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SOC2 Auditors for Insurance Tech Companies (2026)

Insurtech platforms with state regulatory requirements, policyholder data, and claims processing controls. Below are SOC2 auditors with demonstrated experience in this vertical.

Verified SOC2 Auditors with Insurance Tech Experience24 firms

Cybersecurity Advisory Group

Consulting · Chicago, IL · 14 yrs exp

Chicago-based cybersecurity consulting group serving the financial services and insurance sectors. Strong ISO 27001 and PCI-DSS capabilities

SOC2-Type2ISO27001PCI-DSSFinanceInsurance
~10wk
JD Shirley LLC[*] AICPA

Boutique · , AL · 21 yrs exp

JD Shirley LLC is an Alabama-based CPA firm focused exclusively on SOC 1, SOC 2, and SOC 3 attestation engagements. The firm serves healthca

SOC1SOC2-Type2HealthcareGovernment
TopCertifier

Boutique · , WA · 25 yrs exp

The ISO, CE Mark, VAPT and HACCP Certification Consultants - TopCertifier, providing guided documentation and instructions to achieve certif

ISO27001HIPAAPCI-DSSHealthcareGovernment
Larsco Inc[*] AICPA

Consulting · , AL · 50 yrs exp

Larson CPAs provide audit, tax, consulting, accounting to insurance, captive, technology, manufacturers, nonprofit, government, 401k, small

SOC1ISO27001SOC2-Type2GovernmentEducation
ArmourCloud

Boutique · , AZ

Affordable cloud hosting provider in Phoenix, delivering secure virtual desktops, colocation, secure hosting, email security, and compliant

HIPAAPCI-DSSSOC2-Type2HealthcareFinance
Moore Colson CPAs[*] AICPA

Boutique · , PA · 44 yrs exp

Moore Colson is an award-winning CPA firm based in Atlanta, serving business and high net worth individuals since 1981.

ISO27001HealthcareFinance
PCR Business Systems

Boutique · , OH · 21 yrs exp

PCR Business Systems is an outsourced IT company in Akron, OH providing SOC Certified Cybersecurity, Tech Support and Managed IT Services.

SOC2-Type1SOC2-Type2FinanceInsurance
Information Security Consulting Company

Consulting · , AL

Panacea Infosec, a QSA company, provides PCI DSS, CERT-In, ISO, GDPR, HIPAA, SOC compliance services covering all aspects of information sec

ISO27001HIPAAPCI-DSSHealthcareFinTech
Phoenix Cybersecurity Services

Boutique · , AZ

Fractional CISO provides specialized virtual CISO services to organizations of all sizes including risk assessments, incident response, and

SOC2-Type1SOC2-Type2ISO27001SaaSFinTech
Technology Response Team

Boutique · , CO · 17 yrs exp

Technology Response Team provides managed IT, cybersecurity & compliance for law firms, healthcare, logistics & professional services. 18 ye

ISO27001HIPAAPCI-DSSHealthcareDefense
Baltum Georgia

Boutique · , GA

International certification ISO 27001, ISO 27701, GDPR, ISO 37001. საერთაშორისო სერტიფიცირება საქართველოში. Международная сертификация.

ISO27001HIPAAPCI-DSSSaaSHealthcare
Braided Technologies, LLC

Consulting · , MA

Elevate your Boston business with expert managed IT consulting and services. Streamline operations, enhance security, and achieve digital pe

ISO27001HIPAAPCI-DSSSaaSHealthcare
Kaufman Rossin

Consulting · , MI

Kaufman Rossin, one of the largest CPA & advisory firms, provides accounting, tax and consulting services to businesses, attorneys, bankers,

HIPAAHealthcareFinance
Phenicie Business Management

Boutique · , MT · 30 yrs exp

Local IT support and managed services for Polson & Lake County businesses. Cybersecurity, cloud, and proactive tech support you can trust.

HIPAAPCI-DSSSOC2-Type2HealthcareFinance
NETBankAudit[*] AICPA

Boutique · , NE · 7 yrs exp

Partner with NETBankAudit for Outsourced Internal Audit and Risk Management to reduce the stress and uncertainty of today’s cybersecurity ch

HIPAAHealthcareFinTech
Medcurity

Boutique · , SD

Navigate HIPAA compliance and Security Risk Analysis with confidence with Medcurity's expert-led services and AI-powered platform.

HIPAAHealthcareGovernment
Information Security Consulting Company - VISTA InfoSec

Consulting · , VT

VISTA InfoSec — trusted information security & compliance consulting firm since 2004. PCI DSS, SOC 2, HIPAA, GDPR experts. 500+ clients glob

SOC2-Type1SOC2-Type2SOC1SaaSHealthcare
TrueITPros

Boutique · , GA · 27 yrs exp

TrueITpros delivers top-tier Managed IT and Cybersecurity services for businesses in Atlanta and Valdosta, Georgia. Protect your company wit

HIPAAHealthcareRetail
HITRUST Authorized External Assessor[*] AICPA

Consulting · , LA

We are a Delaware, USA registered CPA Firm with operations in India offering a diverse range of services ranging from Information Security &

