Quote redaction is the removal of nonpublic personal information from a pricing record. GLBA, at 15 U.S.C. §6802, limits sharing of that data. anonym.plus marks each item on your device, so the pricing detail stays clear while the prospect stays shielded.
When this applies
A pricing record holds the prospect's contacts and rating inputs. You trim those fields before the document moves to a partner or carrier.
How anonym.plus handles it
- Open the record in anonym.plus on your device.
- Local OCR reads any scanned rating sheet.
- The tool flags names, contacts, and accounts.
- Keep the rating factors and premium intact.
- Swap or black out the confirmed items.
- Save the clean copy locally.
What you need to provide
- The quote record (PDF, DOCX, or scan).
- An operator (Replace keeps the figures readable).
- Optional allow-list for premium and rating codes.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | prospect Cole → [PROSPECT] |
| Contact | EMAIL_ADDRESS | cole@example.com → [EMAIL] |
| Contact | PHONE_NUMBER | (503) 555 2210 → [PHONE] |
| Financial | MONEY | premium $1,420 → [AMOUNT] |
| Dates | DATE_TIME | DOB 1991 → [DOB] |
| Location | LOCATION | rating address → [ADDRESS] |
Compliance achieved
- Shields prospect data under GLBA (15 U.S.C. §6802).
- Keeps rating factors and premium whole for review.
- Offline work keeps the record off the cloud.
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Limitations & cautions
A rating address can hint at the prospect even after the name goes. The tool flags named items. Decide whether the address must be masked too.
Frequently asked questions
Can I keep the premium figure?
Yes. Allow-list the premium and rating codes so they stay while personal data is removed.
Does GLBA cover a quote?
Yes. A prospect's nonpublic data falls under GLBA. anonym.plus flags the identifiers so you can apply the rule.
Is the record uploaded?
No. The app is fully offline, so it stays on your device.