Security your team can verify.

Tobie is built for the people who have to sign off: IT, security, and procurement. Here’s exactly where we stand. No vague badges.

  • SOC 2-certified infrastructure
  • SOC 2 Type I in progress
  • Encrypted in transit and at rest
  • HIPAA support under a signed BAA, scoped to your environment
  • US-hosted

How Tobie protects your data.

A handful of deliberate choices from the model up that keep your benefits data grounded, isolated, and accountable.

Source-grounded by design

Answers are drawn from the benefits documents you approve, and Tobie is designed to refuse or escalate when those documents do not cover a question. The assistant runs on Anthropic’s Claude Haiku 5.5, with Google’s Gemini as a backup. Additional model providers, including OpenAI, are on our roadmap. Tobie does not use your content to train models, and conversation data carries a short retention window we can review with your team.

  • Anthropic Claude Haiku 5.5
  • Google Gemini backup
  • Tobie does not train on your data
  • Short retention window

Encryption everywhere

Data is encrypted the moment it moves and the moment it rests. TLS protects every connection in transit; AES-256 protects everything stored at rest.

  • TLS in transit
  • AES-256 at rest

Tenant isolation

Each customer’s data is separated at the database level using Postgres row-level security. Your data is logically yours alone.

Access & oversight

Role-based admin controls who can see and change what, and your team can review the answers Tobie gives from the admin dashboard.

Trusted infrastructure

Our hosting, database, AI, and edge providers (Vercel, Supabase, Google, Anthropic, and Cloudflare) are each independently SOC 2-certified.


Where we are with SOC 2.

Most vendors show you a badge and stop. We’d rather show you the whole path, because the willingness to be precise is itself the trust signal.

Today

SOC 2-certified infrastructure

Our hosting, database, AI, and edge providers are SOC 2-certified, and our own controls are in active build against the Trust Services Criteria.

In progress

SOC 2 Type I

Our independent Type I examination is underway, with a target completion in Q4 2026. We can share interim documentation with reviewers under NDA.

The status above is current and maintained. Ask us where we are today. You’ll get a straight answer, in writing. Status last reviewed: September 2026.


HIPAA and your data.

We support our customers’ HIPAA obligations under a signed Business Associate Agreement, scoped to your environment. Benefits information is handled under the minimum-necessary principle, and the app is built so that identifiable health information is not retained: health mentions in Ask Tobie are generalized before storage, and health disclosures in feed comments are blocked rather than stored. Tell us about your PHI requirements and we’ll review with your team exactly how Tobie handles them.

Talk to us about a BAA

Our subprocessors.

A complete, current list of the subprocessors Tobie relies on, what each one does, and the data it handles.

SubprocessorPurposeData
Vercel
Application hosting & delivery
Application traffic, request metadata
Supabase
Database & authentication
Account data, benefits content, logs
Anthropic
AI assistant (Claude Haiku 5.5, default)
Question text, approved source content
Google
AI assistant (Gemini, backup)
Question text, approved source content
Cloudflare
DNS & edge security
Network metadata, IP addresses
Reducto
Document extraction
Uploaded benefits documents
Resend
Transactional email
Email address, message content
Twilio
SMS notifications
Phone number, message content
Subprocessor list current as of September 2026. We notify customers in advance of material changes.

Request our security packet.

The detailed documentation procurement and security teams need: architecture overview, data-flow diagrams, control mappings, and our subprocessor agreements, shared under NDA.

Or send your security questionnaire straight to us. The willingness to answer precisely is the point.

Or email security@tobie.team