Yes, there are several critical security measures to consider when evaluating insurance customer service software. First, ensure the software complies with industry regulations such as HIPAA, PCI-DSS, and local data protection laws like GDPR or CCPA. Data encryption is essential to protect sensitive customer information. Multi-factor authentication (MFA) should be a standard feature to prevent unauthorized access.
Additionally, look for solutions that offer robust user access controls, audit trails and real-time threat monitoring. Since insurance organizations handle a high volume of personally identifiable information (PII), it’s also important to assess how vendors manage data storage, backup and disaster recovery.
Ask vendors about their incident response plans and whether they undergo regular third-party security audits or penetration testing. Look for transparency into a vendor’s security posture and clear documentation to support compliance. Ultimately, security should be a top-tier evaluation criterion — not just a checkbox — when selecting software that will serve as a critical interface between your brand and your policyholders.