Managed IT for
Insurance Agencies.
Independent insurance agencies handle some of the most sensitive personal information that exists — health data, claims history, financial records, SSNs. Your carriers have cybersecurity requirements. Your clients have expectations. We help you meet both with IT that's built for the way agencies actually work.
Carriers are raising
the bar — fast.
The insurance industry has seen a wave of cybersecurity incidents that has made carriers, wholesalers, and MGAs increasingly serious about the security posture of the agencies they work with. Many are now requiring documented controls as a condition of appointment or renewal.
At the same time, your clients trust you with their most sensitive personal information. A breach affecting client PII — SSNs, claims history, health data, financial records — carries notification obligations, regulatory exposure, and the kind of reputational damage that doesn't repair quickly in a relationship-based business.
The good news: the security controls that satisfy carriers are the same ones that protect your clients. You don't need two different programs — you need one that's properly documented and maintained.
IT and security for
how agencies operate.
Carrier-Ready Documentation
Written security policies covering MFA, access management, backup verification, and incident response — formatted to answer what your carriers, E&O underwriters, and MGAs are asking.
MFA Enforcement
Multi-factor authentication deployed and enforced across all agency systems — AMS, carrier portals, email, and cloud storage. Logged and documented for compliance purposes.
Email Security
Advanced phishing protection, business email compromise detection, and impersonation alerts. Agency email accounts are targeted specifically for carrier portal credential theft.
Backup & Recovery
Automated backup with monthly tested restores. Written documentation of backup procedures and verification results — exactly what carriers and E&O underwriters are asking to see.
Staff Onboarding & Offboarding
Documented access procedures for new hires and departing staff. When a producer leaves, their access to AMS, carrier portals, and client data is revoked immediately and documented.
24/7 Threat Monitoring
Managed endpoint detection and response. Threats are identified and contained automatically — not discovered after a client calls because their policy was changed fraudulently.
Most insurance agencies
start with Better.
AMP IT Better
The Better plan is the right starting point for most independent agencies. It includes backup verification documentation, dark web monitoring for your domain and producer emails, and quarterly business reviews — covering the core questions most carriers ask. Agencies with significant carrier requirements or under active appointments may want the Best plan for full compliance documentation.
- Everything in Essential
- Backup verification & restore testing (monthly, documented)
- Web & DNS content filtering
- Dark web monitoring — agency domain + producer emails
- Proactive maintenance windows
- Quarterly Business Reviews
- MFA enforcement across all systems
- User onboarding & offboarding (documented)
- Upgrade to Best for full compliance documentation + vCIO
Ready to answer your
carriers with confidence?
Book a free IT assessment for your Charlotte insurance agency. We'll review your current environment and show you exactly what carriers are asking for — and how to document it.