Managed IT Services for Insurance Agencies & Brokerages
Protect client data, improve communication, and streamline operations with secure, compliant IT support tailored for today’s insurance professionals.
IT Services Tailored For Insurance Agencies & Brokerages
Agency Management Software Support
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We support and maintain popular systems like Applied Epic, AMS360, HawkSoft, and EZLynx — keeping your quoting, policy management, and CRM tools running smoothly.
Cybersecurity & Compliance Protection
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Secure sensitive client data with layered cybersecurity aligned to FTC Safeguards Rule and state data protection laws — including MFA, firewalls, encryption, and endpoint protection.
Cloud Hosting & Remote
Access
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Enable secure work-from-home or multi-location access to agency software, shared files, and client records — with strong authentication and audit logging.
VoIP Phone Systems & Auto Attendants
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Streamline inbound calls with professional greetings, call routing, voicemail-to-email, and call queues — all configured for insurance workflows and CSRs.
Automated Backup & Disaster Recovery
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Protect policy documents and client records with encrypted backups and rapid recovery solutions that keep your agency running after outages or data loss.
Secure Email, Calendars &
Team Collaboration
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Keep your staff connected with secure email, shared calendars, and cloud collaboration tools — including Microsoft 365 and Google Workspace.
Workstation & Printer Management
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Ensure fast, reliable performance at each desk with proactive support for computers, printers, scanners, and dual-monitor setups commonly used in agencies.
Vendor & Licensing
Support
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Let us manage software licenses, renewals, and vendor communications for policy platforms, quoting tools, and other essential services.
Frequently Asked Questions
Can you support our insurance agency software?
Yes — we work with Applied Epic, AMS360, HawkSoft, EZLynx, and others. We handle updates, vendor support, and help your team resolve day-to-day software issues.
How do you keep our client data secure?
We implement multi-layered cybersecurity, including firewalls, email filtering, MFA, encrypted backups, and controls that meet FTC Safeguards Rule and state privacy requirements.
Can our agents work securely from home?
Absolutely. We set up secure remote access to your agency software and files, with strong authentication and device controls to protect client data.
What if our system crashes or data is lost?
We provide daily backups with fast recovery options to restore your files and systems after accidental deletion, hardware failure, or ransomware.
Do you offer VoIP phones for agencies?
Yes — our VoIP systems include call queues, auto-attendants, and voicemail-to-email, designed to improve client communication and internal call handling.
Do you coordinate with our software vendors for updates or issues?
We support common agency setups, including printers, scanners, and multi-monitor desks — ensuring your team can stay efficient throughout the day.