Who actually has access to the client data Voksha captures during a call?

For Insurance Agents

Your agency owns the data captured on every call, and access follows the same permission structure you already apply to your CRM or agency management system once the data flows into it through your configured integration. During setup you determine where captured data lands, whether that is a shared team inbox, individual producer records tied to a specific client's file, or a centralized lead queue, and who within your agency has visibility into which categories of calls, for example restricting full quote intake data with driver's license numbers or partial SSNs to licensed producers and CSRs rather than making it broadly visible. For agencies on the Enterprise plan handling Medicare, group health, or other HIPAA-relevant business, the HIPAA compliance coverage on that tier includes the access control and data handling safeguards that classification of data requires, which is a meaningfully different standard than standard P&C quote intake data. As a general practice, treat access to Voksha's captured call data the same way you would treat access to your AMS or CRM, limit it to staff who need it for their role, and follow your agency's existing data retention and access policies rather than treating captured call data as a separate system with its own rules. If your agency carries cyber liability or technology E&O coverage, it is worth confirming with your carrier or broker how third-party call handling and data capture tools fit into your existing coverage, the same way you would for any vendor that touches client personal information, since this is a standard due-diligence step regardless of which vendor you use.