Pollen
Automation for document-heavy client workflows. Pollen designs a reliable, custom workflow for firms whose client work runs on paperwork.
About Pollen
Pollen is building AI agents that autonomously improve retention. Pollen monitors every customer account to detect back-tested churn and upsell signals by connecting to your communications, support tickets, product usage, and CRM. Then, Pollen tells your team exactly which accounts need attention today and decides what to do next.
Products
Builds a reliable, custom workflow that reads clients' documents, pulls them into one reviewed record, and fills out forms.
Security and compliance
As reported by Pollen. Ask for audit reports before you buy.
- SOC 2 Type IIIn progress
- HIPAACompliant
- AES-256 encryption at rest
- TLS encryption in transit
- Application-layer encryption for sensitive records
- Private one-time links
- Role-based access controls
- Audit logging
- MFA required for applications
- MFA required for critical services
- Password management policy
- DMARC email security
- Anti-malware on end-user devices
- Device encryption
- Mobile device management (MDM)
- Automated security scanning on infrastructure
- Firewall on infrastructure
- Penetration testing performed within last 12 months
- Vulnerability scanning
- Disaster recovery plans tested
- Automated backups
- No customer data used for AI training
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