/ Insurance IT support
Managed IT and security support for insurance agencies and brokers, covering client data protection, carrier and agency-system access, Microsoft 365, email security and backups.
For independent insurance agencies, brokerages and small carrier teams with limited internal IT capacity.
Review your IT priorities
/ Direct answer
IT support for an insurance agency keeps producers and account managers working in the agency management system, carrier portals, email and shared files, while protecting client policy and payment information. BPro manages the agreed accounts, devices, Microsoft 365, email security, monitoring and backups, and coordinates faults with your agency-system and carrier support teams. The agency and its advisers decide which regulatory requirements apply.
/ Common situations
New staff need the agency management system, carrier portals, email and shared folders on day one. When someone leaves, access should end the same day across every system, including carrier logins the agency administers. We keep a role-based checklist and record who approved each change.
Premium payments, commission statements and claims correspondence make agencies a target for impersonation. Email security and MFA reduce exposure, but the defence that holds is a verification step outside the email thread. We help set up both and keep a record of the checks.
Carrier agreements, E&O reviews and cyber insurance renewals increasingly ask about MFA, backups, endpoint protection and incident response. We maintain records for the systems we manage so the agency can answer from evidence rather than memory.
/ How we work
Inventory users, devices, the agency management system, carrier portals, rating tools, email and file storage. Record which vendor supports each platform and who at the agency approves access.
Review MFA, administrator access, email security, endpoint protection, patching and backup scope. Agree payment-verification steps with the people who handle client money.
Run onboarding and departure checks, periodic access reviews and representative restore tests. Report open risks and completed work in terms the agency principal can act on.
/ Assessment scope
An insurance IT review works best when it follows one client file through the agency: quoting, binding, servicing and renewal. Record the systems, people and approvals at each step, and separate agency IT from the platforms carriers and software vendors control.
These are scoping examples. The proposal confirms which checks and records are included.
| Area to review | Practical check | Record to inspect |
|---|---|---|
| Agency system and carrier access | Test an approved user's sign-in to the agency management system, rating tools and a carrier portal from a managed device. | An access register showing which accounts the agency administers and which the carrier controls. |
| Client data and email | Review mailbox security, external sharing, MFA coverage and where client documents are stored. | A data-location map with owners and open exceptions. |
| Payment and commission requests | Walk through how a request to change payment details is verified and who can approve it. | A written verification step that staff can follow without IT involvement. |
| Agency data recovery | Restore a representative sample of files and mailboxes and confirm a user can open them. | A test record with recovery time, recovered data and unresolved gaps. |
Carrier systems, agency management software configuration and regulatory interpretation remain with the carriers, software vendors and the agency's advisers. BPro's proposal sets out the business IT, security and records we will deliver.
/ Managed service commitments
24/7
Monitoring & helpdesk
For every managed client.
Documented
Onboarding plan
Timing agreed after discovery.
Written
Response targets
Set by incident priority.
Defined
Escalation path
Contacts and ownership documented.
/ Questions
We support the devices, accounts, network and Microsoft 365 environment the system depends on, and coordinate application faults with the vendor. Configuration of the agency management system itself stays with the vendor or your administrator unless separately agreed.
We start with individual accounts, MFA, role-based access and managed devices, then add email protection, monitoring and tested backups. The agency decides who may access each client record and keeps responsibility for its data protection and regulatory obligations.
Yes, for the systems we manage. We can show how MFA, backups, endpoint protection and patching are configured, and identify gaps to close before renewal. The agency remains responsible for the accuracy of what it submits.
The right mix depends on your systems, internal capacity, and risk. These pages explain the services most often relevant to this industry.
Before choosing a support plan, review our onboarding deliverables and sample service evidence. These show the records to ask for, rather than promising an outcome for your organisation.
Tell us what is working, what is at risk, and which systems your team cannot afford to lose. We will recommend a focused assessment and agree the next step.
Request an IT assessment