What is SOC 2 certification? A new layer of security for Healthee

When it comes to managing employee benefits and sensitive healthcare data, security isn’t just a feature — it’s a necessity. That’s why we’re proud to announce that Healthee has successfully completed a rigorous SOC 2 audit and officially received our certification as of January 2025! 

What sets this certification apart is that it wasn’t just any SOC 2 audit. Conducted by Ernst & Young (EY), one of the prestigious Big Four accounting firms, our certification includes additional controls beyond the standard framework. This audit was performed in SOC 1 Type II + Mode, incorporating stringent requirements from HIPAA and HITRUST standards. This means our platform not only meets but exceeds industry expectations for data security and privacy, especially when handling sensitive healthcare information.

What is SOC 2 compliance?

SOC 2 (System and Organization Controls 2) is an industry-recognized security certification designed for companies handling customer data in the cloud. It sets strict standards for data privacy, security, and risk management, ensuring that businesses follow best practices to protect user information.

Unlike some compliance frameworks that focus only on financial reporting (like SOC 1), SOC 2 specifically evaluates how a company safeguards sensitive customer and employee data. The certification is granted after a rigorous, independent audit, which assesses key security principles, including:

• Data protection: Ensuring personal and financial information remains secure.
• Access controls: Restricting who can view and modify sensitive data.
• Incident response: Having a robust plan in place to detect and handle security threats.
• System integrity: Maintaining a reliable and uninterrupted service for customers.

For HR and benefits leaders, this means greater peace of mind. Healthee has always been committed to security, but SOC 2 certification adds an extra layer of confidence — so our customers know their data is protected under the highest industry standards.

By achieving SOC 2 compliance, Healthee isn’t just meeting expectations; we’re setting a new standard for security in health benefits technology.

Why SOC 2 compliance is important to us at Healthee

At Healthee, achieving SOC 2 compliance isn’t just about checking a box — it reflects our commitment to security, trust, and long-term growth. As we continue to expand and evolve, data protection remains at the heart of everything we do.

Healthee’s Hypergrowth and Evolving Client Base

Over the past year, Healthee has experienced rapid growth, and we’re just getting started. As we move through 2024 and into 2025, we’ve expanded from serving primarily mid-sized companies to onboarding larger enterprises and establishing strategic partnerships. These organizations demand the highest levels of security and compliance, and SOC 2 certification is a critical part of meeting their expectations.

This shift means more than just scaling our platform—it’s about scaling trust. Larger clients bring more complex data needs and higher stakes, and we’re proud to deliver the security infrastructure they require.

Security as a Mindset, Not Just a Milestone

For us, compliance isn’t a one-time achievement—it’s a core part of how we build and scale. From the ground up, we’ve embedded security into our development processes, ensuring that every new feature and product is designed with data protection in mind.

By setting a solid security foundation now, we’re positioning Healthee for long-term scalability without ever compromising compliance. SOC 2 certification is a reflection of that mindset, but it’s far from the only proof point.

Beyond SOC 2: A Multi-Layered Commitment to Security

While SOC 2 compliance is a major milestone, it’s just one part of our broader security framework. Healthee also holds ISO 27001, HIPAA, and HITRUST certifications, demonstrating our dedication to protecting sensitive health data across multiple dimensions.

This layered approach ensures that no matter how we grow or how our clients’ needs evolve, their data is always protected under the highest industry standards.

The Future: AI Governance and Compliance

As we continue to innovate, artificial intelligence is playing an increasingly important role in our platform. But with great innovation comes great responsibility. That’s why we’re already thinking ahead about AI governance and compliance, ensuring that our expansion into AI-powered solutions aligns with the same rigorous standards that define the rest of our security practices.

At Healthee, security isn’t just a feature, it’s part of our DNA. From compliance certifications to AI governance, we’re committed to building a platform that earns and keeps our clients’ trust.

Why SOC 2 compliance is a big deal for Healthee users

When it comes to HR, benefits administration, and AI-driven healthcare platforms, data security isn’t just important. It’s everything. Our customers trust us to safeguard sensitive information about their employees, from healthcare choices to benefits enrollment details to personal health information (PHI). SOC 2 compliance reinforces that trust by ensuring our platform meets the highest security standards.

Prospects & customers expect strong security

For HR and technology leaders making decisions about benefits platforms, security is a top concern. SOC 2 certification assures our customers that:

• Their data is handled with care, from employee health records to benefits elections.
• We follow strict protocols to prevent breaches and unauthorized access.
• We continuously monitor risks to stay ahead of potential security threats.

Choosing a SOC 2-certified partner means choosing a platform that takes security as seriously as you do.

Penetration testing & defense against cyber threats

One of the key components of SOC 2 compliance is penetration testing, where security experts simulate cyberattacks to uncover vulnerabilities before bad actors can exploit them.

Here’s what this means for Healthee users:

• Real-time security monitoring: We proactively scan for threats and unauthorized access attempts.
• Risk mitigation strategies: By identifying weak spots early, we continuously improve security.
• Data encryption at every level: Ensuring that sensitive information remains protected in transit and at rest.

