Employee Owned Since 2022 | Serving Chicagoland since 1996Support: 630-523-0220Sales: 630-526-8030Remote support
Insurance whitepapers
Practical, plain-language guides on security, compliance, infrastructure, and strategy for insurance organizations, from the WEBIT team.
Guides for insurance
17 guides written for insurance agencies.
Cybersecurity
Where agencies need MFA, which methods to choose, and how to roll it out
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Cybersecurity
A practical plan for the first hours after a cyber incident at your agency
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Compliance
Track, vet, and monitor the vendors that touch your agency's client data
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Operations
Safer ways to collect and send client documents without slowing service
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Cybersecurity
Reduce the chance of ransomware and recover faster if it strikes
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Operations
Keep CSRs, producers, and managers secure and productive wherever they work
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Cybersecurity
The settings and licenses that protect your agency's email, files, and accounts
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Compliance
Decide what to keep, how long to keep it, and how to destroy it
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Cybersecurity
Build a training program that helps agency staff spot and report threats
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Operations
Choose a phone system and record calls legally, securely, and usefully
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Strategy
Plan the systems, data, and security work behind a merger or acquisition
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Backup
Keep serving clients through outages, disasters, and system failures
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Compliance
A practical overview of the NAIC model law and similar requirements
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Cybersecurity
Protecting premium payments and claim disbursements
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Operations
Keeping Applied, Vertafore, and other platforms fast and secure
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Compliance
Preparing the evidence carriers and E&O underwriters ask for
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Strategy
What principals should ask before signing
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Related reading
These guides cover challenges insurance organizations share with financial services.
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