Security that matches what you already insure.
Independent agencies and brokerages with one to several offices, a stack of carrier portals, and policyholder data on every desk.
What matters here
- Alabama and most states have adopted the NAIC insurance data security law, which puts a written security program on agencies, not just carriers.
- Carriers audit your security before they renew your appointment.
- Policyholder data includes everything an identity thief wants.
- Errors-and-omissions exposure includes the email you did not mean to send.
What we set up in the first ninety days
Each item is written in plain words and becomes part of your documentation vault and evidence file.
The security program
- Written program that matches the state law
- Risk assessment, reviewed yearly
- Incident response plan with the regulator’s notification steps
- Vendor and carrier requirements tracked in one list
Access and email
- MFA on email, the agency management system and every carrier portal
- Domain protection and filtering
- Named logins, same-day offboarding
- Secure document exchange for applications and claims
Office systems
- InfraGuard on every workstation and the server
- Encryption on every laptop
- Backups with offline copies, tested
- Phones that route by line of business
Growth
- Lead follow-up and renewal reminders automated
- Reviews requested after every claim closed well
- Multi-office systems that look the same everywhere
- Roadmap reviewed each quarter
Services for this industry, in order
Most start with the first three. The rest come up when the business grows or an audit does.
- Compliance & Cyber Insurance ReadinessThe written program, assessment and incident plan.
- CybersecurityMFA, encryption, email protection, logging.
- Managed ITWorkstations, accounts, agency management software.
- 24/7 Monitoring & Incident ResponseInfraGuard on agency systems.
- Lead Capture & Local Marketing AutomationQuotes, renewals and reviews on autopilot.
- Training & WorkshopsPhishing practice for producers and CSRs.
Where CRM-NG fits
One record per client, vendor and asset.
A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.
Questions we get
Does the state law really apply to a six-person agency?
Most state versions exempt only the very smallest agencies, and carriers apply their own requirements regardless. We will tell you exactly where you stand.
Can you work with our agency management system?
Yes. We manage everything around it and handle the vendor’s support line for you.
What do carriers ask for?
MFA, a written program, an incident plan and proof of training. We keep all four ready.
First call
Start with a security program review. We compare the state law and your carriers’ requirements with what you have, then hand you the written program.