IT for insurance agencies and brokers
Protect policyholder data and pass carrier audits.
Managed IT and cybersecurity for independent agencies, brokers, and insurance service firms that handle sensitive client data every day and answer to carriers, regulators, and state requirements.
- Agency systems support
- NYDFS + state rules
- Wire fraud defense
The challenge
Carriers and regulators expect more every year.
Agencies hold personal, financial, and health information, and cyber requirements keep tightening.
Sensitive client information
Applications, claims, and policies contain the data criminals want most.
Carrier and state requirements
Carriers and state insurance data security laws expect documented security programs.
Email and payment fraud
Business email compromise targets premium payments and claim disbursements.
How WEBIT helps
Security and documentation your carriers recognize.
We align your environment to NIST, support your agency management system, and keep the evidence ready for carrier questionnaires and audits.
- Agency management system support (Applied, Vertafore, and more)
- MFA, encryption, and secure client file exchange
- Email security and payment verification controls
- Written information security program support
- Quarterly security scorecards for leadership
Frameworks and requirements
Insurance frameworks
- NIST CSF
- NAIC Model Law
- NYDFS Part 500
- GLBA
We implement and document the technical safeguards. Your compliance lead and counsel keep final say.
Agency systems we support
We support the tools your agency runs on.
Producers and CSRs live in a handful of systems all day. When one of them stalls, quotes and renewals stall with it. We keep them fast, secure, and connected.
Agency management systems
Applied Epic, Vertafore AMS360, HawkSoft, EZLynx, and other agency platforms. We manage access, integrations, and the workstations your producers and CSRs depend on.
Carrier portals and raters
Dozens of carrier logins, comparative raters, and e-signature tools. We keep browsers, certificates, and multifactor sign-in working so quoting never stops.
Phones and remote work
VoIP, call recording, and secure remote access for producers working from home, from a client site, or on the road.
Compliance and cyber insurance
Security your carriers and regulators expect.
Federal privacy rules under the Gramm-Leach-Bliley Act, the data security laws many states have adopted, and your own carrier contracts all expect agencies to protect customer information. We build the controls and the documentation together.
Written security program
We help you write, implement, and maintain an information security program: risk assessment, access rules, vendor oversight, and an incident response plan your team has actually practiced.
Cyber insurance applications
Multifactor sign-in, endpoint detection and response, tested backups, and security training are standard questions on cyber applications. We put them in place and hand you the answers and evidence at renewal.
Wire and payment fraud
Email security, sender verification, and callback procedures that stop fake premium payments and wire-change requests before money moves.
Switching IT providers
How we take over IT for an insurance agency.
We support agencies in Naperville, Wheaton, Oak Brook, Schaumburg, and across the Chicago suburbs, onsite and remote. The transition is planned around renewal season and done after hours.
Week 1: Discovery
We document every user, workstation, license, carrier login process, and vendor, and collect what your current provider has, without slowing down producers.
Weeks 2 to 4: Stabilize
We patch, secure, and back up everything, turn on 24/7 monitoring, and close the gaps that would show up on a carrier audit or cyber application.
Ongoing: Plan ahead
Regular reviews with your named Client Success Manager, a hardware refresh plan, and an IT budget you can see a year in advance.
Questions, answered
Insurance IT FAQ
Not seeing your question? Talk to an owner. You can also explore our managed IT and cybersecurity services.
Do you support agency management systems?
Yes. We support the infrastructure and devices behind platforms such as Applied Epic and Vertafore, and coordinate with vendors.
Can you help with state insurance data security laws?
We implement and document the technical controls these laws require, including risk assessments, MFA, encryption, and incident response.
How do you prevent premium and claim payment fraud?
Advanced email filtering, impersonation detection, MFA, training, and out-of-band verification for any payment change.
Do you provide onsite IT support for insurance agencies in the Chicago suburbs?
Yes. We support agencies in Naperville, Oak Brook, Schaumburg, and across the Chicago suburbs. Most issues are fixed remotely, and as-needed onsite visits are included in every managed agreement.
Can you help us answer carrier security questionnaires and cyber insurance applications?
Yes. We put the controls carriers and insurers ask about in place, including multifactor sign-in, endpoint detection and response, tested backups, and security training, and we give you the answers and evidence for each question.
Can our producers work securely from home or on the road?
Yes. We set up secure remote access, multifactor sign-in, and managed laptops and phones, so producers can quote and service clients from anywhere without exposing client data.
Two new clients per month. Maximum.
Protect your clients and your carrier relationships.
Every conversation starts with an honest look at where you are today. No pressure, no pitch deck, and no obligation.
Support line: 630-523-0220 | Main: 630-870-1088