Commitment to Compliance & Data Security

Summit 360 | November 17, 2025

Our Compliance Standards

Integrity you can trust. Security you can rely on.


Protecting What Matters Most


At Summit 360 Solutions, integrity isn’t just a value — it’s a responsibility.
We handle sensitive information every day, and we treat that data with the highest level of care, confidentiality, and compliance.


Our systems, processes, and people are built around one guiding principle:

Protecting your employees’ information as if it were our own.


Our Commitment


We adhere to strict standards designed to protect employer and employee data at every stage of the enrollment process.


Our compliance framework includes:


  • HIPAA Compliance — We safeguard all Protected Health Information (PHI) under federal privacy and security standards.
  • Confidentiality Agreements — Every Benefit Counselor and team member signs comprehensive NDAs and subcontractor BAAs before accessing client data.
  • Secure Data Exchange — Information is transmitted only through encrypted and approved channels.
  • Limited Data Access — Access to sensitive information is role-based and audited regularly.
  • Retention & Disposal Standards — Data is stored and disposed of according to strict retention and destruction policies.


Operational Integrity



Compliance isn’t just paperwork — it’s how we work.


Our team follows clear operating procedures to ensure accuracy, accountability, and transparency in every interaction.


We ensure:

  • Verification and cross-checking of all enrollment data before submission.
  • Consistent documentation and audit readiness.
  • Ongoing staff training to stay ahead of evolving compliance standards.


Third-Party Assurance


We maintain active agreements with trusted service providers and technology partners who share our standards for:


  • Data Security & Encryption
  • User Authentication & Access Controls
  • Regulatory Compliance Monitoring


Every partner we engage is vetted to ensure your data remains protected from end to end.


Our Promise


Summit 360 Solutions is more than a benefits firm — we’re a trusted steward of your employees’ information.


When you partner with us, you gain peace of mind knowing that every process, system, and individual operates with integrity and care.


Because trust isn’t claimed — it’s earned, every day.

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Community & Impact

By Summit 360 • November 17, 2025
Serving people, strengthening communities, and making a lasting difference.  Beyond business, we believe in giving back. Our team continues to support community initiatives that promote education, family wellness, and local outreach — both in the U.S. and abroad. Because success means more when it serves others.
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Enhancing the Employee Experience

By Summit 360 • November 17, 2025
Enhancing the Employee Experience  When employees understand their benefits, they feel valued — and that changes everything.
Three people collaborating around a table, pointing at papers. One wears a brown blazer.

New Partnerships and Collaborations

By Summit 360 • November 17, 2025
Summit 360 continues to strengthen relationships with carriers, brokers, and consultants across the benefits landscape. These partnerships allow us to integrate seamlessly with our clients’ existing ecosystems — ensuring a smooth, consistent experience for every employer and employee we serve. Collaboration is at the heart of everything we do.
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Summit 360 Expands Enrollment Network

By Summit 360 • November 17, 2025
Expanding Our Enrollment Network  Growing with Purpose. Serving with Excellence.