How does Voksha handle sensitive information like driver's license numbers or partial SSNs during a quote call?

For Insurance Agents

Accurate quote intake for auto and life insurance often requires collecting sensitive fields, driver's license numbers, dates of birth, vehicle VINs, and sometimes the last four digits of a Social Security number for identity verification or credit-based insurance scoring. Voksha captures whatever fields you configure into your quote intake script, and that captured data flows into your agency management system or CRM through the integration you set up, rather than sitting in a separate unsecured location. Agencies should be deliberate about what they actually need captured by phone versus what should wait for a secure follow-up, for example many agencies choose to collect the last four of an SSN over the phone (sufficient for most credit-scoring purposes) rather than a full SSN, and route full SSN collection to a secure online form or in-person visit instead. This is a configuration decision you make during setup, not a fixed behavior, so you can match your intake script to your agency's existing data-handling policy and your E&O carrier's guidance. For agencies writing group health or Medicare business where health information may come up during intake, Enterprise plan HIPAA compliance is the appropriate tier, since that data classification carries different handling requirements than standard P&C intake fields. As a general practice, treat what you configure Voksha to collect the same way you would train a new front-desk hire: collect only what you need for that specific step of the process, and route anything more sensitive to a secure, verified channel rather than open phone collection.