Least exposure, by default
Insurance agencies hold sensitive client data. Vora shows each person only what their role needs, and asks for proof before anything risky happens.
Book of Business
720 policies selected
Exports include client data, so Vora asks for a fresh two-factor code first.
Try it: press Export CSV and enter the code. Example data.
Same record, six different views
Pick who is looking. Visibility follows the hierarchy, and the most sensitive digits stay with the people who wrote the business.
Viewing as
Client record
Writing agent
- Client
- Brenda Pruitt(407) 555-0148
- SSN, last 4
- ••• •• 4412
- Policy
- American Amicable, Senior Choice$63.69/mo
- Your advance
- $458.57
Jordan wrote this policy, so he sees the whole record and his own pay on it.
Simplified. Admins also tune scoreboard visibility and portal access.
Four layers between a client and a mistake
Protection does not rest on one check. The database, the app, the session and the edge each enforce their own rules.
Database
Every row belongs to an agency.
- Postgres row-level security on every table
- Tests for every role, including reads that must fail
- Partitioned audit log
- Private file storage
Application
People see what their role needs.
- Sensitive details masked by default
- Pickers show names only
- Support limited to 9 allow-listed proposals
- Every support view of personal data logged
Session
Proving it is you, again when it matters.
- Authenticator-app two-factor
- Required for admins or for everyone
- Fresh check within five minutes for risky actions
- Passwordless email codes for clients
Edge
What leaves Vora is signed and scrubbed.
- Enforced content security policy
- HTTPS everywhere with HSTS preload
- HMAC-signed webhooks without client PII
- AI through a zero data retention gateway
A record of every change
Exports, status changes, approvals, consent updates and every support view of personal data land in the activity log. Admins can filter it and export it.
Consent that follows the client
Opt-outs are shared across text and phone. STOP is honoured everywhere at once, and dialer consent certificates stay with the lead.
AI that cannot overreach
The Data Assistant uses read-only lookups, never sees raw personal data and keeps no conversation history.
Errors without exposure
Error monitoring scrubs personal data before anything leaves the app, so debugging never means leaking.
Activity log
LiveMarcus Bell exported Book of Business
Just now
Elena Ruiz listened in on a live call
2 min ago
Victoria Hale promoted Logan Hart to admin
4 min ago
Marcus Bell created API key with deals scope
6 min ago
Richard Jennings replied STOP to texts
8 min ago
Example activity.
Have a security question or need to report an issue? Email info@vorafinancial.io.
Bring your agency onto Vora
Tell us about your agency. We will set up your carriers, commission grid and team, and walk you through who sees what before anyone signs in.