Built for Healthcare

Every AI tool wants your patients' data. RocketDocs doesn't.

SIGs, HITRUST mappings, payer RFPs, BAA reviews. Health plans, providers, and health IT vendors trust RocketDocs to automate every response with 100% private AI that keeps PHI and member data exactly where it belongs: in your environment.

  • SOC 2 + ISO 27001 Certified
  • 100% Private AI
  • Data Never Leaves Your Environment
RocketDocs | Content Library R RocketDocs Content Library Projects Analytics Audit Trail Administration Content Search... All Fields Published All Words QUESTION / TOPIC LIBRARY STATUS OWNER REVIEW SOC 2 Type II Compliance Overview ID: 1847 | Security & Compliance Security Published Manning, B. Semiannual Data Encryption at Rest and in Transit ID: 1623 | Infrastructure Infrastructure Published Chen, L. Quarterly Business Continuity and Disaster Recovery ID: 2104 | Risk Management Risk Mgmt In Review Park, J. Annual Company Overview and Financial Stability ID: 732 | Company Overview Company Published Bohlender, L. Semiannual Access Control and Authentication Policies ID: 1955 | Security & Compliance Security Published Goodspeed, L. Quarterly CONTENT DETAILS Draft In Progress Finalize SME: Bohlender, Lindsey | Expiration: Sep 30, 2028 | Review Cycle: Semiannual

Trusted by the world's largest companies

J.P. Morgan
Bank of America
Prudential
Deutsche Bank
Aetna
Tufts Health Plan
HSA Bank
Voya
Securitas
J.P. Morgan
Bank of America
Prudential
Deutsche Bank
Aetna
Tufts Health Plan
HSA Bank
Voya
Securitas
The Platform

Built for teams where compliance isn't a checkbox

Private AI, Office-native workflows, and audit-ready approvals. The only response management platform built for health plans, providers, and health IT teams responding to vendor risk assessments, payer RFPs, and security questionnaires.

AI-Powered Autofill

From 200-question SIG to first draft in minutes

RocketDocs' private AI searches your approved content library and generates accurate first drafts for SIGs, HITRUST mappings, CAIQs, and payer RFPs. Multi-pass autofill lets your security and proposal teams prioritize specific libraries (security, clinical, network, plan design) on the same response.

  • AI pulls from approved, SME-reviewed answers first
  • Multi-pass autofill by library, topic, and compliance domain
  • AI runs in your AWS VPC. No PHI ever leaves your environment.
RocketDocs Proposal (11) Home Insert Layout Review 1. What is the name of your company? Please insert your answer here 2. Where is your Corporate Headquarters? Please insert your answer here 3. What is a high-level overview of your systems security? Please insert your answer here 4. Does the vendor have a process for controlling user access to the systems? Please insert your answer here 5. Do education and training of employees occur? Please insert your answer here R LaunchPad Autofill x Autofill Pass 1: Libraries Security Attributes Encryption Generative AI Autofill Pass 2: Libraries Infrastructure ADD PASS Autofill Confidence 65 GenAI folders Product Documents x Gen AI Prompt Custom generative ai prompt... AUTOFILL
Audit Trails

When regulators ask, you have the evidence.

Built-in audit trails track every action across every questionnaire. See who changed what, when, and at which workflow stage. Built-in approval chains, version history, and SOC 2 + ISO 27001 controls support the evidence trail your auditors and BAA partners expect.

  • Full revision history with workflow state
  • Multi-step approval workflows (Draft, Review, Finalize)
  • SOC 2 + ISO 27001 certified
RocketDocs | Project Details R PROJECT DETAILS Summary Open Requests Questions Attributes Audit Trail Notes DDQ Demo Project Summary REASSIGN REVERT PROMOTE MENU Review Manager (Group) Populate Finalize Project ID: 37 | Type: Security Questionnaire | Lead: Nancy Drew | Status: draft | Client: ABC Company Audit Trail DATE USER ACTION DETAILS 9 Feb 2026, 10:08 AM Drew, Nancy AutoParse Parsed questions from SaaS RFP 9 Feb 2026, 10:08 AM Drew, Nancy ProjectQuickAdd Create Project Quick Add 8 Feb 2026, 3:42 PM Manning, B. ContentEdit Updated encryption policy 8 Feb 2026, 2:15 PM Chen, L. StatusChange Promoted to Review 7 Feb 2026, 4:30 PM Park, J. Autofill Autofilled 247 of 299 (83%) Rows per page: 25 | 1-5 of 12
Office-Native

Built right inside Word and Excel.

Your security, compliance, and proposal teams live in Word and Excel. So does RocketDocs. Import any SIG, HITRUST mapping, payer RFP, or custom security questionnaire and auto-parse every question instantly.

