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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 managed production and final delivery, with encryption, role-based access, and full audit trails built into the core architecture.

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 at each stage of the workflow, supporting alignment with zero-trust security models.

Secure data ingestion

Data from your internal systems enters through controlled pipelines with validation and standardization before it touches any production process.

Production security

Print execution occurs in controlled environments with pull-printing authentication, ensuring sensitive documents are only released to verified recipients at the point of output.

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 and regulatory requirements.

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Auditability and governance

Every communication processed through ClicTell is traceable, from source data through final delivery, because in regulated environments a complete and defensible record is not optional. This includes vendor handoffs.

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

See how auditability works in your workflow. Book a Demo

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
  • Defined delivery timing and SLA enforcement
  • 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 personalised on purchase history and customer segmentation

  • Version control and brand consistency across multiple agencies and vendors
  • Audit trails for approvals and delivery

Higher education

Communications involving student records, financial aid data, and deadline-bound notices

  • FERPA-aligned handling of student education records
  • GLBA Safeguards-aligned controls for institutions participating in Title IV federal aid
  • Version-controlled aid letters, statements, and regulated notices
  • Documented delivery for deadline-bound and safety-related communications
  • 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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