SortSpoke Achieves HIPAA Compliance | Protecting Health Insurance Data

We're proud to announce that SortSpoke has achieved HIPAA compliance, meeting the federal standards required to process and protect health insurance data and Protected Health Information (PHI). This certification reflects our commitment to security, privacy, and the trust our customers place in us to handle their most sensitive data.

For health insurance carriers, MGAs working with health plans, and healthcare-focused insurtech partners, HIPAA compliance isn't optional—it's essential.

The Health Insurance Portability and Accountability Act sets strict requirements for how organizations must store, access, and process patient health information.

Getting this right matters not just for regulatory compliance, but for protecting your customers and maintaining the trust they've placed in your organization.

Why HIPAA Compliance Matters to Us

We didn't pursue HIPAA compliance because it looks good on a website. We did it because our customers asked for it. Over the past year, as we've scaled SortSpoke across the insurance industry, we've worked with more and more health insurers who needed the confidence that their document processing platform met HIPAA standards. They were processing sensitive health data—policy applications, claims information, member records—and they needed a partner who took that responsibility as seriously as they did. If you're evaluating how HIPAA impacts your organization, understanding HIPAA compliance requirements is the essential first step.

Our commitment to security starts with our core architecture. SortSpoke's human-in-the-loop AI approach means underwriters maintain oversight of every data extraction decision. That transparency isn't just good for accuracy—it's fundamental to how we approach security and compliance. We don't hide how data flows through our system; we make it auditable and traceable at every step.

The Journey to HIPAA Compliance

Achieving HIPAA compliance required more than checking boxes. It involved a comprehensive audit of our infrastructure, data handling practices, and organizational policies. Here's what that process involved:

• Infrastructure Assessment: We worked with security auditors to assess our entire platform against HIPAA Technical, Physical, and Administrative Safeguards, evaluating encryption methods, access controls, incident response, and breach notification procedures.
• Business Associate Agreements: We implemented BAA support, which means health insurers can sign a formal agreement with SortSpoke that defines how we handle, protect, and audit the use of health information on their behalf.
• Enhanced Audit Logging: We enhanced our access controls and audit logging to ensure that every interaction with sensitive data is logged, traceable, and reviewable—critical for compliance investigations and operational oversight.
• Security Policies & Training: We established formal security policies around data retention, backup procedures, incident response, and employee training. Our team undergoes regular training on HIPAA requirements and security best practices.

The entire process took several months of rigorous assessment, implementation, and validation. But the result is a platform that health insurance organizations can trust with their most sensitive data.

What HIPAA Compliance Covers

Our HIPAA certification applies to the full scope of SortSpoke's document processing capabilities. This means health insurers using our platform for submission intake, data extraction, and validation workflows can do so with confidence that their health information is protected under federal standards.

Specifically, HIPAA compliance covers:

• Encryption of health data both in transit (using TLS) and at rest (using industry-standard encryption)
• Strict access controls that limit who can access PHI, with role-based permissions and authentication requirements
• Comprehensive audit logging that tracks all access to and processing of health information
• Regular security testing and vulnerability assessments to identify and address potential risks
• Incident response and breach notification procedures that meet HIPAA requirements

Our compliance extends across all of SortSpoke's core capabilities: intelligent document processing, automated triage, and data extraction validation. Whether you're processing individual health insurance applications, claims data, or complex policy schedules, the same security protections apply. To learn more about how HIPAA requirements apply specifically to your insurance workflows, explore the detailed requirements for insurance carriers.

What This Means for Your Organization

If you're a health insurance carrier or MGA processing health plan submissions, HIPAA compliance changes what's possible with SortSpoke. You can now use our platform without needing to layer on additional security infrastructure or compliance workarounds. We've done the heavy lifting.

More concretely, this means you can reduce processing time for health insurance submissions while maintaining the security and privacy controls your customers expect. Your underwriters can work faster without the friction of compliance concerns. Your operations team can scale submission processing—moving from dozens to hundreds of submissions per day—with confidence that security and regulatory requirements are built in.

For insurtech partners building on top of insurance platforms, HIPAA compliance opens new possibilities. If you're integrating document processing into a health insurance workflow, you can now do so knowing that the data extraction layer meets federal security standards. Beyond regulatory compliance, this achievement demonstrates our commitment to the security practices that matter most in insurance. Combined with our SOC 2 Type 2 certification, SortSpoke now meets the security requirements of even the most compliance-sensitive insurance operations.

A Commitment to Ongoing Security

HIPAA compliance isn't a destination—it's an ongoing commitment. We regularly audit our systems, conduct security assessments, and update our practices as the regulatory landscape evolves. Our team stays current on emerging threats and compliance developments, and we're committed to maintaining the highest standards as SortSpoke scales.

For customers working in highly regulated environments—whether health insurance, workers' compensation, or other specialized lines—security and compliance are table stakes. We get that. That's why transparency, auditability, and trustworthiness aren't add-ons to SortSpoke; they're core to how we built the platform.