Outstanding SOC 2 Support and Guidance

Outstanding SOC 2 Support and Guidance
About Boxx Insurance

Boxx Insurance is an organization pursuing SOC 2 Type I and Type II compliance to demonstrate technical expertise and security — qualities clients are increasingly prioritizing.

Thomas Joyce, Security and Compliance Lead at Boxx Insurance, led the effort to achieve compliance and sought guidance from a knowledgeable audit partner.

The Challenge

Gaining SOC 2 Type I and/or Type II accreditation can be significant for a business. It demonstrates technical expertise and security. Compliance widens an organization’s potential customer base, enables it to charge more for its services, and allows people within the organization to gain critical knowledge they can use to further various business objectives.

But achieving compliance isn’t easy. Beyond the technical requirements, the process can be unclear and intimidating.

Seeking support and guidance from a third party can make all the difference.

The Solution

Boxx Insurance chose to work with Insight Assurance for professional and customer-centered support.

Joyce noted:

“The professionalism, responsiveness, and patience of their team, particularly Isabelle Boone, made a significant difference.”

Being available to answer questions quickly was crucial throughout the process. Isabelle was prompt in answering questions, clear in her instructions, and patient as the team navigated unfamiliar processes.

Joyce shared:

“Isabelle was always prompt in answering our questions, clear in her instructions, and patient as we navigated unfamiliar processes. Her guidance was instrumental in achieving our compliance goals.”

Insight Assurance provided comprehensive documentation, clear and easy-to-follow instructions on requirements, and thorough documentation on common issues.

The Results

Joyce was pleased with the outcome.

“Insight Assurance expertly guided us through the complexities of achieving SOC 2 Type I and Type II compliance. Their support enabled us to efficiently navigate the auditing process, significantly reducing our workload and ensuring clarity at every step.”

The structured guidance and responsive communication made the process manageable and clear.

Joyce concluded:

“I highly recommend Insight Assurance, especially for any company pursuing SOC 2 compliance for the first time. Their knowledgeable and approachable team significantly eases the audit journey, making the entire process manageable and stress-free.”

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