SECURITY & COMPLIANCE

Security Built for
Regulated
Communications

Security is not a layer we added. It is how the platform operates.

ClicTell is designed to handle sensitive data across healthcare, financial services, insurance, and government communications. Whether your workflows involve PHI, financial data, policy information, billing records, or regulatory notices, the system is built to handle them securely.

Our platform enforces SOC 2 and HIPAA-aligned controls at every step, from data ingestion through production and final delivery, with encryption, role-based access, and full audit trails built into the core architecture.

BUILT IN
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SOC 2 and HIPAA-aligned controls
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Encrypted in transit and at rest
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Role-based access
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Full audit trails

How We Secure Your Data

Encryption

All data is encrypted in transit and at rest.

Access Controls

Role-based access and single sign-on ensure that only authorized users can view, edit, or approve content...

Secure Data Ingestion

Data from your internal systems enters through controlled pipelines with validation...

Production Security

Print execution occurs in controlled environments with pull-printing authentication...

Vendor Controls

All vendors in our network operate under defined security requirements.

Data Retention and Purging

Data handling follows defined retention schedules aligned to client...

Auditability and Governance

Every communication processed through ClicTell is traceable...

Audit Trails

Activity is recorded across the workflow, including:

  • Template changes and version updates
  • Approval actions and timestamps
  • Production activity and vendor handoffs
  • Delivery status and confirmation

Version Control

All communications are version-controlled to:

  • Ensure only approved content reaches production
  • Track exactly which version was delivered
  • Maintain a complete record of what each recipient received

Approval Governance

Approval workflows are structured and enforced with:

  • Defined review steps
  • Role-based ownership
  • Recorded sign-offs and timestamps

Compliance by Industry

ClicTell supports communications workflows in environments where regulatory requirements, auditability, and documented controls are required.

Healthcare

Communications involving PHI/PII, member data, and provider information

  • HIPAA-aligned workflows
  • CMS and state-level requirements
  • Document retention and version control
  • Audit trail for approvals and delivery
  • Multi-brand logos, disclaimers, and plan-specific language

Financial Services

Communications involving NPI, account data, disclosures, and regulatory notices

  • SOC 2 and PCI-aligned processes
  • Version-controlled disclosures and statements
  • Audit trails for approvals and delivery
  • Audit trail for approvals and delivery
  • Examination-ready records and reporting

Insurance

Communications across multiple products, states, and regulatory frameworks

  • GLBA-aligned privacy controls for policyholder data
  • State-specific regulatory language and DOI disclosure timing
  • Endorsement tracking and legal review workflows
  • Documented proof of mailing for cancellations, non-renewals, and claims notices

Utilities & Government

Communications subject to regulatory oversight, public utility commission requirements, with legal, accessibility, and transparency requirements

  • Accurate billing and rate change notice generation
  • Outage and service notification workflows
  • Delivery tracking and verification
  • PUC-ready documentation and reporting
  • FOIA and open records-ready archives
  • ADA-accessible formatting for citizen correspondence
  • Customizable retention schedules
  • Audit trails for approvals and delivery

Retail & Consumer Services

Communications involving loyalty, POS, and e-commerce data, personalized on purchase history and customer segmentation

  • CCPA and GDPR-aligned data privacy controls
  • Marketing opt-out and consent management
  • Secure handling of loyalty, POS, and
  • e-commerce data
  • Version control and brand consistency across multiple agencies and vendors
  • Audit trails for approvals and delivery

Evaluation-Ready

The ClicTell team is here to support your security review and procurement process with the documentation and technical context your evaluators need.

For regulated organizations, the buying process is part of the risk management process, not an obstacle to work around. We're ready for it.

Let's Discuss Your Security and
Compliance Requirements

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