Secure, compliant IT that protects client data and carrier connections.
Insurance agencies hold a deep well of sensitive client information, from policy and claims detail to Social Security numbers, and they run on systems that have to stay available and connected to carriers all day. IT Solutions Technology Partners gives agencies and brokerages the secure, compliant IT foundation that client trust and carrier relationships depend on. We protect nonpublic personal information, keep your agency management system and carrier connections running, and help you meet the growing set of insurance data-security rules, so your producers can focus on clients instead of technology.
Addressing IT Challenges Agencies Face.
Agencies carry the same data-security obligations
as much larger financial institutions, across a
patchwork of state rules, often with a lean internal team.
We help insurance agencies and brokerages:
Meet Insurance Data-Security Rules:
Build and document the information security program the NAIC Model Law, GLBA, and the FTC Safeguards Rule require, with risk assessments and the controls a state insurance regulator expects.
Stay Ready for the 72-Hour Clock:
Put the monitoring, detection, and incident response in place to notify a state insurance commissioner within the required window after a cybersecurity event.
Protect Client Data:
Reduce the risk of exposing nonpublic personal information with layered cybersecurity, encryption, access controls, and 24/7 threat monitoring.
Keep the Agency Running:
Maintain uptime for your agency management system, carrier portals, email, and phones, so producers and service teams can work without interruption.
Oversee Vendors, Including IT:
Support the third-party oversight insurance rules require, which explicitly includes the vendors that handle client data on your behalf.
Extend a Lean IT Team:
Fill internal gaps with responsive support, endpoint management, and strategic guidance from a designated Strategic Advisor.
Services Designed with Insurance Agencies & Brokerages in Mind
A fully managed IT solution built for the security, compliance, and uptime demands of an insurance agency. ITS covers infrastructure, day-to-day support, cybersecurity, and compliance alignment, so your agency stays secure, connected to carriers, and supported.
Agencies protect client data and answer to state insurance regulators at the same time. ITS combines managed cybersecurity and vCISO services with controls aligned to the NAIC Model Law, GLBA, and the FTC Safeguards Rule, so you can defend client information and demonstrate compliance from one program.
When your agency management system or carrier connection goes down, quoting and servicing stop. ITS keeps the systems your agency runs on available and supported, with a responsive service desk and transparent, predictable pricing.
Moving agency systems and data to the cloud can improve resilience and support remote and hybrid producers, but it has to respect client data and regulator expectations. ITS plans cloud readiness, migration, and management across public, private, and hybrid environments, so your agency stays available and compliant.
Agencies are beginning to use AI for servicing, quoting support, and administrative work, but success takes more than picking the right tools, especially where client data is involved. The ITS AI Governance & Enablement Practice helps you adopt and manage AI securely across your organization while keeping control over risk, privacy, and compliance.
Agencies grow through new producers, new lines of business, acquisitions, and rising regulatory expectations, and technology has to keep pace. As an ITS client, you get a designated Strategic Advisor and fractional CISO (vCISO) guidance to align IT with your goals, manage risk, and plan investments ahead of need.
Migrating to a new agency management system, opening an office, or integrating an acquired book calls for careful project work in a regulated environment. ITS plans and delivers these projects with a client-first process, so the work happens without disrupting producers or compliance.
How Our Managed IT Solutions Support Insurance Agencies & Brokerages
Secure, compliant IT built for the agencies that protect clients.
Insurance Data-Security Compliance
Independent agencies are financial institutions under the law, which means the Gramm-Leach-Bliley Act (GLBA), the FTC Safeguards Rule, and, in most states, the NAIC Insurance Data Security Model Law all apply. As of the NAIC’s August 2025 count, 28 jurisdictions have adopted a version of the Model Law, each requiring a written information security program, risk assessments, vendor oversight, and event reporting to the state insurance commissioner. ITS provides the controls, documentation, and evidence that support those obligations, so a regulator review is less of a scramble.
