Insurance

Managed IT Services for Insurance Agencies

Reliable IT, cybersecurity and compliance support for independent insurance agencies and brokerages.

Insurance

IT that keeps your agency quoting and servicing

Insurance agencies run on agency management systems, carrier portals, comparative raters, email and phones. When any of them slows down, quotes and renewals wait. Agencies also hold large amounts of personal information, from driver’s license numbers to health and financial details, which makes them attractive targets for cybercriminals.

FinFortify Inc. manages and secures the technology your producers and customer service team rely on, so they can focus on clients and carriers. Everything is covered by our managed IT services for financial firms.

How we help

How we support insurance agencies

Help desk for producers and staff

US-based technicians and 24/7 support plans, so problems do not hold up quotes and service calls.

Phone and VoIP systems

Secure, high-quality business phone systems that keep your agency connected with clients and carriers.

Email security and fraud prevention

Filtering, impersonation protection and training that stop phishing and fraudulent payment requests.

Microsoft 365 and secure file sharing

Encrypted email and organized, permission-controlled file storage for policy documents.

Backup and disaster recovery

Tested backups and recovery plans so your agency keeps serving clients after an outage.

Remote and hybrid work

Device management, encryption and secure remote access for staff working from home.

Compliance

Insurance data security laws and NYDFS Part 500

Many states have adopted the NAIC Insurance Data Security Model Law, which requires licensees to maintain a written information security program, oversee third-party service providers and notify the state insurance commissioner of cybersecurity events, generally within 72 hours. Agencies licensed in New York must also comply with the NYDFS Part 500 cybersecurity regulation, including multi-factor authentication and annual compliance filings, unless they qualify for an exemption.

We implement the required safeguards and keep the documentation ready. Learn more about our IT compliance services.

FAQ

IT for Insurance Agencies: common questions

Do insurance agencies need cybersecurity compliance?

In many states, yes. Laws based on the NAIC Insurance Data Security Model Law and, in New York, the NYDFS Part 500 regulation require an information security program, specific safeguards and incident reporting. Smaller agencies may qualify for limited exemptions, so confirm with your compliance advisor which requirements apply.

Can you support our agency management system?

Yes. We support the devices, network and Microsoft 365 environment your agency management system relies on and work with your software vendor to resolve application issues.

Do you support phone systems for agencies?

Yes. We provide secure, high-quality business phone and VoIP systems with the features agencies need to stay connected with clients and carriers.

Keep your agency quoting, binding and servicing

Request a quote for managed IT built for insurance agencies.