IT & Cybersecurity for Insurance Agencies & Brokerages

Protect client data. Stop payment fraud. Prove you can recover.

NTS helps insurance organizations secure Microsoft 365, control producer and CSR access, monitor firewalls and endpoints, and prove recoverability — whether we run IT for you or reinforce the team you already have. The goal is simple: prevent payment and premium redirection fraud, satisfy E&O and carrier expectations, and keep selling.

Reduce the risk that a single compromised mailbox changes where money goes. Clarify which producers, CSRs, and partners can reach client and policy data. Prove that systems you manage can be restored within timeframes that matter to the business

Schedule an IT Risk Assessment Talk with an Engineer

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Your guide for insurance IT risk

One partner focused on the systems that touch premiums and policyholders.

We don’t replace your AMS or carrier portals. Instead, we secure the surrounding environment — email, identities, endpoints, and networks — so it’s much harder for attackers or mistakes to turn a compromised account into a payment, E&O, or reputational event

Email compromise is now an insurance business risk, not just an IT issue.

Attackers don’t just want your data — they want to quietly change one payment instruction, one funding email, one binder confirmation. If that happens inside a producer’s mailbox or a CSR shared inbox, that’s not just IT’s problem anymore. That’s E&O exposure, carrier relationship damage, and client trust on the line.

Ownership shouldn’t be guessing whether old accounts are still active, whether vendors and marketing partners can see more than they should, or whether a backup will actually restore client and policy data when it counts. You should be able to say, “We’ve secured the environment around our insurance operations, and here’s the evidence leadership, carriers, and E&O counsel have seen.”

Operational Snapshot

  • Playbooks for mailbox takeover, payment reroute attempts, and impersonation of producers.
  • Offboarding workflows for former CSRs, producers, and external marketing partners.
  • Documented backup and restore testing for systems you manage that support client service and binding.
  • Optional 24/7 SOC Coverage.
  • Payment / Premium Fraud Defense.
  • Producer & CSR Access Control.
  • Continuity & E&O Protection.

Common Insurance IT Risks

  • Mailbox takeover used to redirect premium payments or falsify binder confirmations.
  • Producers or CSRs leaving, but their access to client files and carrier portals still active.
  • Shared inboxes and shared drives with no real audit trail.
  • No tested recovery plan if ransomware hits client files, submissions, or policy documents you manage.

NTS helps agencies turn vague IT risk into a clear, defensible plan.

We work with agencies, brokerages, and MGAs that carry real accountability for premium flow, binding, and client data. Your AMS and carrier portals support the insurance business. NTS focuses on the users, devices, and networks you control that connect everything.

Our role is to translate technical controls into plain language, procedures, and evidence that make sense to owners, operations leaders, and insurers — so everyone can see that your environment is being actively managed and improved.

Our team of Senior Engineers

Why organizations choose NTS:

  • Security-first managed and co-managed IT built around producer and CSR workflows.
  • Optional in-house SOC for 24/7 monitoring, triage, and escalation.
  • Playbooks for mailbox takeover, payment reroute attempts, and impersonation.
  • Quarterly access and continuity checks for systems your organization manages.
  • Evidence you can share with ownership, carriers, and E&O counsel.

About Us

A simple plan you can explain in one slide to ownership.

You don’t have to rebuild everything at once. We start where you are, stabilize the environment around client service and premium flow, and then build a program you can stand behind.

1.
Assess where IT risk meets revenue and liability

We document where you’re exposed today: Microsoft 365 posture, inbox compromise and payment reroute risk, producer and CSR access and offboarding, backup and recovery posture for systems you manage, and who is actually watching alerts. You get a plain-language risk map prioritized by revenue, liability, and client trust.

2.
Stabilize & strengthen

We implement (or help your team implement) the controls that protect your book: MFA and Conditional Access, phishing defense, disciplined onboarding/offboarding, DLP and sensitivity labels for policy docs and payment instructions, verified backups with timed restore tests for systems you own, and incident playbooks focused on mailbox takeover and payment fraud.

