Data security for Medicare & financial sales teams

Keep your clients’ private information out of the wrong hands.

Most leaks aren’t break-ins — they’re one ordinary login reaching records it was never meant to see. We find those gaps and show you exactly how to close them.

For the full audit, you only pay in full if we find something — otherwise you get 80% of your fee back.

  • Run by the two founders — never a junior
  • Authorized & insured, and we sign a BAA
  • We never touch a real client’s record
A sample of your report
  • One agent login could see every client’s SSN

    Fix immediately

    Critical
  • One report could expose every agent’s commissions

    Fix soon

    High
  • Client billing details were properly protected

    Working as it should

    Safe

Drawn from real audits, names removed — rated and explained in plain English, with the good news included.

Measured against the rules you answer toHIPAASOC 2GLBAPCI-DSSState privacy laws
Free 2-minute risk check

Not sure where you stand? Find out in two minutes.

Six plain-English questions, a personalized read on your risk plus what a leak could cost — no login, and your answers never leave your browser.

Start the risk check
The problem

Your clients’ private information lives inside your software.

Agent portals, customer databases, back-office tools — the software your team uses every day holds it all:

Social Security numbersHealth detailsBank informationW-9s & tax formsCopies of IDs

Most leaks aren’t dramatic break-ins. They happen when software checks that someone is logged in, but never checks whether that person is actually allowed to see what they asked for. We find those gaps and prove them — before someone else does.

And when that data leaks, it isn’t just an IT problem. It’s a reportable breach you may be legally required to disclose — with HIPAA penalties, and the trust of the carriers you depend on, at stake.

See it, don’t just read it

Here’s how a leak actually happens.

Most breaches aren’t dramatic hacks. Watch what one ordinary agent login can reach.

You’re logged in as a regular agent. You should only be able to see your own clients.

What we do

Two ways to check your software.

Start with an automated check of what a stranger can see, or have a cybersecurity expert test everything a logged-in user can reach.

Fully Managed Security Audit

A cybersecurity expert tests your entire system by hand — including the private, logged-in access where the worst leaks hide — then walks your technical team through every finding and exactly how to fix it.

Learn more

Automated Security Audit

A fast, expert-reviewed check of everything a stranger can reach before anyone logs in — your public pages, sign-up flows, and public APIs — with a one-hour session with a cybersecurity expert to walk you through what we found.

Learn more
Why BolderRoad

We find the weakness scanners can’t: who can see what.

The most damaging leaks come from access-control gaps — one logged-in user reaching data they should never see. Automated tools can’t judge that; only a person can. It’s exactly what we specialize in.

We find who can see what

The most damaging leaks come from one logged-in user reaching records they should never see. A scanner can’t judge whether this person should see this data — a person has to. That’s the testing we specialize in.

Plain-English answers, with proof

You get a clear report anyone on your leadership team can read: what we found, how serious it is, and exactly how to fix it — backed by evidence, not guesswork.

We never touch a real client’s data

We prove a problem exists without ever opening a real person’s record. Your customers’ information is never at risk while we work.

We tell you what’s working, too

We don’t just hand you a list of problems. We confirm what’s already safe, so you know exactly where you stand — not just what to worry about.

How it works

The same careful process, every time.

Seven steps take us from knowing nothing about your system to a clear report you can act on — done the same way, every time.

01

We learn how your software is built

First we map out how your system works and where your clients’ information is stored — starting with no assumptions.

02

We map every door and window

We catalog every page and every place information comes in or out — the way a security expert maps every entrance to a building.

03

We look for stray keys

We search for passwords and access keys that may have been left exposed where an outsider could find and use them.

04

We test the locks

We check whether each “locked” area is truly protected by the system — or just hidden on the screen where a determined person could still get in.

05

We safely try to get in

Using test accounts we create, we attempt exactly what an intruder would: reaching records we shouldn’t be able to see — without ever touching real client data.

06

We report in plain English

You get a clear report: what we found, how serious each issue is, and how to fix it — written for people, not just programmers.

07

We double-check nothing was missed

Before we finish, we run your results through a complete checklist of the ways software gets breached, so nothing slips through.

Who we help

Built for Medicare and financial sales teams.

We focus on healthcare, insurance, and financial organizations that run their own software full of sensitive client information.

Medicare & health insurance

If your team sells or services Medicare and health plans, your software holds some of the most sensitive information there is — Social Security numbers, dates of birth, health conditions, and copies of IDs. If the wrong person reaches it, you’re not just facing upset clients; you’re facing HIPAA penalties and a breach you may be legally required to report. We find those gaps before they become headlines.

HIPAASOC 2Breach-notification laws

Financial & insurance sales

Your agent portals and back-office tools hold bank details, tax forms, and commission records. We find the gaps that could expose them, and show you how your protections measure up to the financial-privacy rules you’re required to follow.

GLBAPCI-DSSState insurance rules
Proof, not promises

What we’ve found — and what held up.

Real results from past jobs, with names removed. We report the good news as carefully as the bad.

70,000+ people

reachable from one ordinary login

At one agency, a regular agent login could pull up a list of roughly 70,000 people’s records — and a file of everyone’s commissions. The software checked that you were logged in, but never checked whether you were allowed to see it.

A hidden master key

one company could take over another

At an insurance CRM, we found a way for one company’s account to quietly take over another company’s — and see everything inside. We caught it before anyone else could.

A clean bill of health

sometimes the news is good

On another system, everything held up. We confirmed the private data was properly protected and reported only minor tune-ups. We’re just as thorough about telling you what’s working.

Simple, honest pricing

From $19,950 — or the full expert audit at $59,950.

Start with an automated check of what a stranger can reach, or have a cybersecurity expert test everything a logged-in user can reach. For the managed audit, you only pay in full if we find something — otherwise you get 80% back.

Find out who can really see your clients’ data.

Book a short call and we’ll walk you through exactly how an audit would work for your business — in plain English.