Industries / Insurance and mortgage
IT for agencies and lenders who handle other people’s financial lives.
Insurance agencies and mortgage offices collect income records, bank statements and identity documents every day, often through carrier and lender portals with their own login rules. Regulators expect a written security program. We make the everyday IT dependable and the security program real.
Home / Industries / Insurance and Mortgage Offices
What is different
Several rulebooks at once
Mortgage brokers and lenders are generally covered by the FTC Safeguards Rule. Many states have adopted insurance data security laws based on the NAIC model, which require a written information security program and incident notification for licensees. Portals from carriers and lenders add their own requirements for MFA and device security.
We implement the shared core: MFA, encrypted devices, secure document intake instead of email attachments, logging, tested backups and an incident plan. Then we document it in a way your compliance officer and examiners can follow.
What we run
The systems, and how we look after them
| Area | What we do |
|---|---|
| Portals | Browser and device setup for carrier, lender and rating portals, with MFA managed cleanly |
| Document intake | Secure upload links and encrypted storage instead of emailed attachments |
| Phishing and impersonation protection, wire and payment change verification | |
| Written program | Technical safeguards documented for your information security program |
| Producers on the road | Managed laptops and phones with remote wipe |
| Backup | Cloud mailbox and file backups with restore tests |
Recommended plan
Regulated Office
Agencies and mortgage offices usually fit Regulated Office, because a written program and evidence are expected by regulators.
FAQ
Frequently asked questions
Which rules apply to us?
It depends on your license type and state. Mortgage businesses are commonly under the FTC Safeguards Rule; insurance licensees may be under a state insurance data security law. Your compliance officer or counsel should confirm; we build the controls either way.
Can you support producers who work from home or the field?
Yes, with managed laptops and phones, MFA and secure access.
Can you replace emailed documents?
Yes. We set up secure upload and sharing so borrowers and policyholders can send documents safely.
Next step
Book an IT assessment
Tell us how many producers or loan officers and staff you have. We reply within one business day.