The challenge.
The systems were outdated, and cybersecurity was thin. The agency had industry requirements to meet and needed room to grow.
What our team did.
We modernized the infrastructure with virtualization and cloud services. We added threat detection and multi-factor authentication, put secure storage, encryption, and backup in place, and we monitor the environment around the clock.
The results.
Support tickets dropped 65%, and same-day closures went up 85%. The agency reached full regulatory compliance on an environment that can grow with the business. Our team still supports them today.
Lessons for other insurance agencies.
The agency's environment had grown without a plan. Email, files, and access were harder to manage than the work itself.
Over the first year, we modernized the environment and the cybersecurity around it, and support tickets dropped 65%. Other agencies should check who can still get into their systems, and whether the people selling coverage are also acting as the help desk.
If your agency looks like this: the first 90 days.
Month one: We find where email, files, and access grew without a plan, and who can still get in.
Month two: Threat detection and MFA are on, and secure storage, encryption, and backup are in place.
Month three: We modernize older systems one at a time, with virtualization and cloud services where they fit, and we monitor the environment around the clock.
What we'll tell you about your agency.
Whether your own systems meet the standard you explain to clients every day, and what it would take to get them there.
Frequently asked questions.
- What cybersecurity do insurance agencies need?
- Insurance agencies hold sensitive client data, so they need multi-factor authentication, email security, threat detection, encrypted storage, and tested backups. Many states, including Louisiana, have insurance data security laws that require a written security program. We help agencies put the technical controls in place. Your compliance lead confirms which rules apply.
- How much did support tickets drop for the insurance agency?
- Support tickets dropped 65% in the first year, and same-day closures went up 85%. Fewer tickets meant fewer interruptions for producers and staff. The drop came from modernizing outdated systems and strengthening cybersecurity, so fewer problems happened in the first place, instead of simply fixing them faster.
- Does an insurance agency have to replace all its systems at once to modernize?
- No. We modernized this agency's infrastructure with virtualization and cloud services over the first year, one system at a time. That approach kept the agency running while older systems were replaced. We plan the order with you, so the changes never get in the way of serving clients.
- What does an insurance agency need for a first IT conversation?
- Have the number of producers and staff, the agency management system you use, and the name of whoever holds the admin password today. That's enough to start. In the first month, we find where email, files, and access grew without a plan and who can still get into your systems.
- What should an insurance agency do if client data is exposed?
- Call support at (337) 362-1900 and say it's an active incident. We contain the threat first, then document what happened. Talk to your legal counsel about notification duties, because insurance data security laws often set deadlines for notifying regulators and affected clients after a breach.