Your Data, Your Records, Your Choice
Informed + Choice is a technology company, not an insurance agency. We do not sell insurance, and we do not compete for your clients.
Our philosophy is that your clients are your clients, and your compliance records should remain under your control.
For agents and agencies that want a fully managed solution, SOA Vault provides a secure record workflow and managed vault storage for SOAs, ACA consent records, call recordings, eligibility-review documentation, telephonic enrollment records, and supporting sales files.
For agencies, FMOs, and broker organizations that prefer to use their own storage environment, we support Broker-Owned Storage. That means your organization can keep the SOA Vault workflow while routing records into approved storage you own and control, such as Microsoft 365, SharePoint, AWS, Azure, Google Cloud, Box, Dropbox, or another supported destination.
SOA Vault provides the workflow, filing structure, record index, retrieval tools, and audit trail. Your organization chooses the storage posture that fits your compliance program.