A high-level certification at an early growth stage

Many startups delay SOC 2 certification, but we chose to prioritize it early. Why? Because for a health benefits platform, security isn’t just a checkbox. It’s a core responsibility that emphasizes::

• Confidence: Knowing that even as we scale, our security standards remain rock solid.
• Competitive edge: For HR and benefits leaders, working with a SOC 2-certified partner signals due diligence in vendor selection.
• Long-term commitment: SOC 2 isn’t a one-time audit. We undergo regular reviews and testing to maintain compliance.

For companies considering Healthee, this certification serves as proof that we take security seriously, now and in the future.

Our journey to becoming SOC 2 certified

Achieving SOC 2 certification reveals how Healtheecommits to security at every level. We were already implementing strong data protection practices before, but we saw SOC 2 as an opportunity to go even further.

Going beyond compliance: Strengthening an already secure system

From the beginning, Healthee has been built with security in mind. We’ve always prioritized:

• End-to-end data encryption to protect sensitive health and benefits information.
• Access controls to ensure that only authorized users can view or modify data.
• Regular security audits to stay ahead of emerging risks.

SOC 2 did not t reinvent our security approach. t merely formalized and strengthened the processes we already had in place. This new certification process gave us an opportunity to validate our security infrastructure and make strategic improvements where necessary.

Rigorous process & our commitment to continuous improvement

Becoming SOC 2 certified involved a deep dive into every aspect of our security operations. Here’s what the process looked like:

• Security audit and risk assessment: We partnered with independent auditors to evaluate our existing security controls and identify areas for enhancement.
• Penetration testing: We conducted extensive testing to simulate cyberattacks and ensure our defenses were strong enough to detect and block threats.
• Infrastructure enhancements: We strengthened data monitoring systems, improved incident response protocols, and reinforced our employee security training programs.
• Ongoing compliance commitment: SOC 2 isn’t a one-time event. We’ve implemented continuous monitoring and regular audits to keep our security best-in-class as we scale.

The result? A security framework that’s compliant and built for long-term resilience.

AI & security: A must-have combination

As an AI-driven health benefits platform, tight security infrastructure is fundamental. AI-powered platforms process vast amounts of data, and without the right security measures, they can become targets for cyber threats.

Here’s why SOC 2 is especially crucial for an AI company like Healthee:

• AI systems handle sensitive healthcare and benefits data — which must be protected at all times.
• Machine learning models require ongoing security updates — ensuring that data is never compromised.
• User trust is essential — HR and benefits leaders need to know that their employees’ information is in safe hands.

By achieving SOC 2 compliance, we’ve made it clear: Healthee’s AI is not only smart but secure.

What this means for Healthee’s future

Achieving SOC 2 certification is an exciting milestone and a statement of our long-term commitment to security, trust, and innovation. But compliance is not the finish line. At Healthee, we view data protection and privacy as an ongoing journey. Here’s how we’re continuing to build on this achievement for the future.

Setting a new standard for data protection

SOC 2 certification is just one piece of a much larger security strategy. Moving forward, we’re doubling down on:

• Continuous security monitoring: Real-time detection and response systems ensure we proactively identify and address vulnerabilities.
• Ongoing compliance audits: SOC 2 isn’t a one-time certification; we undergo regular assessments to maintain compliance and improve security measures.
• Advanced AI security controls: As our AI technology evolves, we’re implementing next-gen security protocols to keep data protected at every level.
• User education and transparency: We’re committed to helping our customers understand how their data is protected and empowering them to make informed security decisions.

Security is never static—it’s an evolving process, and we’re dedicated to staying ahead of threats before they become risks.

Building trust with customers and partners

For HR and benefits leaders, selecting a secure and compliant benefits platform is critical. By obtaining SOC 2 certification, we’re giving our customers and partners the confidence they need to trust Healthee:

• HR and finance leaders can rest easy, knowing that employee data is protected under the highest industry standards.
• Brokers, TPAs, and PEOs can confidently partner with Healthee, knowing they are recommending a SOC 2-compliant solution.
• Employees using our platform can feel secure, knowing their health and benefits information is handled with care.

For companies evaluating Healthee, this certification is proof that security is embedded in our DNA, and it’s not going to leave any time soon

Conclusion: Why this matters to you

Security is a requirement when handling sensitive employee health and benefits data in today’s technological landscape. At Healthee, we’ve always prioritized trust, compliance, and data protection, and our SOC 2 certification is the latest proof of that commitment.

For our customers, this means:

• Stronger data security: Your employees’ sensitive information is protected with industry-leading standards.
• Greater trust and transparency: You can feel confident knowing Healthee follows rigorous compliance protocols.
• A future-proof platform: As AI and benefits technology evolve, we’re staying ahead with continuous security enhancements.

If you’re already a Healthee user, know that your data security is our top priority. Always has been, always will be.

If you’re considering Healthee, choosing a SOC 2-certified partner means choosing a platform that takes security just as seriously as you do.

Want to learn more? Visit our Security Page to see how Healthee is setting a new standard in health benefits security.