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Agency Revolution Receives SOC 2 Type 1 Certification, Enhancing Security for Its Customers

By July 16, 2024Press Room

SAN DIEGO, CALIF., July 16, 2024 –  Agency Revolution, the leading marketing and communication enablement and website provider for independent insurance agencies, is thrilled to announce it has received its Service Organization Controls (SOC) 2 Type 1 certification, taking a major step forward in its cybersecurity.Β 

SOC2 certification validates a company’s cybersecurity controls at a specific point in time, with the critical purpose of:

  • Confirming the adequacy of policies, procedures, and controls to protect the integrity of Company and Customer data.
  • Assessing the design and sufficiency of related systems, tools, and strategies to support such policies and procedures.Β 
  • Controling and optimizing data privacy and security efforts while identifying opportunities for enhancement and improvement in any of these areas.

To receive certification, service organizations must be in compliance with all SOC 2 trust principles relevant to their organization. The SOC 2 trust principles include: 

  • Security: This principle ensures the protection of system resources against unauthorized access, use, disclosure, disruption, modification, or destruction. It covers measures to prevent data breaches, cyberattacks, and other security incidents.
  • Availability: This principle focuses on ensuring that systems, applications, and data are accessible to authorized users when needed. It involves measures to ensure system uptime, disaster recovery plans, and business continuity strategies.
  • Processing Integrity: This principle safeguards the accuracy, completeness, and timeliness of data during processing, storage, and transmission. It ensures that data is not altered or manipulated in an unauthorized way.
  • Confidentiality: This principle focuses on protecting the confidentiality of sensitive client information. It involves measures to restrict access to data only to authorized personnel and prevent unauthorized disclosure.
  • Privacy: This principle focuses on protecting the privacy of client data and adhering to relevant data privacy regulations. It involves measures to manage and control the collection, use, disclosure, and disposal of personal information.

β€œOver the course of the past twelve months, Agency Revolution has updated its IS policies and processes and enhanced a number of key internal controls governing data security,” said Dave Christensen, Chief Product and Technology Officer. β€œAfter a rigorous audit of all these elements, we are pleased to have received a Type 1 report validating those efforts.”

Many firms now require SOC 2 certification as a threshold for doing business. Given this ever-increasing demand for air-tight Information Security in the cloud-based digital marketing space Agency Revolution occupies, Agency Revolution’s SOC 2 Type 1 certification marks a significant step forward in its evolution as an industry-leading digital marketing powerhouse.

β€œWith data breaches in multiple industries, a SOC 2 certification gives current and future customers a greater sense of security,” said Stefanie Altman, Vice President of Marketing. β€œThis expands Agency Revolutions business opportunities and further emphasizes our position as a leading marketing provider and supporter of the insurance industry.” 

In addition, Agency Revolution is on pace to achieve Type 2 certification imminently and views its Type 1 certification as not only validation of its InfoSec controls but a strong sign of ongoing data security rigor, which is of paramount importance to the heavily regulated and cybersecurity-conscious financial services and insurance industries.

About Agency RevolutionΒ 

Agency Revolution provides websites and communication enablement software for insurance agencies and brokerages in the U.S. and Canada. Its software is designed to help agencies increase revenue and grow retention by automating processes that are typically done manually. This reduces the workload for producers and CSRs while providing the agency with performance and activity analytics in real-time. Agency Revolution is a division of FMG, which powers an all-in-one marketing platform that helps more than 40,000 financial advisors and insurance agents stay connected with clients and grow their businesses. FMG empowers its customers to execute effective marketing campaigns in an efficient and compliant manner. Based in San Diego, CA, with satellite offices nationwide, FMG combines marketing best practices with cutting-edge technology to give its customers a competitive advantage. For more information on Agency Revolution, visit www.agencyrevolution.com.

About SOC 2

Defined by The American Institute of Certified Public Accountants (AICPA), a System and Organization Controls (SOC) 2 examination is a report on controls at a service organization relevant to security, availability, processing integrity, confidentiality, or privacy. SOC 2 reports are intended to meet the needs of a broad range of users that need detailed information and assurance about the controls at a service organization relevant to security, availability, and processing integrity of the systems the service organization uses to process users’ data and the confidentiality and privacy of the information processed by these systems.

Media Contact:

Stefanie Altman
VP, Marketing
Agency Revolution
stefanie.altman@agencyrevolution.com

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