Industry Compliance

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Health Insurance Agents

Secure Email for Health Insurance Agents

Why do I Need Secure Email as a Health Insurance Agent?

Health Insurance Agents are responsible for complying with PHI (protected health information) as it relates to HIPAA (Health Insurance Portability and Accountability Act) to protect client sensitive data in electronic communication. Email is the most common format of electronic communication.

  • Health Insurance Agents and Brokers are responsible for protecting PHI from a data breach.
  • Data Breaches routinely encompass nonpublic personal identifiers which are the main source of identity theft, this is most common with PHI.
  • Emails are considered vulnerable to unauthorized access and need to be protected in order to prevent a breach of PHI.
  • Health Insurance Agents and Brokers are required to safeguard the security and confidentiality of customer information in physical or electronic form.

Secure Electronic Signature

Why do I Need Secure eSignature as a Health Insurance Agent?

Health Insurance Agents and Brokers who utilize secure electronic signature services increase productivity/profitability, create greater accuracy, maximize security, and maintain a complete audit trail.

  • The use of electronic signatures closes client transactions faster and increases profitability.
  • Proof of signature and detailed audit trails are present with electronic signatures, this provides a legal evidence log for HIPAA compliance.
  • Maximize the security of all documents with encrypted electronic signatures to provide your clients with PHI security meeting all HIPPA Regulations.

Compliance With Regulations

What Regulations Must I Comply With?

Health Insurance Agents and Brokers who use secure email and secure electronic signatures provide the best protection for their clients and maintain the security needed to protect PHI and comply with HIPAA.

  • HIPAA compliance requires ‘covered entities’ (such as brokers and agents) to protect client PHI (protected health information); this includes during transit via digital methods.

  • Requires businesses to protect NPI (Non-public Personal Information) of clients.
    • Any information an individual gives you to receive a financial product or service (for example, name, address, income, Social Security number, or other information on an application).
    • Any information you get about an individual from a transaction involving your financial products or services (for example, the fact that an individual is your customer, account numbers, payment history, loan or deposit balances, and credit or debit card purchases).
    • Any information you get about an individual in connection with providing a financial product or service (for example, information from court records or from a consumer report).
    • HIPAA-covered entities in dealing with the HIPAA-required documents that mandate a patient or beneficiary signature allow electronic signature. The Electronic Signatures in Global and National Commerce Act or ESIGN (which preempts inconsistent state law other than UETA), together assure electronic signatures obtained and maintained with the proper process controls will be effective for all HIPAA-required documents throughout the United States.
    • An electronic signature can be used when a signature is required by a document governed by HIPAA, and is as legally enforceable with the signing party as a "wet ink" signature. Any electronic signature process – clicks, typed names, check boxes, you name it – will work as long as it is “attached to or logically associated with” the electronic HIPAA record or tangible HIPAA document, and as long as the process is a solid one.
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