Industries
IT for independent insurance agencies
Agency management systems, carrier portals and E&O exposure when data goes missing. We have supported businesses like yours since 2005, and we know where the trouble starts.
What breaks, and when
The agency management system is the business. When it is slow, every quote is slow; when it is down, nobody can bind. Most agencies run it on a server that was sized for half the current staff, or on a hosted version nobody has tested restoring.
Carrier portals each want their own login, their own browser quirks and their own multi-factor method. Staff end up with passwords on sticky notes, which is exactly what your E&O carrier's questionnaire asks about.
Acquisitions. Independent agencies grow by buying other agencies, and every one comes with its own systems, its own email domain and years of policy history that an underwriter may one day need.
Remote producers. The agency has an office, but half the book is written from kitchens and cars. Home offices set up in a hurry are the weakest link in the agency's security.
What we do differently
We have merged agencies. Three businesses, three accounting systems and nineteen years of records into one, after three other IT companies could not produce a plan. We know which data has to migrate and which can be archived readable, and we know the calendar is set by renewals, not by IT.
We treat the E&O and cyber insurance questionnaire as a project rather than a form. Multi-factor everywhere, backups with tested restores, and documentation that lets you answer yes honestly.
And we set up home offices properly, on managed devices, so a producer working from home is as secure as one at a desk in the office.
What clients in independent insurance agencies say
"Matt Wilson is the best! He is so knowledgeable, kind, and the best assistance when running into any issues. He's always willing to go above and beyond to ensure that our office needs are met. Today I had an issue he hadn't run into before, and without hesitation he figured out how to address the problem, and in less than five minutes had a solution. So grateful to have him on our team!"
Lillian, insurance brokerageMeet Matt Gold Star survey"Outstanding as always. Prompt, knowledgeable, and consistently exceeding expectations."
Senada, insurance brokerageMore from the survey wall Gold Star survey"Kristen was great and walked me through the process on how to set up my home office for the first time. Made the process really easy."
Leah, insurance agencyMeet Kristen Gold Star survey"Kristen is always great. Friendly, efficient and patient!"
Vicky, Reese InsuranceMeet KristenA backup that has never been restored is a hope, not a plan. Ask for the date of the last tested restore.
What to actually test TechnologyMulti-factor on email but not on the remote gateway is a locked front door with the back door open. Do all of them.
Multi-factor everywhereCompliance, insurance and audits
Cyber and E&O carriers now ask specific questions: multi-factor on email and remote access, endpoint detection, tested backups, a written incident plan, security awareness training. Answering no can raise the premium or void a claim. We build each of those controls, keep the evidence, and fill in the questionnaire with you at renewal. For agencies handling health or financial data, we align the setup to the state privacy rules and the carrier contracts that require it.
Your first sixty days with us
Inventory every carrier portal, login and shared password, and move the agency onto a password manager with multi-factor in the first two weeks.
Test a restore of the agency management system and document the recovery time.
Bring every remote producer's device under management, or replace it.
Software we already know
Not on the list? Ask. We have probably seen it.
Stories from this kind of work
Questions we get asked
We are buying another agency. When should we call you?
Before the letter of intent is signed, if you can. The IT and data questions affect the price and the timeline, and they are much cheaper to answer early.
Our E&O renewal asks about cybersecurity. Can you help?
Yes. We will fill in the questionnaire with you, and where the honest answer is no, we will tell you what it takes to make it yes.
Can producers work from home securely?
Yes, on a device we manage, with multi-factor and the same protections as the office. Not on a family laptop, and we will say so.
- A technician who knows your setup takes every request. Not a dispatcher, not a queue.
- Every closed ticket is surveyed and a partner reads every response.
- 99.5% of surveys come back positive.
- Family-owned since 2005. 21 years in the same corner of Wisconsin, not going anywhere.
"Matt Wilson is the best! He is so knowledgeable, kind, and the best assistance when running into any issues. He's always willing to go above and beyond to ensure that our office needs are met. Today I had an issue he hadn't run into before, and without hesitation he figured out how to address the problem, and in less than five minutes had a solution. So grateful to have him on our team!"
Lillian, insurance brokerageIn independent insurance agencies?
Talk to a partner who has already seen your software.
Talk to a partnerTalk to a partner, not a sales script.
Tell us what is going on. A partner will call you back the same business day, look at what you have, and tell you honestly whether we are the right fit. No pricing pressure, no pitch deck.