Built for Enterprise Carrier Requirements.

Security, privacy and operational controls aligned with carrier expectations.

SOC 2 Type ICompleted

Independent audit of control design.

SOC 2 Type IIExpected November 2026

Independent audit of control effectiveness over time.

SOC 2 Type II status is an editable field. It must be updated the moment the report is issued.

Data Security
& Encryption

Claim, policyholder and inspection data handled under defined protection policies.

Controlled
User Access

Role-based access limits every user to the data their job actually calls for.

Carrier-Specific
Workflows

Each carrier program runs on its own configured workflow and reporting path.

Vendor & Field
Controls

Field technicians are vetted, certified and bound by Patriot data-handling standards.

Incident
Management

Documented procedures for identifying, escalating and responding to security events.

Technology
Governance

Platform changes follow controlled release processes.

Security Extends to the Field.

Most claims data is created on the property, not in an office. Patriot’s mobile workflows keep field capture inside the same controlled system, so documentation moves straight into QA review before delivery to the carrier, with no detour through personal devices or email.

Patriot Claims technician capturing inspection data in the field

Ready to Evaluate Patriot?

Security is one part of vendor due diligence. We’d like to understand your full evaluation criteria.