Industries We Serve · Insurance Brokerages

Technology for Brokerages That Move Fast and Hold Sensitive Data

Brokerages run on client PII and move fast on quotes, a tempting target. We keep systems quick and connected, lock the inbox against fraud, and apply the controls that keep client data defensible.

Start with a 15-minute conversation. You'll be talking with a senior TTC principal, not a salesperson. If we’re not the right fit, we’ll tell you.

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Insurance Brokerages / MANAGED

SYSTEM AVAILABILITY · 30D 0.00%

Uptime & Access OK

Email / Microsoft 365 DELIVERED

Phones / VoIP CONNECTED

Backups & Recovery TESTED

Security & Access Control MONITORED

USA HELP DESK AVG ANSWER 19s

WHAT WE HEAR FROM Insurance Brokerages

The Problems That Actually Keep Agency Principals Up at Night

These are the concerns we hear most from the agencies we talk to.

1

A breach of the client data you're trusted with.

You hold Social Security numbers, financial details, and for some lines, health information. A breach can mean notification, regulatory exposure, and a book of business that loses trust. We lock that data down and keep proof it held.

2

The email that reroutes a payment.

Spoofed messages, a “carrier” changing remittance details, a “client” redirecting a refund, are aimed straight at agencies. One convincing fake can move premium to a thief. We harden email against business email compromise so your team isn’t the last line of defense.

3

Quotes lost to systems that fight each other.

When your management system, email, and carrier portals don’t talk, your team re-keys the same data and quotes slower than the agency down the street. We connect the stack so speed becomes your advantage, not your bottleneck.

4

Downtime in the middle of renewals.

A system outage during renewal season means you can’t quote, bind, or service, and clients notice immediately. We monitor proactively and recover fast so the busy stretch doesn’t become a lost one.

5

“We can't access any policies.”

Ransomware locks your management system and client records at once. Tested backups, segmentation, and a documented recovery plan are the difference between restoring quietly and explaining an outage to every client and carrier.

6

A data-security rule you didn't know applied to you.

More states now require licensed agencies to maintain a written information security program under the NAIC model and similar laws. “We didn’t know” isn’t a defense. We put the controls in place and keep the documentation that proves it.

7

Producers in the field, data everywhere.

Your producers work from cars, client sites, and home. If secure access is clunky, they route around it, personal email, unmanaged devices, and that’s where data leaks. Secure should also be frictionless.

8

Thirty carrier portals, thirty passwords.

Every producer juggles a wall of carrier logins, and password reuse is how one phished credential becomes an agency-wide incident. One secure sign-on puts every portal behind a single protected identity.

9

The claim call that comes at midnight.

A client with water in their living room doesn’t wait for office hours. The phone system’s AI screens after-hours calls, routes the routine to voicemail, and escalates a real emergency until it reaches a person.

Our SOlutions

Every One of Those Problems Maps to Something We Manage.

We don't sell you a product and walk away. We take ownership of the outcome across three service lines, and most of our clients touch all three over the life of an engagement.

Managed Services

Your Systems: Secure and Always Available

The foundation: proactive monitoring, a senior U.S.-based help desk, and enterprise-grade security a national carrier would run, at a fraction of the cost.

Cybersecurity & client-data protection MFA, encryption, managed access, and 24/7 SOC monitoring

Email & payment-fraud defense Filtering and impersonation protection against spoofed messages

Ransomware protection & recovery Backups and segmentation, tested, not assumed

Backup & recovery Microsoft 365, servers, and cloud, tested restores

Physical security where you need it Access control and cameras for sensitive rooms

Specialized practices: Cybersecurity · Compliance (data-security laws) · Cloud & Cloud Migration · Backup & Disaster Recovery · Physical Security · vCIO / Technology Roadmap

MANAGED VoIP

Producers Reachable, Clients Answered

When a client calls about a claim or a quote, a dropped line costs you the relationship. We run a modern cloud phone system with routing, recording, and continuity.

The latest calling features AI receptionists, transcription, recording, and more

Reliable call routing Calls reach the right producer, logged to the account

Answer from anywhere Field producers and office staff, one number

Continuity through outages The line stays open when the office drops

Built around your tools Runs inside Microsoft Teams, or a full PBX

Connected to your workflow Voicemail-to-email into the systems you run

Managed AI

The Repetitive Work, Off Your Team's Plate

Once the foundation is solid, agencies gain hours back. We automate the manual handoffs and put AI on renewal prep, always with a licensed producer reviewing every output.

Renewal prep & data entry, automated Submissions assembled from your own data, not retyped

Certificate & document generation First-pass COIs and forms for your team to issue

Systems that finally connect Management system, carrier portals, and Microsoft 365

Renewal & service tracking Shared and monitored, so nothing falls through

Knowledge agents for routine questions New staff ramp faster; producers interrupted less

Custom builds when no tool fits Purpose-built agents for how your agency works

Specialized practices: Workflows · System Connectors · Custom Agents

Tired of replacing aging desktops every few years? Ask us about fully managed cloud workstations. Your team signs in from any device, we handle the security and the upkeep, and you trade the periodic hardware refresh for one predictable monthly cost, operating expense instead of capital expense.