SOC2-Type1SOC2-Type2SOC1SaaSHealthcare
Turn Key Solutions

Boutique · , LA · 26 yrs exp

Protect and streamline your business with expert IT management, 24/7 support, and proactive cybersecurity that keeps your operations running

HIPAAPCI-DSSHealthcareFinance
Mullen Coughlin

Boutique · , MI

Mullen Coughlin LLC is a law firm uniquely dedicated exclusively to representing organizations facing data privacy events, information secur

PCI-DSSHealthcareGovernment
360 GRC

Consulting · , AL

360GRC is a Governance Risk and Compliance boutique consulting firm specializing in providing hand-picked expert resources

ISO27001Insurance
DenaliTEK Incorporated[*] AICPA

Boutique · , AK · 23 yrs exp

Don't let unreliable IT hold your Alaska business back. Discover how expert IT services can enhance productivity, secure your systems, and c

HIPAAPCI-DSSHealthcareFinance
CANAUDIT

Consulting · , CA · 40 yrs exp

Canaudit, established in 1985 and based in Burbank, California, specializes in a variety of IT audit and security consulting services.

ISO27001HIPAAPCI-DSSHealthcareFinance

Insurance technology companies face both enterprise SOC2 demand from carrier clients and regulatory compliance requirements from state insurance commissioners. The NAIC Model Cybersecurity Law — enacted in most states — requires insurance companies and their significant vendors to maintain information security programs meeting specific technical standards. SOC2 Type 2 with Security TSC satisfies the NAIC Model Law's technical security program requirements in most states that have enacted it. Confidentiality TSC is critical for insurtech given the sensitive nature of policyholder medical data, claims information, and proprietary underwriting models — trade secrets that carriers guard jealously from competitors. Availability TSC matters for claims processing platforms where late processing triggers regulatory penalties. State insurance department market conduct exams increasingly include third-party vendor security reviews, where SOC2 reports serve as primary documentation.

What Enterprise Buyers Look For

Insurance carrier buyers and MGAs evaluate SOC2 reports with focus on policyholder data confidentiality, claims data handling, and regulatory exam readiness. State insurance commissioners in major insurance markets (New York, California, Texas) conduct periodic market conduct exams that include vendor security reviews. Enterprise insurance buyers require SOC2 Type 2 as the baseline vendor security attestation, with Confidentiality TSC addressing the trade-secret sensitivity of underwriting models and rating algorithms. Availability TSC matters for claims processing systems with time-sensitive response obligations.

Key Controls Your Auditor Will Test

  • Policyholder PII access controls and segregation across carrier clients
  • Claims data handling and authorized disclosure controls
  • Underwriting data access restrictions and actuarial model confidentiality
  • Insurance rating algorithm integrity and change controls
  • State regulatory exam readiness and audit trail completeness
  • Third-party claims processor integration security
  • Premium payment and financial transaction security

5 Questions to Ask Prospective Auditors

  1. Have you audited insurance technology companies, and are you familiar with NAIC Model Cybersecurity Law requirements?
  2. How do you test claims data access controls and authorized disclosure segregation for multi-carrier platforms?
  3. What is your approach to testing underwriting model confidentiality and algorithm integrity controls?
  4. Are you familiar with state insurance commissioner exam requirements, and can you structure SOC2 findings to support regulatory exam responses?
  5. How do you evaluate third-party claims processor integration security within SOC2 scope?

Framework OverlapCombined audit savings: 20-30%

NAIC Model Cybersecurity Law requirements for an Information Security Program (Section 3) map directly to SOC2 Security TSC organizational controls (CC1, CC2). NAIC's required security program elements — risk assessment, access controls, encryption, monitoring, and incident response — correspond to SOC2 CC3, CC6, CC7, and CC9 criteria. GLBA Safeguards Rule requirements for licensed insurance entities overlap with SOC2 Security TSC controls at approximately 70%. California Department of Insurance guidelines for third-party vendor security reference SOC2 as an acceptable attestation mechanism.

State Insurance Commissioner RequirementsNAIC Model Cybersecurity LawGLBA

Frequently Asked Questions

Do Insurance Tech companies need SOC2?

Yes, in most cases. Insurtech platforms with state regulatory requirements, policyholder data, and claims processing controls. Enterprise buyers and investors in this vertical increasingly require SOC2 Type 2 reports before signing vendor contracts. Companies that sell to healthcare, financial, or government organizations face the highest compliance pressure.

What frameworks overlap with SOC2 for Insurance Tech companies?

Insurance Tech companies often encounter overlapping requirements. Healthcare companies need HIPAA alongside SOC2. Fintech companies may need PCI-DSS. GovTech companies may need FedRAMP or CMMC. Many auditors offer combined assessments that address multiple frameworks simultaneously, reducing duplicated evidence collection.

How much does SOC2 cost for Insurance Tech companies?

SOC2 costs for Insurance Tech companies are generally consistent with size-based pricing: $15,000–$45,000 for small companies and $30,000–$120,000+ for larger organizations. Companies with specific regulatory requirements (HIPAA, PCI-DSS) or complex compliance needs may pay more for broader scope.

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