Secure Agency Management System for Life and Health Insurance

AgencyBloc takes data security seriously, and we're continually taking measures to keep our clients' data safe and secure.

Keeping sensitive client data secure is crucial for life and health insurance agencies.

Data security includes the measures you take to protect your digital data and keep sensitive information secure. 

When storing your book of business in the cloud, you can protect your data with a variety of measures, including data encryption and data backup. Most cloud storage solutions provide additional security levels like HIPAA compliance, bank-grade encryption, and real-time security analytics. 

Partnering with a cloud-based agency management system (AMS) gives you access to trained experts who will monitor and maintain the integrity of your data. Having this partnership in place allows you to rest easy so that you can focus on other parts of your business.

You want to ensure that your health and life insurance clients’ information stays safe and sound in your new AMS. At AgencyBloc, we are serious about data security and continually take measures to keep our clients’ data secure. 

Renee D."AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on the go to best serve our clients."
— 
Renee D., Varney & Company Benefits Advisors

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Secure Cloud Data Encryption 

Data encryption is the process of securing your data regardless of whether it’s in transit or at rest. In transit refers to times your data is moving, for example, during continual backup processes and new data imports. At rest refers to data that is neither being updated nor worked on, i.e., data that is staying consistent. AgencyBloc’s industry-specific AMS adheres to SSL encryption to protect your data and give you peace of mind.

Data Security Policies & Data Ownership

We follow stringent data maintenance and security policies to ensure the safety of your clients’ sensitive information. Although we house your data, your data remains wholly and entirely yours. We claim no ownership, and you have full rights to export your data at any moment.

SOC 2 Type II Report

AgencyBloc has successfully completed its System and Organization Controls 2 (SOC 2) audit and received its SOC 2 Type II report with a clean opinion, demonstrating AgencyBloc’s priority of keeping its clients’ data confidential and secure.

System and Organization Control (SOC 2) is a long-term audit, conducted by independent auditors, that studies a company’s data processing systems to determine whether adequate security measures and controls are in place. The SOC 2 Type II report verifies that internal controls and processes meet or exceed the security requirements. 

See more data security specifics on our Security page.