#United States #Data Security #Lehi, Utah #SOC 2 #Plansight

Plansight, Inc. Achieves SOC 2 Type 2 Compliance

Plansight, Inc., headquartered in Lehi, Utah, has made headlines with the successful completion of its Type 2 System and Organization Controls 2 (SOC 2) examination. Conducted from June 15 to October 15, 2024, this examination evaluated Plansight's Employee Benefits Efficiency Engine service, focusing on vital aspects such as security and privacy.

The examination was performed by AssurancePoint, LLC, an independent CPA firm, which confirmed that Plansight has met its service commitments as per the stringent SOC 2 criteria. This accomplishment earned Plansight an unqualified or clean opinion, spotlighting its systematic approach to handling sensitive information and protecting user data.

SOC 2 reports are essential in today’s digital landscape, serving as a critical assessment of an organization’s controls relevant to security, availability, and processing integrity. By achieving this certification, Plansight reassures its customers about its commitment to safeguarding their data.

Steve Overton, Chief Privacy Officer (CPO) of Plansight, expressed his enthusiasm regarding the certification, stating, "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 sentiment reflects the company's dedication to continuously improving its internal controls, ensuring ongoing compliance, and building trust with its clients.

With the completion of the SOC 2 examination, Plansight further solidifies its position as a frontrunner in the employee benefits sector. The Employee Benefits Efficiency Engine, a core service offered by Plansight, aims to streamline processes for employee benefit brokers and carriers. By automating marketing events and enhancing distribution, Plansight empowers industry professionals to connect employers with top-tier benefits at competitive rates.

Founded in 2017, Plansight has carved out a meaningful niche in the technology sector, utilizing advanced software solutions to enhance the employee benefits landscape. The company is committed to transparency, reliability, and comprehensive solutions that address the needs of its diverse clientele.

The significance of achieving a Type 2 SOC 2 examination cannot be overstated. In a world where data breaches and privacy concerns are on the rise, organizations need to prioritize robust data protection measures. Plansight's compliance with SOC 2 standards ensures its clients can trust in the security of their sensitive information, knowing rigorous standards have been met and validated by an independent entity.

Moving forward, Plansight remains steadfast in its mission to provide exceptional service while constantly enhancing its security protocols. As the company prepares for annual SOC 2 audits in the future, it reinforces its pledge to its customers: to not only meet but exceed industry standards for data security and privacy.

In summary, Plansight, Inc.’s achievement of an unqualified opinion following its SOC 2 Type 2 examination is not just a testament to its current protocols but an indication of its future dedication to data security. This milestone highlights the company's ongoing commitment to protecting customer data and delivering reliable solutions in the employee benefits arena.