Data Security
We hold as little as possible. Every touchpoint recorded and auditable.
The less we hold, the less is ever at risk.
Defense-in-depth.
Controls in place
Four controls, in place today.
Data minimization, first
You load only the active commercial policies you choose — never your full book. The less we hold, the less is ever at risk.
Isolated and encrypted
Each agency’s policy store is logically isolated from every other client, encrypted in transit and at rest. No shared context between agencies. Nothing touching the open internet.
Every touchpoint on record
A full timestamped audit trail of every draft, access, and approval — yours to review at any time.
A licensed human at the gate
Your producer signs off on every client-facing output. Yozona never binds, quotes, or advises on coverage.
Where your data lives
Your policy data never touches the public internet.
Yozona runs on a controlled, isolated processing core — that’s where your policy data and every draft live, encrypted and per-tenant isolated. The web surfaces your team and requesters touch — intake forms, sign-off — render and forward. They store nothing. Your clients’ information never sits on the public web layer.
Retention & offboarding
Your data, on your terms.
You choose what’s loaded, retention is defined and limited, and a Data Processing Agreement is in place before any policy data touches the core.
You choose what’s loaded
You choose which policies are loaded and for which clients.
Defined, limited retention
Your data is kept only for the life of the engagement, deleted on a defined schedule, and at offboarding your entire store is deleted and confirmed in writing.
A DPA before any data loads
We work under a Data Processing Agreement before any policy data is loaded — covering purpose limitation, sub-processors, retention, and deletion.
Third-party oversight
We make your third-party oversight easy.
Insurance agencies answer to the GLBA Safeguards Rule and the NAIC Insurance Data Security Model Law — both require you to vet and oversee any service provider that touches nonpublic information. Yozona’s controls are documented to drop straight into that file, and we answer a security questionnaire cleanly. Scoped access, per-client isolation, a full audit trail, and a contract in writing — more accountability than an offshore assistant can offer.
Offload the work without offloading control.
Access is yours to grant and revoke — never our precondition.
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