Platform | Data Security
Enterprise-Grade Data Security for Insurance Carriers
SortSpoke provides SOC 2 Type 2 and HIPAA compliant data security.
At SortSpoke, safeguarding our customer's data is the foundation of everything we do. We are focused on maintaining the highest industry standards to protect your data.
- Enterprise-grade security with SOC 2 Type 2 and HIPAA compliance certifications to protect your sensitive insurance data
- End-to-end encryption with TLS 1.2+ for data in transit and AES 256 for data at rest ensuring complete protection
- Flexible data residency options with AWS's world-class security infrastructure for regulatory compliance and peace of mind

SortSpoke Compliance Certifications
SOC 2 Type 2 Compliance
SortSpoke is SOC 2 Type 2 Compliant
Our SOC 2 Type 2 certification demonstrates our ongoing commitment to implementing rigorous controls that protect your sensitive data and ensure the highest standards of security, availability, and confidentiality. Independent auditors test our controls over a 6-12 month period, proving consistent security—not just a point-in-time snapshot.

HIPAA Compliance
SortSpoke is HIPAA Compliant
SortSpoke's HIPAA-compliant infrastructure and processes safeguard protected health information (PHI) throughout the document extraction workflow, enabling health insurance carriers to maintain regulatory compliance while accelerating their underwriting operations. We execute Business Associate Agreements and maintain comprehensive audit trails.


What Security Measures Does SortSpoke Provide?
- Encrypted-in-transit & At-Rest: All customer data is protected by TLS 1.2+ in-transit and by AES 256 encryption at-rest.
- Automation Failover & Scaling: SortSpoke provides high-availability, backups, and auto-scaling out-of-the-box.
- Data Residency: We can host your data in your desired region to ensure it remains within a specific country.
- SOC 2 Type 2 Compliance: SortSpoke maintains Service Organization Control (SOC) 2 Type 2 certification.
- HIPAA Compliance: Our platform meets all requirements for healthcare information security and privacy.
SortSpoke is Built for Enterprise

Encrypted-in-transit & At-Rest
All customer data is protected by TLS 1.2+ in-transit and by AES 256 encryption at-rest.

Automation Failover & Scaling
SortSpoke provides high-availability, backups, and auto-scaling out-of-the-box.

Data Residency
We can host your data in your desired region to ensure it remains within a specific country.
AWS - A World Leader in Security
SortSpoke Security Infrastructure Partner
Built for Scale
All SortSpoke instances automatically adjust capacity to maintain the best mix of predictability and optimization for your team.
Security Focused
AWS facilities, networks, and server infrastructures are built and managed by world-class security experts.
Certifications
AWS supports multiple security standards to help satisfy the compliance requirements for many global regulatory agencies.
AWS Global Certifications





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SORTSPOKE SECURITY OVERVIEW
Understand exactly how SortSpoke keeps your data secure
Download our Security Overview to see how SortSpoke protects your data. Get the details on our SOC 2 Type 2 and HIPAA compliance, encryption standards, and enterprise-grade security infrastructure.

Privacy Policy
Read about our Privacy Policy here
Our comprehensive Privacy Policy outlines exactly how we collect, use, and protect your information, reflecting our dedication to transparency and data stewardship in everything we do.
Featured Security Resources
Read the top security articles from the SortSpoke Blog
FAQ
SortSpoke Security FAQs
Your data security is our priority—here are answers to common questions about how we protect your sensitive information.

How does SortSpoke ensure the security of sensitive insurance data?
What's the difference between SOC 2 and HIPAA compliance?
SOC 2 focuses on security, availability, and confidentiality for any type of sensitive data. It's verified through independent audits over 6-12 months.
HIPAA is specific to healthcare data (protected health information/PHI) and is required for health insurance carriers processing medical records, diagnoses, and health information.
SortSpoke maintains both certifications. Learn more about our SOC 2 Type 2 certification and HIPAA compliance.
Do I need HIPAA compliance if I'm a P&C carrier?
Generally no—HIPAA applies primarily to health insurance carriers, health plans, and companies processing protected health information (PHI). However, workers' compensation claims often involve medical records, which may trigger HIPAA requirements.
If you process any health insurance submissions, life insurance applications with medical records, or workers' comp claims with diagnoses and treatment information, HIPAA compliance is critical.
Learn more: Why HIPAA Compliance Matters for Insurance Carriers
Can I see your SOC 2 report?
Yes. We provide our SOC 2 Type 2 audit report to partners and customers under NDA during the procurement process. The report includes detailed information about our security controls, audit findings, and how we address the Trust Service Criteria.
Contact us to request a copy, or learn more about what's in our SOC 2 certification.
What happens to our documents after SortSpoke processes them?
Documents are handled according to your specified retention requirements, and you maintain complete ownership at all times. You can export or delete your information whenever needed. All document access and modifications are logged in our audit trails.
For health insurance carriers, we follow HIPAA data destruction protocols and include these requirements in our Business Associate Agreements.
How does SortSpoke's AI approach differ from other solutions in terms of security?
Our human-in-the-loop AI keeps underwriters involved in the validation process, making every extraction decision traceable and auditable. Unlike black-box AI systems, SortSpoke maintains:
- Comprehensive audit trails showing who accessed what data and when
- Role-based access controls ensuring underwriters only see authorized submissions
- Validation checkpoints where underwriters review and approve AI extractions
- Data segregation keeping each carrier's data cryptographically isolated
SortSpoke works within your existing security perimeter, reducing implementation risks while maintaining compliance.
Where can I learn more about SortSpoke's security certifications?
We've published detailed pages about our certifications and security practices:
- SOC 2 Type 2 Certification - How we implement controls for security, availability, and confidentiality
- HIPAA Compliance - Our approach to protecting PHI and health insurance data
Educational Resources:
You can also download our Security Overview or contact our security team with specific questions.
How often are your security certifications audited?
SOC 2 Type 2: We undergo annual audits with continuous monitoring between cycles. Our certification covers a 6-12 month audit period, demonstrating ongoing compliance—not just a point-in-time snapshot.
HIPAA: We maintain continuous compliance through regular risk assessments, policy updates, and workforce training. Our controls are reviewed annually as part of our security program.
When regulatory requirements change or new threats emerge, we update our controls immediately—audits simply confirm these practices are working as intended.
Where is our data stored? Can we choose the region?
Yes. SortSpoke offers flexible data residency options through AWS infrastructure. We can host your data in your desired region to ensure it remains within a specific country for regulatory compliance.
Common regions include:
- United States (multiple AWS regions)
- Canada
- European Union
Our infrastructure includes:
- Redundant storage across multiple availability zones
- Automated backups and disaster recovery
- 99.9% uptime SLA with automatic failover
Contact us to discuss your data residency requirements.
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Ready to Move Forward with Confidence?
If you have questions about our security posture or want to discuss how SortSpoke's compliance framework fits your organization's requirements, let's talk.









