Is Voksha compliant with the privacy and data regulations insurance agencies deal with?
For Insurance Agents
Insurance agencies handle personal information covered by state insurance data privacy laws (many states have adopted versions of the NAIC Insurance Data Security Model Law) and, when you write health-adjacent products like Medicare Supplement or group benefits, information that can touch HIPAA-covered data depending on how it is collected and shared. Voksha offers HIPAA and GDPR compliance on the Enterprise plan, which is the right tier for agencies that write Medicare, health-adjacent, or employee benefits business where call intake may involve health information alongside standard policy data. For agencies writing purely property and casualty lines (auto, home, umbrella, commercial general liability), the data captured during quote intake, driver's license numbers, vehicle VINs, property addresses, prior claims history, is sensitive personal and financial information but does not fall under HIPAA specifically. Regardless of plan tier, agencies should apply the same data-handling discipline to call intake data that they already apply to their agency management system: limiting who has access to captured lead data, not pasting client Social Security numbers or full financial account numbers into open text fields during a call unless your workflow specifically requires and secures that, and following your state's insurance data security requirements around breach notification and data disposal. If your agency writes Medicare, group health, or any product where callers might disclose protected health information during intake, Enterprise is the tier to use specifically for the HIPAA coverage. If you write pure P&C lines, Premium is generally sufficient from a compliance standpoint, though you should confirm your specific state's requirements with your compliance or E&O carrier contact.
Insurance agencies handle personal information covered by state insurance data privacy laws (many states have adopted versions of the NAIC Insurance Data Security Model Law) and, when you write health-adjacent products like Medicare Supplement or group benefits, information that can touch HIPAA-covered data depending on how it is collected and shared. Voksha offers HIPAA and GDPR compliance on the Enterprise plan, which is the right tier for agencies that write Medicare, health-adjacent, or employee benefits business where call intake may involve health information alongside standard policy data. For agencies writing purely property and casualty lines (auto, home, umbrella, commercial general liability), the data captured during quote intake, driver's license numbers, vehicle VINs, property addresses, prior claims history, is sensitive personal and financial information but does not fall under HIPAA specifically. Regardless of plan tier, agencies should apply the same data-handling discipline to call intake data that they already apply to their agency management system: limiting who has access to captured lead data, not pasting client Social Security numbers or full financial account numbers into open text fields during a call unless your workflow specifically requires and secures that, and following your state's insurance data security requirements around breach notification and data disposal. If your agency writes Medicare, group health, or any product where callers might disclose protected health information during intake, Enterprise is the tier to use specifically for the HIPAA coverage. If you write pure P&C lines, Premium is generally sufficient from a compliance standpoint, though you should confirm your specific state's requirements with your compliance or E&O carrier contact.
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