At ClaimVantage, security and compliance are paramount. We offer a range of secure, cloud-based products, built on the Salesforce platform, which are hosted in ISO 27001 and SOC 2 compliant data centers.

Data Protection   


The American Institute of Certified Public Accountants (AICPA) Service Organization Controls (SOC) reports give assurance over control environments as they relate to the retrieval, storage, processing, and transfer of data. The reports cover IT general controls and controls, as well as controls around the availability, confidentiality, and security of customer data, and are issued for 6-month periods each year.

Baker Newman Noyes has audited ClaimVantage and has granted the organization with a SOC 2 certificate.

Salesforce ISV Partner  

We are a gold ISV Salesforce partner. Being built on the Saleforce platform allows us to provide you with software that is regularly updated, flexible to integrate with third-party applications, and scalable to support your company’s growth.

Salesforce is committed to achieving and maintaining the trust of their customers. Integral to their mission is providing a robust security and privacy program that carefully considers data protection matters across their suite of services, including data submitted by customers.

Salesforce has heavily invested in the security and resilience of its infrastructure. Its data center operations have received ISO 27001 and SOC 2 Type II audits. is a certified licensee of the TRUSTe Web Privacy Seal, a certified licensee of the TRUSTe Safe Harbor Seal and abides by the EU Safe Harbour Framework. It has detailed network and physical security mechanisms in place.

Learn more about Salesforce’s security and compliance



All federal and state FMLA leaves are built into our absence and IDAM software solutions. We have a team who continuously monitor legislation, to ensure that as soon as new legislation is passed, we can begin the review, development, and testing process, and have updates to the software in place before the legislation becomes effective.

We monitor federal and state leave laws relating to absence compliance. When a relevant change happens, we send our customers a summary of what’s different, why it’s important, and advise them of updates we’re making to the software.

Claim Management

Each customer is accountable to ensure their business processes and claimant communications meet ERISA and state requirements for claim management.

Using our self-service workflow functionality, our customers can create specific workflows, tasks, and communications, selecting timing and event triggers to help ensure their business rules and processes align with ERISA and state requirements.