IT Support Built for Insurance Agencies

Insurance agencies face overlapping requirements. State insurance regulators increasingly require cybersecurity programs (Washington's Insurance Data Security Act aligns with the NAIC model). Carrier partners impose security standards as conditions of appointment. E&O insurance carriers require documented cybersecurity controls for coverage. PCI-DSS applies if you process premium payments. We implement a unified compliance framework that satisfies all of these requirements simultaneously.

Remote agents need access to policyholder data, carrier portals, and agency management systems from home offices and client locations. We deploy encrypted connections on all remote devices, implement mobile device management that protects agency data without controlling personal content, require multi-factor authentication for all remote access, and ensure that policyholder data cannot be stored on personal devices or shared through unsecured channels.

We support all major AMS platforms used in the independent agency channel: Applied Epic, HawkSoft, AMS360 (Vertafore), QQCatalyst, EZLynx, NowCerts, and others. We handle server and database optimization, carrier download configuration, comparative rater integration, backup and disaster recovery, and performance tuning so your AMS responds instantly even during peak quoting periods.

Policyholder data includes health information (for health and life insurance), financial details, property information, driver records, and claims history. We encrypt this data at rest and in transit, implement role-based access controls so staff only see data relevant to their responsibilities, maintain audit logs of all data access, and ensure secure disposal when retention periods expire. Data protection extends to every device and location where agents access policyholder information.

Yes. Carrier partners increasingly conduct security audits or require completion of security questionnaires as conditions of appointment. We maintain the documentation that demonstrates your agency's security posture, assist with questionnaire completion, support remediation of any findings, and implement the controls that auditors expect to see. Our clients pass carrier audits consistently.

E&O carriers now commonly require documented cybersecurity programs including multi-factor authentication, endpoint protection, email security, data encryption, backup and disaster recovery, incident response plans, and employee security training. We implement all of these controls as part of our standard service and produce the documentation your E&O underwriter requires. Agencies with documented security programs typically see lower E&O premiums.

Insurance agents typically access their AMS, multiple carrier portals, comparative raters, and business applications daily — each with separate credentials. We implement single sign-on (SSO) where supported, password managers for systems that do not support SSO, and streamlined authentication workflows that reduce the time agents spend logging in while maintaining security through multi-factor authentication.