Compliance & Security
MedicareCopilot is built with compliance at its core — so you can focus on serving clients, not worrying about audits.
Enterprise-Grade Certifications
SOC 2 Type II Certified
MedicareCopilot has completed an independent SOC 2 Type II audit, verifying that our security controls, availability, and data handling practices meet rigorous industry standards — not just at a point in time, but over a sustained observation period.
HIPAA Compliant
All protected health information (PHI) is encrypted at rest and in transit. Access controls, audit logging, and data handling procedures are designed to meet HIPAA requirements for covered entities and their business associates.
How We Protect Your Data
Encryption everywhere
All data is encrypted in transit using TLS 1.2+ and at rest using AES-256. Database backups, file storage, and inter-service communication are all encrypted by default.
Access controls
Role-based permissions ensure that agents, agency admins, and support staff only see the data they need. Multi-factor authentication is available for all accounts.
Backup & recovery
Automated daily backups with point-in-time recovery ensure your client data is protected against loss. You're never one laptop failure away from losing your book of business.
CMS Compliance Built Into Every Workflow
Digital SOA and PTC collection, automated audit trails, election period validation, and marketing compliance guardrails are embedded directly into agent workflows across the platform.
For a complete guide to Medicare compliance requirements and how MedicareCopilot handles them, visit the Medicare Compliance Hub.
Your Data Belongs to You
MedicareCopilot is funded by agents, not carriers or FMOs. Your client data is never shared with third parties, never used to steer plan recommendations, and never locked behind a distribution relationship.
Full import and export at any time. No data lock-in. No surprises.