SECURITY & TRUST
Your Estimates Stay Yours
Estimate AI Solutions completed a SOC 2 Type I audit in April 2026, and our security program is built on SOC 2 controls.
HOW WE PROTECT YOUR DATA
Security Built Into Every Step
SOC 2 Type I Audited
Our SOC 2 Type I audit was completed in April 2026. Our security program is designed and operated around SOC 2 controls.
Used Only for Your Work
Estimates you upload are used only to produce your reviews and conversions. They are never shared with other customers.
You Start Every Transfer
Data is sent to Xactimate® only when you start it. Nothing moves into your estimating system without your action.
Human-in-the-Loop Approvals
Every change is reviewed and approved by a user before anything is sent. Estimate AI never finalizes an estimate on its own.
No Passwords Requested
For the Verisk integration we collect only each user’s Xactware address and XactNet ID — never Xactimate® passwords or login credentials.
Account Deletion
When an account is deleted, its data is purged within 30 days.
Completing a Security Review?
Request our Security & Data Protection Disclosure and we’ll send the documentation your carrier or TPA review team needs.
Read our Privacy Policy.