  • Supports Word, Excel, Google Docs, Google Sheets
  • Auto-parses every question on import
  • See the final formatted version the entire time
RFP Demo (1) Home Insert Data Review A 1. Vendor Information 8 Describe your information security program at a high level. 9 Describe your data handling practices for PHI. 10 How long have you been in business? 11 What year was the company founded? 12 Brief history of the company and current management team 13 Please provide a brief history of the current management team. General Security Platform R LaunchPad Questions Search InsertAI Working on: RFP Demo Parse report: 299 Questions 247 Answered 198 AI Generated Here is where things stand: 299 Questions 247 Answered 52 Unanswered 195 Completed 52 Draft Add Question Add Placeholder Set Document Defaults Logout
AI Assistant

Ask Astro. Get answers from your content library.

Astro searches your approved content library and generates answers with source citations. Need a different tone? Just ask. Every response links back to the published content it drew from. Astro can also pull from any additional documents you grant it access to, so your approved library stays the source of truth while still leveraging supporting context when you need it.

  • Answers sourced from your approved content library
  • Adjust tone, length, and style on the fly
  • Every response flagged for human review
RocketDocs | Content Library R Control Center Projects Libraries Reports Astro x Can you provide a summary of the RocketDocs business continuity plan? RocketDocs' business continuity plan (BCP) was developed to provide reasonable assurances of business continuity in the event of a disruption of normal operations. Source: Content 1. Technology / 1398 - published 2. Security / 2738 - published AI generated content may be incorrect. Can you change the tone to urgent and persuasive? Business Continuity Is a Top Priority In the event of a disruption, RocketDocs' BCP kicks in to ensure our continued ability to serve our customers. This plan is rigorously reviewed. We are committed to identifying and mitigating risks, and to restoring service as quickly as possible. Source: Content 1. Technology / 1398 - published Ask Astro a question...

Works with the tools your team already uses

Word Excel PowerPoint Google Docs Google Sheets Salesforce Teams
50%+
Faster questionnaire turnaround
2x+
Capacity per responder
95%+
Content reuse from approved library
100%
Audit-ready and compliant

Based on customer-reported outcomes

Why RocketDocs

See how RocketDocs compares

Select a competitor to see a side-by-side comparison.

CapabilityRocketDocsLoopio
AI Approach Private (Llama 3.1)Third-party ML
Office-native (Word/Excel) Full nativeExport only
Built-in audit trails FullBasic
Compliance SOC 2 + ISO 27001SOC 2 only
Multi-pass AI autofill YesNo
Content review cycles Built-inManual
RapidDocs templates YesNo
Track record 30 years12 years
What Our Customers Say

Trusted by compliance teams across healthcare

★★★★★

"The tool itself is very simple and direct. I've trained a lot of people on this and they're like, 'that's all I have to do?' It's the way that RocketDocs works with Word. It's very similar to what they're used to."

RFP Manager, Leading Healthcare Organization

★★★★★

"RocketDocs serves as a comprehensive repository, consolidating our organization's RFP inquiries, responses, and supporting exhibits into a single streamlined platform. The customer service is exceptional."

Philip M., RFP Manager, Enterprise Healthcare

★★★★★

"RocketDocs is a reliable and robust platform that offers an advanced customized workflow. I had a great experience searching data through multiple keywords which is extremely fast."

Amarnath P., Software Analyst, Healthcare Services

Free Tool

Security Questionnaire ROI Calculator

See exactly how many hours and dollars your team is spending on security questionnaires, and what you'd save with RocketDocs.

Step 1 of 4
How many security questionnaires does your team complete per month?
2-4
per month
5-9
per month
10-19
per month
20+
per month
Step 2 of 4
How many questions are in each questionnaire on average?
Under 50
questions
50-150
questions
150-300
questions
300+
questions
Step 3 of 4
How long does each question take your team to answer?
5 min
quick lookups
10 min
some research
15 min
cross-team input
20+ min
heavy coordination
Step 4 of 4
What's the average hourly cost of the people working on these?
$50
junior staff
$75
mid-level
$100
senior / SMEs
$125+
leadership
Your Results
Hours spent per month--
Annual cost (current process)--
Projected hours saved per year--
Projected annual savings--

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Common Questions

Before you book

A 25-minute walkthrough tailored to your workflow. We'll show you the content library, AI autofill, audit trails, and Office-native experience using security questionnaire scenarios relevant to healthcare. No slides, no pitch deck. Just the product.

Most teams are live within weeks, not months. RocketDocs includes onboarding, training, and ongoing customer support. Your existing content can be migrated and your team works inside Word and Excel from day one with zero re-training.

RocketDocs' private AI (Llama 3.1) runs in your AWS VPC. Your data never leaves your environment. No external API calls, no third-party processing, no customer data used to train models. SOC 2 and ISO 27001 certified.

No per-seat surprises. We'll walk through pricing during the demo based on your team size and needs. Unlike many competitors, we don't charge for every reviewer, legal contact, or executive who needs occasional access.

No spam. You'll hear from our team about your demo, and we'll send occasional product updates you can opt out of anytime.

See It In Action

See why healthcare compliance teams choose RocketDocs

25 minutes. No obligation. We'll show you how RocketDocs handles security questionnaires, SIGs, and vendor assessments for healthcare teams.

Trusted by Aetna, Tufts Health Plan, HSA Bank, and leading healthcare organizations.

Pick a time for your demo