You assess risk for a living. The same standard should apply internally
Brokers and agencies hold a remarkable amount of personal and financial information about their clients, and increasingly have to demonstrate to carriers and auditors that it is properly handled.
The real problem
The questionnaire arrives before the controls do
Most agencies first discover the gaps when a carrier, an auditor, or their own cyber insurer sends a questionnaire. The questions are reasonable: is multi factor authentication on everywhere, are backups tested, who has administrative access. The problem is that answering honestly means a project, and the deadline is next week.
How we workWhat it means for you
Putting the controls in place ahead of the questionnaire turns a scramble into a form you can fill in.
What we hear
The pressure points in insurance
Carrier and auditor questionnaires
Security questions with real consequences, arriving with short deadlines.
Client data in a lot of places
Applications, claims, and policy documents spread across email and shared drives.
Many portals, many logins
Carrier systems each with their own credentials and their own habits around password sharing.
Renewal season peaks
Periods where the business cannot absorb downtime or slow systems.
What we put in place
Built for how you actually operate
Not a generic support plan with your industry written on the cover. These are the things that matter in your environment.
Controls that answer the questionnaire
Multi factor authentication, administrative access reviews, tested backups, and the evidence to show all three.
Client data mapped and protected
A clear picture of where policy and claims data lives, with access controls and monitoring around it.
Credential management
A proper password manager and shared access process, so carrier portal logins stop living in spreadsheets.
Continuity through renewals
Recovery planning built around your busiest weeks, not an average week.
Email security
Protection against the impersonation and payment redirection attempts that target client facing staff.
Documented for review
Written records of what is in place, kept current, so the next audit is a document request rather than a project.
What changes
What it looks like once this is running
We start by reviewing what you have now and telling you honestly what would cause problems. No obligation, and no pressure either way.
Talk about your environment- Security questionnaires answered from evidence you already have
- Carrier logins managed properly instead of shared informally
- Downtime planning built around renewal season
- A current, written picture of your controls
Also relevant
Other industries we support
Let us look at your setup
A short call, a clear picture of where you stand, and a straight answer about what is worth fixing first.