Autoagent Data Solutions, LLC | Trust Center
Trust Center
Our Trust Center serves as a central hub for demonstrating our commitment to security, privacy, compliance, and transparency. It provides resources, certifications, policies, and tools to help our customers and stakeholders understand how we protect their data, ensure compliance with industry standards, and maintain trust in our products and services.
View Compliance

Compliance

PCI

We maintain PCI DSS compliance, validating that our systems and processes protect cardholder data

Accessibility Statement

We aim to adhere as strictly as possible to W3C's WCAG 2.1 standards at the AA level.

SOC 2 Type 2

We maintain a SOC 2 Type II report that independently validates the design and operating effectiveness of our security controls over time.

HIPAA

Coming Soon!

Letter of Financial Standing

Confirmation of financial audit for the year ended December 31, 2025.

Monitoring

Continuously monitored by Secureframe

Reporting an Incident

If you believe you have identified a security incident, vulnerability, or suspicious activity affecting your Autoagent account or services, please report it promptly by emailing [email protected]. Include your organization name, a description of what you observed, the approximate date and time, and any affected systems or services.

For your protection, please do not include full payment card numbers, passwords, API keys, or other sensitive credentials in your report. Our team will acknowledge your report, investigate, and keep you informed of next steps in accordance with our incident response procedures.

Monitoring

Change Management

Software Change Testing
Software changes are tested prior to being deployed into production.
Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Segregation of Environments
Development, staging, and production environments are segregated.
Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems

Organizational Management

Internal Control Monitoring
A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements.
Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Security Awareness Training
Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Background Checks
Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
New Hire Screening
Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Personnel Acknowledge Security Policies
Internal personnel review and accept applicable information security policies at least annually.

Vulnerability Management

Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.
Vulnerability Scanning
Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis.

Incident Response

Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.
Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.

Risk Assessment

Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.

Network Security

Restricted Port Configurations
Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls.
Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Network Traffic Monitoring
Security tools are implemented to provide monitoring of network traffic to the production environment.
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.
Logging and Monitoring for Threats
Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable.

Access Security

Encryption and Key Management Policy
An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls.
Encryption-in-Transit
Service data transmitted over the internet is encrypted-in-transit.
Asset Inventory
A list of system assets, components, and respective owners are maintained and reviewed at least annually
Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information
Access to Product is Restricted
Non-console access to production infrastructure is restricted to users with a unique SSH key or access key
Encryption-at-Rest
Service data is encrypted-at-rest.