How a “SOC 2 Type II Certified” Operating System Specifically Benefits Users

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A risk management / investigation firm that runs their business on a “SOC 2 Type II Certified System”, like CROSStrax™, will benefit in any number of ways.  These include, but are not limited to, the following…

 

  • Competitiveness in RFP Proposals – the “SOC 2 Type II Certification” of your case management operating system is often a decision variable in RFP proposals…and sometimes a pre-requisite to even bid. More and more, prospective clients, particularly larger ones such as Insurance Companies, look for this designation as assurance that their important and confidential data, as well as the process itself, is secure and complete.

 

  • Data / File Storage – If a SaaS provider offers (as CROSStrax™ does) case file storage, everything involved in each case (e.g. depositions, reporting, file submissions etc.) can now be stored in a system that has been “certified” as secure.  Does anyone want all that confidential information stored on a system that was not certified?

 

  • Efficiencies – knowing the operating system has been through detailed testing and been certified by a CPA firm with specific domain expertise…if a user hasn’t already, it may permit them to avail themselves of utilizing all the operating efficiencies of the platform.  From the case assignment to the report to the billing…it is all certified as secure.

 

  • Peace of Mind – their SaaS provider takes security, availability, confidentiality and controls seriously enough that they invested time and resources to secure that “certification” designation, proving their controls are as represented, Never, of course, take the “peace of mind” that fact creates for granted.

 

We at CROSStrax would be happy to discuss how our secure platform can help you.

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What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.

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