Privacy posture

Broker-owned data handling

MoreVoluntary is designed as a white-label broker platform. The broker's subdomain, support details, campaigns, and chatbot configuration are broker-scoped so the end user experiences the portal as part of the broker's relationship.

Medical bill uploads can be OCR processed for understanding, then stored in the connected cloud storage destination selected by the user or broker workflow. Variable billing is based on growth sales attribution and AI feature usage, not a fixed monthly invoice.