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Insurance Agencies

Secure client information, wherever your agents work.

Insurance agencies handle personal and financial client information across carrier portals, agency management systems, email and phones, often with producers working remotely. We secure the accounts and devices that touch that information and make access predictable as people join and leave.

Common challenges

  • Many systems, many logins

    Carrier portals, agency management systems and Microsoft 365 each hold client data.

  • Remote producers

    Agents and producers work from the road and from home, on a mix of devices.

  • Email-based fraud

    Business email compromise and payment fraud frequently target agencies.

How we help.

  • MFA and Conditional Access across Microsoft 365
  • Device management for company and personal devices
  • Email security configuration and account-compromise prevention
  • Role-based access with clean offboarding
  • Ongoing support for staff

Next step

Let's talk about your IT.

Tell us how your company works today. We'll tell you honestly what we'd change, what we'd leave alone, and whether we're the right fit.