From First Audit to Industry Leader: How HealthPlanOne Built a Proactive Compliance Program
Industry: Insurance
Compliance Audits: SOC 2, HITRUST i1
HealthPlanOne, LLC creates custom sales, marketing, and contact center solutions exclusively for health and Medicare Advantage insurance products. Founded in 2006, HealthPlanOne has become one of the highest performing marketing, member acquisition, and retention companies in the industry and the largest producer of exclusive Medicare leads.
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“What sets 360 Advanced apart as an auditor is the amount of care they take with their clients. There is the appropriate amount of scrutiny, but they administer their audits in a way that helps your company learn as you go. A lot of auditors can be very strict and make it feel like they’re conducting a deposition. The auditors at 360 Advanced don’t operate that way. They are consultative, educational, and personable — and truly want to help their clients become more secure companies.”
Stephen Kaplan
Chief Legal, Compliance, and Privacy Officer
The Opportunity
When HealthPlanOne began its compliance journey in 2019, the goal wasn’t just to meet minimum requirements - it was to build a program that proactively strengthened client and consumer data protections.
The Solution
360 Advanced (via its acquisition of GoldSky Security) supported HealthPlanOne from the beginning, mapping a long-term strategy to build maturity over time. Starting with a SOC 2 examination, the roadmap expanded to include HITRUST i1 and an upcoming HITRUST r2.
The Results
Successfully completed SOC 2 and HITRUST i1; HITRUST r2 in progress
Grew from compliance novice to industry leader, exceeding regulatory and client expectations
Gained a strategic compliance firm that guides planning, interpretation, and execution
Built a trusted reputation with clients through proactive, transparent compliance efforts
Discover how our Integrated Compliance approach drives results for companies like HealthPlanOne.
Contact us today to learn more.
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