We’re proud to announce that TLDCRM has officially completed its SOC 2 Type II audit with HIPAA Attestations. This is a significant milestone for our company — and one we didn’t reach by accident. Rather, it’s the direct result of a team that takes security and compliance seriously every single day.

SOC 2 Type II is one of the most recognized security frameworks in the SaaS industry. Unlike a Type I audit — which captures a point-in-time snapshot — Type II evaluates how your controls actually perform over an extended period. In other words, auditors aren’t just checking whether the right policies exist. Instead, they’re verifying that those controls are working consistently, reliably, and as designed.

Adding HIPAA Attestations to that scope raises the bar even further. For our clients in health and life insurance, HIPAA compliance isn’t optional — it governs how protected health information (PHI) is handled, stored, and transmitted, and carries real regulatory consequences when organizations fall short. Completing this attestation alongside our SOC 2 Type II demonstrates that our platform is built to meet those requirements not just on paper, but in practice.

Completing an audit of this scope doesn’t happen in a vacuum. It requires consistent effort from every corner of the organization — from the way our developers write and document code, to how our operations team manages infrastructure, to how leadership supports the policies and processes that make all of it work.

“Our team showed up for every evidence request, every control review, and every gap remediation without complaint. This achievement belongs to all of them.”

Throughout this process, our team delivered. Documentation requests were turned around quickly. Process gaps were tightened without pushback. As a result, when the auditors came back with questions, we had answers ready. That kind of performance doesn’t happen without people who genuinely care about doing things right.

Ultimately, this achievement belongs to the entire TLDCRM team — not just the compliance function. We are incredibly grateful for the dedication, patience, and professionalism everyone brought to this process. Simply put, we couldn’t have done this without them.

For the agencies and organizations that trust TLDCRM with their CRM and telephony infrastructure, this certification provides independent, third-party verification that we’re doing what we say we do when it comes to protecting your data. Moreover, it confirms we’re maintaining compliant operations — not just claiming to.

You shouldn’t have to take our word for it. SOC 2 Type II with HIPAA Attestations means a qualified, independent auditor has reviewed our controls and confirmed they are operating effectively. For teams in health or life insurance — where data sensitivity and regulatory oversight are a daily reality — that’s meaningful assurance for your compliance team, your leadership, and your clients.

Earning this certification isn’t the finish line — it’s a baseline. Our commitment to security and compliance is ongoing, and we’ll continue investing in the people, processes, and technology that keep our platform trustworthy. As regulatory requirements in the insurance and telecom space continue to evolve, our clients can expect the same level of rigor and transparency that made this audit possible.

To our team — thank you. To our clients — thank you for trusting us with work that matters. This one’s for all of you.

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