Protect client trust and keep your agency moving
Insurance agencies handle personal and financial data in every policy and claim. We secure that data, keep your agency systems running, and help you answer the security questions carriers ask.
Agencies are a prime target for cybercriminals
Your systems hold exactly the information attackers want, and carriers expect you to protect it.
Sensitive data everywhere
Policies, claims, and applications contain personal and financial details that must stay protected in email, files, and agency systems.
Rising security expectations
Carriers, cyber insurers, and state regulators ask detailed questions about your security controls, and vague answers can cost you.
Email-based fraud
Phishing and fake payment requests target agency staff because a single successful email can expose client data or redirect funds.
IT built around how agencies work
Practical protection and support for producers, account managers, and back-office staff.
Managed IT support
Responsive help desk support and proactive maintenance so your agency systems stay available for clients.
IT Help DeskEmail security
Advanced filtering, impersonation protection, and staff awareness to stop phishing and fraudulent payment requests.
Email SecurityCompliance support
Policies, controls, and documentation that help you meet state data security rules and carrier requirements. Scoped and quoted as a separate engagement.
ComplianceEndpoint protection
Around-the-clock threat detection on every computer, with fast isolation if something suspicious appears.
EDR (Endpoint Detection & Response)Backup and recovery
Encrypted, off-site backups of policy and client records with a tested plan to restore them quickly.
Backup & Disaster RecoverySecure cloud access
Agency systems and documents available from the office or on the road, protected by secure sign-in.
Cloud ServicesModern tools for a modern agency
Where cloud and automation make the biggest difference for insurance agencies.
Cloud
- Agency systems and documents available anywhere
- Secure client file sharing
- Retention and backup for policy records
AI & Automation
- Pull key data from policies, claims, and certificates
- Automate renewal reminders and client follow-ups
- Route new submissions to the right person
Help meeting regulatory and carrier requirements
Many states have adopted insurance data security rules based on the NAIC model law, and carriers and cyber insurers increasingly require specific controls. We help you put the right safeguards in place and document them clearly.
Our compliance services- Written information security program support
- Multi-factor authentication and access controls
- Cyber insurance questionnaire preparation
- Incident response planning and documentation
What our clients say
“They stand out by offering upfront pricing without any hidden fees, setting them apart in an industry plagued by surprises.”
“Their rapid response times have been instrumental in maintaining the smooth flow of our operations.”
“This MSP stands out with its proactive problem-solving approach, which has proven to be a true game-changer.”
Frequently asked questions
Can you help with our cyber insurance application?
Yes. We review the security questions on your application, help you put any missing controls in place, and provide documentation so you can answer accurately and with confidence.
Do you work with our agency management system?
Yes. We support the systems your agency already uses, whether they run in the cloud or on a local server, and we coordinate with your software vendors when issues come up.
How do you protect against fraudulent payment requests?
We combine email filtering, impersonation protection, and multi-factor sign-in with simple verification procedures for your staff, so a convincing email alone can't redirect money.
Can our producers work securely from the road?
Yes. We set up secure cloud access and managed devices so producers can reach client files and agency systems safely from anywhere.
Protect your agency and your clients
Schedule a 15-minute call and we'll review where your agency stands and the first steps to strengthen it.