFUSE TO STORE
Medical records, diagnoses, treatment history
Claims data of any kind
Clinical-record and claims uploads: the terms prohibit them, and warnings appear on relevant surfaces
Keep that material in the appropriate carrier or clinical system
TRY THE REAL BEHAVIOR
Every SSN reveal leaves a fingerprint.
SSNs live encrypted and render masked. Only the agency owner can decrypt one, and the moment they do, an audit row is written that never gets pruned. Click reveal and watch it happen.
WRITTEN TO THE AUDIT LOG · RETAINED FOREVER · OWNER-REVIEWABLE UNDER REPORTS
PER-AGENT VISIBILITY SCOPES · LIVE
Your book, your states.
Multi-state agencies restrict what each agent sees by state, carrier, product line, or ownership. Click the states in this demo book to change what agent Maria can see.
A DEMO BOOK · 9 STATESHOVER A STATE
IN MARIA'S SCOPEBOOK STATE · CLICK TO GRANTNO CLIENTS YET
MD
Maria Delgado
Managed agent · scoped by state
SCOPE: FL + GA
IN MARIA'S VIEW27 CLIENTS · $675/MO EST.
VO
Valentina Ortiz
Oscar Bronze · $170/mo
FL
RA
Robert Ashford
Oscar Gold · $291/mo
FL
CV
Camila Vega
Molina Silver · $220/mo
FL
DH
Diego Herrera
Ambetter Bronze · $190/mo
TX · HIDDEN
BF
Brandon Foster
Ambetter Silver · $212/mo
TX · HIDDEN
LC
Lucia Castillo
Oscar Silver · $237/mo
GA
MS
Michael Sanders
Aetna Silver · $205/mo
NC · HIDDEN
PR
Priya Raman
BCBS Silver · $224/mo
IL · HIDDEN
AF
Ana Fuentes
Ambetter Silver · $198/mo
AZ · HIDDEN
SCOPES COMBINE WITH AND LOGIC: STATE + CARRIER + PRODUCT + OWNER. ENFORCED IN THE DATABASE, NOT THE UI.
HOW IT IS BUILT
Specifics, not slogans.
ISOLATION AT THE DATABASE LEVEL
EVERY TABLE
Each agency's data is isolated at the database level, on every table and view. Another agency's workspace is not hidden from you; it is unreachable.
SENSITIVE DATA ENCRYPTED AT REST
SSN + MASKING
Sensitive fields like SSNs are encrypted at rest and rendered masked. Only the agency owner can reveal one, and never by accident.
SENSITIVE ACTIONS AUDIT-LOGGED
RETAINED
SSN reveals, permission changes, splits, and invites all write audit rows with before-and-after detail. The log is owner-reviewable and kept.
SESSIONS AUTO-LOCK
INACTIVITY
Walk away from the laptop at an enrollment event and the session locks itself after inactivity. Signing back in takes seconds; leaving it open takes nothing.
SECURITY CONCERNS
REPORT AND REVIEW
Report a security concern to security@goldenanchor.life. We review reports and prioritize remediation based on impact.
SECURITY CONTROLS FOR AGENCY DATA
ENCRYPTION · ACCESS CONTROLS · AUDIT TRAILS
Velo uses encryption, least-privilege access controls, and audit trails for supported agency data.
THE STACK
Boring infrastructure, by choice.
Velo runs on established providers with their own security programs, not a home-built stack. Documents live in secure document storage with per-agency isolation.