INS provided SOC 2 compliance support for OwnMidwest's live production sites — implementing the security controls, continuous monitoring, and documentation required to meet SOC 2 Trust Service Criteria across Security, Availability, and Confidentiality.
Type I
SOC 2 Readiness
3
Trust Service Criteria
100%
Audit-Ready Documentation
24/7
Continuous Monitoring
Client
OwnMidwest
Industry
Real Estate & Property Investment
Locations
Indiana · South Carolina
Framework
SOC 2 Trust Service Criteria
Services
Gap Assessment · Control Implementation · Monitoring · Audit Documentation
OwnMidwest's live production sites handle sensitive property data, financial transactions, and personal client information across three business lines. As their institutional investor relationships grew, partners and counterparties began requesting evidence of formal security controls — and SOC 2 compliance became a business requirement, not just a best practice.
OwnMidwest had no existing compliance program, no documented security policies, and no formal control framework. They needed a partner who could assess their current state, implement the required controls, and produce the documentation needed to demonstrate SOC 2 readiness — without disrupting live production operations.
INS began with a comprehensive SOC 2 gap assessment — mapping OwnMidwest's current security posture against the Trust Service Criteria for Security, Availability, and Confidentiality. The gap assessment identified control deficiencies, documentation gaps, and monitoring requirements across all three business lines.
INS then implemented the required controls in priority order — starting with the highest-risk gaps identified in the assessment. This included access control policies, encryption standards, incident response procedures, change management processes, and vendor risk management documentation. All controls were implemented on live production systems with zero downtime.
Continuous monitoring was established to provide the ongoing evidence collection required for SOC 2 — automated log collection, access reviews, vulnerability scanning, and security event documentation. INS produced a complete audit-ready documentation package covering all implemented controls, their design rationale, and evidence of operation.
Full SOC 2 Type I Readiness
OwnMidwest achieved SOC 2 Type I readiness across Security, Availability, and Confidentiality Trust Service Criteria.
Audit-Ready Documentation
Complete control documentation, policy library, and evidence package delivered — ready for formal auditor review.
Zero Production Downtime
All controls were implemented on live production systems without disrupting OwnMidwest's ongoing real estate operations.
Continuous Monitoring Active
Ongoing evidence collection and monitoring provides the foundation for a future SOC 2 Type II audit.
INS delivers SOC 2 readiness for businesses across all industries — from gap assessment through audit-ready documentation. Get started today.