Compliant IT for Insurance Agencies & Carriers
Insurance agencies handle sensitive policyholder data and face strict state regulatory requirements. Gradius delivers secure, compliant IT that protects your clients and keeps your agency running at full capacity — every day.
IT Built for the Insurance Industry
From independent agencies to MGAs and carriers, Gradius builds secure, compliant IT environments for insurance professionals — protecting policyholder data, supporting AMS and CRM platforms, and keeping your team productive.
Regulatory Compliance
NYDFS Cybersecurity Regulation, state DOI requirements, and GLBA-aligned IT controls — we handle the compliance so you can focus on policies.
Policyholder Data Protection
24/7 SOC monitoring, endpoint protection, and DLP policies that protect sensitive policyholder PII, financials, and medical information.
AMS & Insurance Platform Support
Expert support for Applied Epic, Vertafore, Hawksoft, AgencyZoom, and other AMS and insurance technology platforms your agency runs on.
Secure Remote & Mobile Access
Zero-trust access solutions that let your producers and CSRs work securely from any device, at the office or on the road.
IT Challenges in Insurance
Complex Regulatory Landscape
NYDFS Cybersecurity Regulation, state DOI requirements, and GLBA each impose specific IT security requirements that must be actively managed.
PII-Rich Environment
Insurance firms hold SSNs, health data, financial records, and driving histories — all highly valuable to cybercriminals and tightly regulated.
Complex AMS Environments
Agency management systems, carrier portals, rating engines, and CRM platforms all require expert IT support and integration management.
Social Engineering Attacks
Insurance producers are frequently targeted by BEC and phishing attacks — both as entry points and as victims of financial fraud.
How Gradius Supports Insurance
Compliance: NYDFS, state DOI, and GLBA-aligned IT controls, policies, and documentation
Security: 24/7 SOC monitoring, email security, and endpoint protection across all agency devices
AMS Support: Expert support for Applied Epic, Vertafore, Hawksoft, AgencyZoom, and carrier portals
PII Protection: Data loss prevention, access controls, and encryption protecting policyholder information
Remote Access: Secure VPN and zero-trust access for producers and CSRs working from anywhere
Continuity: Disaster recovery and business continuity plans ensuring agency operations are never interrupted
Frameworks We Align With
Insurance agencies face a unique combination of federal and state-level cybersecurity requirements. We know them all and keep your agency in compliance.
24/7 Monitoring for Your Agency
Policyholders need help at all hours. Our help desk and SOC are there 24/7 — keeping your agency systems running and policyholder data secure around the clock.
- 24/7 monitoring of AMS, email, and all endpoint devices
- BEC and phishing attack detection and response
- AMS platform uptime and performance monitoring
- Documented incident response with regulatory notification readiness
IT Services for Insurance Agencies
Comprehensive managed IT and cybersecurity built for the insurance industry — keeping your team productive, your data protected, and your regulators satisfied.
Managed Cybersecurity & SOC
24/7 threat monitoring, endpoint protection, and BEC defense built for insurance environments where policyholder PII is always at risk.
- 24/7 U.S.-based SOC monitoring
- BEC & wire fraud protection
- Endpoint detection & response (EDR)
- Ransomware detection & isolation
- Dark web credential monitoring
AMS & Insurance Software
Expert support and integration for your agency management system, carrier portals, rating engines, and CRM platforms.
- Applied Epic & TAM support
- Vertafore AMS360 & Hawksoft
- AgencyZoom & Salesforce FSC
- Carrier portal integration
- Microsoft 365 for Insurance
Compliance as a Service
Ongoing compliance management for NYDFS, state DOI requirements, and GLBA — including documentation, assessments, and staff training.
- NYDFS 23 NYCRR 500 compliance
- Annual risk assessments
- Policy & procedure documentation
- Staff security awareness training
- Regulatory audit support
Managed IT & Help Desk
Proactive infrastructure management and fast helpdesk support keeping your producers, CSRs, and back-office staff productive every day.
- 24/7 NOC & help desk support
- Workstation & device management
- Patch management & updates
- On-site field engineer dispatch
- <15 min average response time
Cloud & Remote Access
Secure cloud environments and remote access solutions for producers and CSRs working from home, client sites, or on the road.
- Secure VPN & zero-trust access
- Microsoft 365 & Azure management
- Virtual desktop environments
- Mobile device management (MDM)
- BYOD policy enforcement
Backup & Disaster Recovery
Encrypted, automated backups of all policyholder records and agency data with rapid recovery and regulatory-compliant retention.
- Encrypted automated backups
- Rapid file and system restoration
- Regulatory-compliant data retention
- Tested disaster recovery plans
- Cloud and offsite storage
Protect Your Agency. Protect Your Policyholders.
Let Gradius handle your IT and compliance so your team can focus on writing policies and serving clients. Start with a free technology assessment — no commitment required.
- NYDFS & DOI aligned
- 100% U.S.-based team
- Results in 30–90 days
