Security & Compliance

Your data,
protected

Modern security standards for your most critical documents. Encryption, access controls, and complete audit trails.

AES-256
Encryption at Rest
TLS 1.3
Encryption in Transit
Role-Based Access
Granular Permissions
Audit Logs
Complete History
Infrastructure

Built on secure foundations

Your data is hosted on AWS, benefitting from world-class data center security and compliance certifications at the infrastructure level.

Secure Data Centers

24/7 monitoring, physical access controls, and environmental safeguards

Infrastructure Compliance

SOC 2 and ISO 27001 standards at the data center level

Network Isolation

Private cloud environments with firewall protection and restricted access

AWS
SOC 2
ISO 27001
VPC
AES-256

Hosted on secure cloud infrastructure

Data Protection

Encryption everywhere

Your data is encrypted at rest using AES-256 and in transit using TLS 1.3. Backups are encrypted with separate keys.

  • AES-256 encryption for stored data
  • TLS 1.3 for all data in transit
  • Encrypted backups with separate keys
  • Secure data deletion on request
Data Flow
Your Browser
Form data
TLS 1.3
Pathience Server
Processing layer
AES-256
Encrypted Storage
At rest
Team Permissions
AD
Admin
Full access
ED
Editor
Edit forms
-
VW
Viewer
Read only
-
-
ViewEditPublish
Access Control

Role-based permissions

Control who can view, edit, and publish forms. Granular permissions ensure team members only access what they need.

  • Admin, Editor, and Viewer roles
  • Package-level access controls
  • Session timeout and automatic logout
  • User invitation management
Audit & Compliance

Complete audit trail

Every action is logged. See who did what, when, and compare any two versions of your forms.

  • Complete user activity logs
  • Permanent version history
  • Change tracking with timestamps
  • Version comparison tools
  • Historical version retrieval
Activity Log
Jane Doe published v2.1.0
Today, 2:45 PM
Mike Smith edited Policy Form CP-001
Today, 11:30 AM
Amy Lee added Cyber Endorsement
Yesterday, 4:15 PM
Jane Doe created branch new-cyber-product
3 days ago
View all activity
Data Privacy

Your data belongs to you

Clear data ownership and privacy policies designed for insurance carriers and MGAs.

Data Ownership

You retain full ownership of all policy forms, data models, and content you create. We provide the service; your data is yours.

Data Portability

Export your data anytime in standard formats. We make it easy to leave if you ever need to.

No Training on Your Data

We don't use your form content to train AI models or improve our product. Your policy language stays private.

Security Questions?

Let's talk about your requirements

Happy to answer questions, share details about our security practices, or discuss your specific requirements.