Waypoint Claims
Trust / Exit and portability

The exit conversation, had at the start

Ending a contract with Waypoint is a two-step, recorded process. Before anything is switched off, your organization receives a complete export of its data — one file per table, plus its own audit trail.

And you never have to wait for an exit to get your data. At any time while active, you can take an on-demand export of your own records, so you never depend on Waypoint’s backups alone.

Ask about offboarding How it works
The question this answers
If we leave in three years, what do we walk away with?
A complete, sealed archive of every table, with a SHA-256 fingerprint and a row count that must match the census Waypoint reviewed — or the whole action stops. The archive is encrypted under a passphrase made for that one export, handed over once and never stored by Waypoint. You open it with a standard tool.

How an exit actually runs

Request, census, seal
01
You Start It
Only your Super Admin, Org Admin or Admin can start an offboarding request, with a reason. It can be withdrawn at any time before Waypoint acts. Waypoint cannot originate one.
02
Waypoint Reviews The Census
Every table that leaves, with row counts, and exactly what will be deactivated. The operator confirms by typing your organization’s code. Waypoint sees table names and row counts only, never the rows.
03
The Export Comes First
Every table is exported to your archive before anything is switched off. The manifest counts must match the census, or nothing happens.
04
Sealed, Fingerprinted, Handed Over
AES-256 encryption under a one-time passphrase, a SHA-256 fingerprint, and the passphrase handed over once through the contractual channel.
05
Your Choice At Exit
Keep your key granted and your records stay locked under it until each retention period ends; legal holds still apply and disposal follows the schedule you signed off. Or choose export and shred: after you confirm you have your export, Waypoint deletes your database and file storage, you destroy your keys, and what remains in backups can never be read and is gone within 30 days.
Ask every vendor this

Questions worth asking us and our competitors

The answers below are ours. Put the same list in front of anybody else you are evaluating, and notice which questions produce a specific answer.

Do We Get Structured Data Or Reports?
One file per table, plus your audit trail
Can Anyone Else Open The Archive?
No — without the one-time passphrase nobody, Waypoint included, can open it
Can We Export While Still A Customer?
Yes — an on-demand export at any time, and a nightly warehouse export carrying claim and policy numbers
What Happens To Your Copy?
Your choice: kept locked under your key until each retention period ends, or deleted, with the destruction of your keys as proof.
What About Backups?
Kept exactly 30 days and write-locked. Once you destroy your keys, they cannot be read by anyone and are gone within 30 days.
Can We Take Our Phone Numbers?
Yes — an organization that leaves may take its numbers
Where we are honest

What portability cannot promise

Your data is yours and comes out in a usable shape. What it will not do is drop cleanly into a different vendor’s model without work.

Schemas Differ
No two claims platforms model reserves, parties or coverage identically. Mapping into a successor system is real work, and any vendor implying otherwise is selling.
Configuration Does Not Transfer
Your rate books, rules, thresholds and schedules are configuration in this platform. The values come with you; the shape they sit in is ours.
We Have Not Been Exited Yet
We are early enough that no customer has left. The mechanism is built and recorded step by step, but we will not claim experience we do not have.

Read next

Audit & Retention How long records are kept after you leave. BI Datasets Curated exports to your own tools while you are a customer. Operator Portal Onboarding: the same discipline on the way in.

Get the exit terms in writing first

Ask us for them before the commercial conversation gets pleasant. A vendor confident in the product has no reason to make leaving expensive.

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