Flexibility

We Meet Your Agency Where It Already Is

We start by understanding your environment, then deliver the right solution, not a forced migration.

The Tools You Already Know and Use

We support, connect, and optimize the platforms your agency already runs on, so your team keeps working the way they know, just without the friction.

Applied Epic

AMS360

EZLynx

HawkSoft

NowCerts

QQCatalyst

Vertafore

Carrier portals

DocuSign

Microsoft 365

Managed AI, When the Tool Doesn't Exist Yet

Some problems don’t have an off-the-shelf answer. When that’s the case, our Managed AI practice builds one: custom workflows, connectors between systems that were never meant to talk, and purpose-built agents tailored to how your agency actually works.

Custom Workflows

System Connectors

Purpose-Built Agents

WHY AGENCIES TRUST US

Over Two Decades Serving Insurance Agencies

Longevity matters. We’ve done this a long time and seen the technology and security problems brokerages hit from every angle. So we configure for them from day one, not after a fraud attempt or a breach finds them.

SUPPORT TEAM / USA-BASED

ONLINE

The people who answer when your firm calls.

SE Systems EngineeringOn call · USA ONLINE

NS Network & SecurityOn call · USA ONLINE

HD Help DeskOn call · USA ONLINE

BR Backup & RecoveryOn call · USA ONLINE

Issues owned end-to-end Never outsourced overseas

Longevity Matters

0

Years Serving Businesses

Average Years

0+

Tech Team's Experience

Customer Retention

~ 0%

Over 10 Years

Average Hold Time

0sec

to reach support

Did You Know

A Few Things Most Agencies Get Wrong About Their Technology

Real answers from the people who actually solve these problems.

A man with short hair and glasses is looking directly at the camera, wearing a gray shirt against a plain white background.

"An agency our size is too small for hackers to target."

Here's the reality

Agencies are targeted precisely because of the client data they hold and the payments they handle. Smaller agencies often run lighter defenses, which makes them easier, not safer.

"Insurance data isn’t regulated like banking."

Here's the reality

It increasingly is. The NAIC Insurance Data Security Model Law and similar state rules require licensed agencies to maintain a written security program. The practical requirements are real, and “we didn’t know” isn’t a defense.

"AI will start making coverage decisions we can’t stand behind."

Here's the reality

Not the way we deploy it. AI handles operations, renewal prep, data entry, document generation from your own data, with a licensed producer reviewing every output. It never gives coverage advice, and we configure it so it can’t.

"For an agency, good IT means fast fixes when things break."

Here's the reality

Fast fixes matter, but the best IT support means things break far less often, and not in the middle of renewals. Proactive monitoring resolves most issues before anyone at the agency notices.

"My producers will never put up with multi-factor logins."

Here's the reality

They’re right to resent the version they’ve seen. Done properly, modern sign-in is a single tap that gets a producer to the file faster, not slower. The friction isn’t the security, it’s security set up by someone who never thought about the person using it.

"Our management system is in the cloud, so we’re protected."

Here's the reality

Cloud software protects against hardware failure. It doesn’t protect against a compromised login, an accidental deletion, or a departed employee who still has access. Resilience comes from how it’s configured, secured, and backed up.

"We’d spot a fake email at our agency."

Here's the reality

Business email compromise is engineered to look exactly like a real carrier or client message, often after the attacker has watched your inbox for weeks. Spotting it can’t be the only defense; technical controls have to catch what a busy human won’t.

Client Wins

What This Looks Like in a Real Agency

We’re not going to name names. But these are the kinds of outcomes we deliver.

The Quotes That Stopped Taking All Day

Problem

Producers re-entered the same client details across the management system, email, and multiple carrier portals. Slow, error-prone, and a drag on every quote.

Solution

We connected the systems and automated the repetitive data entry, so information flowed instead of being retyped.

Outcome

Quote turnaround dropped sharply, errors fell, and producers spent their time selling instead of typing.

The Payment Fraud That Got Stopped

Problem

A spoofed email impersonating a carrier tried to change remittance details during a busy week.

Solution

Hardened email defenses flagged the impersonation and a verification step caught it before anyone acted.

Outcome

No funds moved, and the agency tightened the same protections across the whole team.

Frequently Asked Questions

Questions We Hear From Insurance Agencies

Switching providers should not introduce chaos. Our process is built to maintain stability while improving visibility into your technology environment.

Let's Talk

Let’s Find the Gaps Before They Cost You a Client, or a Fine

Talk to an expert for 15 minutes. We’ll look at how your agency handles access, client-data security, email and payment-fraud defense, data-security compliance, and the manual work eating your team’s time today. If there’s a better way to set things up, we’ll show you exactly what it looks like. Or see everything one TTC managed plan covers first.

Talk to an Expert15-Minute IT Support Review

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