IT Support for Insurance Agencies
Built for agencies sitting between clients and carriers, holding sensitive information for both sides and needing systems that stay reliably connected to more than one place at once.
Why insurance agency IT is different
An insurance agency holds sensitive personal and financial information for clients while staying connected to multiple carrier portals and quoting systems. A data breach here carries real regulatory exposure under state insurance data security laws, on top of the reputational cost. Agency management software has to stay reliably connected to every carrier you work with, not just your own internal systems.
What we set up for insurance agencies
- Secure handling of client PII and policy data
- Support for agency management software and carrier portal connectivity
- Phishing-resistant email security, since insurance agencies are also a target for wire and payment fraud
- Backup and access controls aligned with state data security requirements
- Uptime monitoring for client-facing quoting tools
Where we work with insurance agencies
Based in NYC, with the same approach extended to Boston, Philadelphia, Tampa, Orlando, Miami, and West Palm Beach. Day to day support runs remotely wherever you are. See how that works in more detail.
Built for Insurance Agencies
Every industry carries different risk. Here’s what we prioritize for insurance agencies specifically.
- Secure handling of client PII and policy data
- Support for agency management software and carrier portal connectivity
- Phishing-resistant email security, since insurance agencies are also a target for wire and payment fraud
- Backup and access controls aligned with state data security requirements
- Uptime monitoring for client-facing quoting tools
Frequently asked questions
Do you help with state insurance data security law compliance?
We set up the technical safeguards, encryption, access controls, and logging that support your compliance obligations. Your agency’s counsel or compliance lead should confirm the specific requirements in your state.
Do you support agency management software?
Yes, along with the carrier portal connections most agencies depend on day to day.
What happens if a carrier portal connection goes down?
We troubleshoot connectivity issues as a priority, since a broken carrier connection can stop quoting and servicing in its tracks.
Do you help with cyber liability considerations?
We can help strengthen the security practices that insurers often ask about for cyber liability coverage. Your broker should confirm what your specific policy requires.