A PHI-free CRM,
on purpose.
Velo stores what agents actually live in: names, contact info, encrypted SSNs, commissions, notes. The highest-risk data class simply is not here.
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.
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.
Specifics, not slogans.
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 fields like SSNs are encrypted at rest and rendered masked. Only the agency owner can reveal one, and never by accident.
SSN reveals, permission changes, splits, and invites all write audit rows with before-and-after detail. The log is owner-reviewable and kept.
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.
The platform is security-tested on an ongoing basis, and findings are triaged and fixed fast. Report anything to security@goldenanchor.life and a human answers.
Velo stores no PHI at all, and handles what it does store to HIPAA-grade practices: encryption, least-privilege access, and audit trails.
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, and the platform is security-tested regularly.