3.
Operate & prove

We either stay in and run those controls for you, or co-manage them with internal IT and leadership. That can include centralized log review, vulnerability scanning, SOC/SIEM correlation, quarterly access and continuity reviews, and reporting backed by evidence your ownership, carriers, and E&O counsel can actually use

Start with an Insurance IT Risk & Compliance Assessment

What NTS secures around your insurance platforms.

Your AMS and carrier portals are supported by their vendors. NTS focuses on the environment you manage — email, identities, endpoints, networks, and supporting services — where most fraud and incidents begin.

Microsoft 365 Hardening for Insurance Workflows

Secure Outlook, Teams, and shared storage so producers and CSRs can work accounts quickly without opening the door to payment redirection fraud or silent inbox takeover

  • MFA and Conditional Access tuned for producers, CSRs, and leadership.
  • Safe Links and Safe Attachments to block credential theft and invoice tampering.
  • Targeted phishing defense and fraud awareness for account service teams.
  • Retention and audit logging aligned to carrier and E&O expectations.

Continuity & Recovery for Client Service

Help you keep quoting, binding, servicing, and renewing — even when something breaks. Recovery plans are built around active revenue and client obligations, not just “the server is back up.”

  • Monitoring of sign-in activity, endpoints, and core systems (with optional SOC coverage).
  • Backup validation and timed restore tests for systems you manage that store client and policy data.
  • Incident playbooks for mailbox takeover, payment reroute attempts, and ransomware.
  • Patching and baseline enforcement across producer/CSR workstations and shared systems.

Access & Client Data Control

Put structure around who can access client files, carrier portals, policy documents, and shared inboxes — and keep those permissions current as producers and CSRs come and go.

  • Structured onboarding/offboarding for producers, CSRs, vendor partners, and marketing support.
  • Quarterly access reviews tied to book of business and line of authority.
  • DLP and sensitivity labels on policy docs, renewal terms, and payment instructions.
  • Guidance for secure sharing with carriers and clients.

Governance, Monitoring & Optional SOC

When leadership, carriers, or E&O counsel ask for proof, you shouldn’t have to scramble. We help you maintain current evidence with the option to add full SOC coverage.

  • Centralized evidence: access reviews, restore tests, key policies, and training records.
  • Log collection and review across firewalls, endpoints, identity, and shared mailboxes.
  • Optional 24/7 SOC for correlation, enrichment, and escalation.
  • Executive reporting that ties IT risk to revenue protection and E&O exposure.

What life looks like with — and without — a clear IT partner for your agency.

With NTS as your guide

  • You reduce the odds that a single compromised inbox or device leads to a major loss or incident.
  • Ownership can see that access and continuity for systems you manage are under control.
  • Carriers and E&O insurers receive clear, organized evidence of readiness and response.
  • Your team has playbooks for inbox takeover, payment reroute attempts, and ransomware.
  • You spend more time serving clients and growing the book, less time chasing alerts

If nothing changes

  • Payment instructions or binder confirmations can be changed quietly from compromised accounts.
  • Former users and partners may retain access longer than anyone realizes. Backups for systems you own may fail when you finally need them.
  • Each carrier questionnaire, renewal, or incident becomes a scramble for documentation.
  • A single event can damage client confidence and strain carrier relationships.

Prefer a quick call?

Talk directly with an engineer about your environment, clinical systems, and what absolutely cannot go down.

Main Office

229-226-2110

What you’ll walk away with

  • A plain-language view of current security and continuity risk.
  • A prioritized list of improvements with realistic timelines.
  • Guidance you can share with leadership, compliance, or insurance.
  • Next steps your team can actually execute.
  • Options for ongoing support — managed, co-managed, or project-based.

We’d love the chance to speak with you to show you how we can drastically relieve the stress that stems form your network’s security and streamline your processes to be ready for anything.