The 72-Hour Notification Clock
The NAIC Model Law requires an agency to notify its state insurance commissioner of a cybersecurity event within a defined window, typically 72 hours, and the small-agency exemption does not remove that duty. Meeting the deadline depends on knowing quickly that something happened. ITS provides the 24/7 monitoring, detection, and incident response that make prompt notification achievable rather than a scramble.
Protecting Nonpublic Personal Information
Agencies hold nonpublic personal information that clients trust them to protect. ITS reduces that risk with layered defenses, secure access controls, email threat protection, encryption, and 24/7 threat monitoring across the systems where client data lives, from the agency management system to email and file storage.
Uptime for the Agency Technology Stack
An agency runs on its agency management system, carrier portals and connectivity, comparative raters, email, and phones, and downtime in any of them stalls quoting and service. ITS keeps that stack available and performing, with secure hosting, support, and vendor coordination, so producers and service teams keep working.
Right-Sized Support for a Lean Team
Many agencies run lean, without dedicated IT. ITS offers fully managed support for agencies that want to hand off technology, and co-managed support for those with internal staff, backed by a designated Strategic Advisor who aligns technology with the way your agency works.
Vendor Oversight, Including Your IT Provider
Insurance data-security rules require agencies to oversee the vendors that handle client data, and that explicitly includes the IT provider. ITS’s SOC 2 Type II and SSAE 18 Type II attestations give your agency the documented, independent evidence of a service provider’s controls that these rules expect, which makes ITS part of the answer to your vendor-oversight obligation rather than another gap to manage.
ITS is SSAE 18 Type II compliant, the attestation standard an agency’s auditors and regulators use when reviewing a service provider’s controls, which supports your own compliance obligations.
PCI Compliance
ITS secures payment processing and financial data handling with end-to-end encryption, access controls, and proactive monitoring to help prevent fraud and data breaches.
SOC 2 Type II Compliance
Our SOC 2 Type II compliance is an audited assessment of how ITS’s own security, availability, and confidentiality controls operate over time. For an agency subject to vendor-oversight rules, it is exactly the documented, independent evidence a regulator expects you to have on file for a provider that handles client data.
Certified Microsoft Solutions Partner for Modern Work
Recognized by Microsoft for expertise in secure, scalable cloud solutions, ITS helps agencies get the most from Microsoft 365, Azure, and hybrid cloud, from migrations to advanced security and compliance.
Protect Your Clients. Satisfy Your Regulators.
Safeguard client data, keep your agency management system and carrier connections running, and meet the NAIC Model Law, GLBA, and Safeguards Rule obligations, with an IT partner that understands financial services. Let’s build a secure, compliant IT foundation for your agency.
A: ITS provides the controls, documentation, and evidence behind these rules: a supported information security program, risk assessments, vendor oversight, and the monitoring and incident response needed to report a cybersecurity event to a state insurance commissioner within the required window, typically 72 hours. As of the NAIC’s August 2025 count, 28 jurisdictions have adopted a version of the Model Law, so multi-state agencies often face several versions at once.
A: Yes. ITS provides secure hosting, support, and vendor coordination for the systems agencies run on, including agency management systems and carrier connectivity, along with email, file storage, and phones, with a focus on uptime and security. [Flag: agency management platforms such as Applied Epic, Vertafore AMS360, EZLynx, and HawkSoft are the industry’s leading systems, named as context. Please confirm which ITS actually supports, integrates, or hosts before publishing, and curate accordingly.]
A: The NAIC Model Law and the FTC Safeguards Rule require agencies to assess and oversee the vendors that handle client data, and that explicitly includes the IT provider. ITS’s SOC 2 Type II and SSAE 18 Type II attestations give you the documented, independent evidence of a service provider’s controls that regulators expect on file, so ITS helps satisfy your oversight obligation rather than adding to it.
Contact us via the form below or call at 866.742.5487. Whether you need network management, secure cloud hosting, or custom application development, our team is here to help.
