IT for Insurance Agencies
IT for Insurance Agencies
IT SUPPORT FOR INDEPENDENT INSURANCE AGENCIES
An agency holds driver’s license numbers, claims history and financial details for every client. Carriers, cyber insurers and state regulators all expect that data protected. We keep the agency management system, carrier portals and email working and secure.
- Agency management system access secured
- Carrier portals and raters working
- Records for state data security rules
WHERE AGENCIES ARE EXPOSED
EMAIL TAKEOVER
A stolen inbox can send fake payment instructions to clients and carriers.
SHARED LOGINS
Producers and CSRs sharing carrier logins make access hard to control.
STATE RULES
Many states have adopted the NAIC Insurance Data Security Model Law, which calls for a written security program.
CYBER APPLICATIONS
Cyber insurance applications ask about MFA, EDR and backups. You need true answers.
AGENCY SYSTEMS WE SUPPORT
AGENCY MANAGEMENT
Applied Epic, Vertafore AMS360, EZLynx and HawkSoft.
RATERS AND PORTALS
Comparative raters and carrier portals.
DOCUMENTS
E-signature, scanning and document storage.
PHONES
VoIP phones and call recording for the office.
Your AMS vendor runs their platform. We secure the logins, devices and network your staff use to reach it.
TRUE ANSWERS FOR YOUR CYBER APPLICATION
Cyber insurance renewals ask direct questions about MFA, backups and endpoint protection. We give you the facts from the tools we run, so the answers on the form match what is really in place.
- MFA on email, AMS and remote access
- Huntress EDR on every computer
- Backups with restore tests
- Email filtering and DMARC
HOW WE SUPPORT YOUR SECURITY PROGRAM
01
INVENTORY
List where client data lives.
02
CONTROLS
MFA, encryption, email filtering and EDR.
03
VENDORS
Track your AMS and other providers.
04
RESPOND
An incident plan with clear steps.
WHAT WE MANAGE FOR AGENCIES
PRODUCERS
Laptops and phones set up and secured.
Filtering, DMARC and protection from takeovers.
CLIENT DATA
Encryption and access limits on client files.
RECORDS
Documentation for carriers, insurers and regulators.
QUICK ANSWERS
It depends on your state, size and licenses. We help with the technical controls; confirm requirements with your counsel or state department.
We support the devices, network and logins used with Epic. Applied supports the application.
Yes. We provide the facts about the controls in place.
Yes. We work with small agencies.
Security first
Every managed client gets our layered security stack.
PROTECT YOUR CLIENT DATA
Tell us how many producers and CSRs you have and what systems you use.
Or call 717-516-0600
