Healthcare & Medical IT | Gradius IT Solutions
Insurance IT

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.

DOI
Regulation Aligned
24/7
SOC Monitoring
<15 min
Avg Response
100%
U.S.-Based Support

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.

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DOI Regulation AlignedAMS Support 24/7 SOCPII Protection U.S.-Based TeamRemote Ready
  • 📋
    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.

NYDFS 23 NYCRR 500
GLBA
SOC 2
NIST CSF
CCPA
PCI DSS

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
24/7
SOC Monitoring
365
Days a Year
<15m
Response SLA
99.9%
Uptime SLA

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.

🛡️
Cybersecurity
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 & phishing protection
  • Endpoint detection & response (EDR)
  • Ransomware detection & isolation
  • Dark web credential monitoring
⚙️
AMS & Platforms
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
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
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
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 & Recovery
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

Free Insurance Agency IT Assessment

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

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