Plansight, Inc. Achieves SOC 2 Certification
Plansight, Inc. is excited to announce its recent achievement of the Type 2 System and Organization Controls 2 (SOC 2) examination, specifically for its Employee Benefits Efficiency Engine service. This examination has been an important milestone for Plansight, reinforcing its dedication to maintaining robust security and privacy standards.
Significance of SOC 2 Examination
The SOC 2 report is an essential attestation that evaluates the effectiveness of controls surrounding an organization’s operations, particularly regarding security, availability, and privacy. By passing this examination, Plansight has demonstrated its compliance with the stringent requirements set forth by the American Institute of Certified Public Accountants (AICPA).
Understanding the SOC 2 Process
This thorough examination process conducted by an independent CPA firm provided an unbiased assessment of Plansight's internal controls. It highlights the organization’s capability to meet its service commitments and confirms that it is operating in accordance with the security and privacy criteria of the SOC 2 standard.
The results of the examination yielded an unqualified (clean) opinion, confirming that Plansight consistently adheres to its established policies and procedures for data protection and privacy.
Commitment to Security and Privacy
Plansight's Chief Privacy Officer, Steve Overton, emphasized the importance of security and privacy to the company's mission. He mentioned, "Security and the protection of privacy have always been our top priorities here at Plansight. We are thrilled that the certification process has validated our policies and procedures for the safe handling of data and information." This statement underscores the company’s focus on ensuring that customer data is handled with the utmost care.
Continuous Improvement
The successful completion of the SOC 2 examination is a testament to Plansight's ongoing commitment to enhance its security protocols. The organization is dedicated to continuously improving its internal controls and delivering peace of mind to its customers through the provision of annual SOC 2 reports. These efforts reflect Plansight's proactive stance in a landscape where data breaches and information leaks are increasingly common, therefore highlighting the importance of secure practices.
About Plansight, Inc.
Plansight is an innovative technology company that specializes in providing solutions for employee benefits. Founded in 2017 and based in Lehi, Plansight is devoted to empowering employee benefit brokers and carriers. The company aims to streamline the process of connecting employers with high-quality benefit options at competitive prices.
Transforming Employee Benefits
Through its Employee Benefits Efficiency Engine, Plansight offers a suite of tools designed to automate marketing events, simplify distribution processes, promote transparency, and create comprehensive solutions tailored to the needs of the employee benefits industry. It effectively serves as an end-to-end marketing solution, enabling professional brokers and carriers to optimize their customer engagement and service delivery.
For more information about Plansight and its services, prospective customers and partners are encouraged to visit their website.
Frequently Asked Questions
What is a SOC 2 certification?
SOC 2 certification is an attestation report that evaluates controls relevant to an organization’s operations in terms of security, availability, processing integrity, confidentiality, and privacy.
Who conducted Plansight's SOC 2 examination?
The SOC 2 examination for Plansight was conducted by AssurancePoint, LLC, an independent CPA firm.
What does an unqualified opinion mean?
An unqualified opinion signifies that the CPA firm believes Plansight's internal controls are effective in meeting the SOC 2 criteria without any significant deficiencies.
How often does Plansight undergo SOC 2 examinations?
Plansight is committed to continuous improvement and undergoes SOC 2 examinations annually to ensure compliance and up-to-date security practices.
What services does Plansight provide?
Plansight specializes in technology solutions for employee benefits, focusing on providing tools that help brokers and carriers connect employers with quality benefit offerings efficiently.
