As we continue in a new year, Proformex is proud to share we have maintained, without exception, our SOC 2 Type II Certification for five consecutive years.
The SOC 2 Type II certification validates that our security controls operate effectively over time, based on an independent audit of our systems, policies, and procedures. Providing safe and timely access to data is critical to the success of our partners, and this certification affirms our commitment to doing so in the most secure, enterprise-grade environment possible.
For our customers, this means:
– Independently audited security protecting sensitive insurance, annuity, and trust data
– Strong access controls, encryption, and continuous monitoring
– Enterprise-grade infrastructure, controls, and data security protections that exceed the highest industry standards
– A demonstrated commitment to the trust service principles of Security, Availability, and Confidentiality at the highest standards
Life insurance, annuities, and ILIT management all involve personal client information, and our SOC 2 Type II compliance highlights the strength of the infrastructure we’ve built to protect it.
Learn more about our platform security here.
