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AgencySmart LLC
Sourced from public information. Not yet verified by the company.
AgencySmart LLC is SOC 2 Type II compliant. AgencySmart LLC also holds SOC 3, GDPR, CCPA, and CSA STAR.
About
AgencySmart, LLC is a premier software solution designed for insurance professionals, seamlessly integrating Client Relationship Management, Commissions, Quoting, and Electronic Benefits Enrollment into a single, comprehensive database. Founded in 2000, AgencySmart serves clients across most states in the U.S.
Compliance & infrastructure
Compliance leadership
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Penetration test
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This listing is partial
4/11 details · 36%SOC2C shows the verified essentials. 7 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.
- Auditorraises trustAdd the CPA firm that issued your SOC 2 so buyers can verify who signed it.
- Report dateraises trustAdd your most recent report period so buyers see how current your SOC 2 is.
- Renewal dateAdd your renewal window so buyers know your coverage is active.
- DocumentsList the documents you share (SOC 2 report, SOC 3, pen-test summary, DPA) and whether each is public or on request.
- SubprocessorsList your subprocessors so buyers can assess fourth-party risk, the way your trust center does.
- HostingAdd where you host (AWS, GCP, Azure) and data residency.
- Security controlsConfirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked
Is AgencySmart LLC SOC 2 compliant?
Is AgencySmart LLC SOC 3 compliant?
Is AgencySmart LLC GDPR compliant?
Is AgencySmart LLC CCPA compliant?
Is AgencySmart LLC CSA STAR certified?
Is AgencySmart LLC SOC 2 Type I or Type II?
Can I use AgencySmart LLC's SOC 2 for a vendor risk assessment?
Is AgencySmart LLC penetration tested?
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Does AgencySmart LLC have a bug bounty or vulnerability disclosure program?
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Where does AgencySmart LLC host or store data?
Where is AgencySmart LLC's trust center or security page?
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