Insurance agencies
Managed IT for the agency, with a login for each person
Producers and CSRs work in Microsoft 365 or Google Workspace. We give each person an account, look after the laptops that hold client documents, and back up the mail and files.
What we hear from agencies
One password for the agency inbox
Everyone knows it, and there is no record of who sent a message.
A lost laptop still has client documents
Applications and policy files are on the device, and nobody can wipe it.
Backups are a guess
Nobody can say whether the mail and the document library can be restored.
What we do for the agency
Named accounts
Every producer and CSR has their own login. Shared mailboxes are for the agency, not a password on a note.
Laptops
We set up work laptops and can wipe one remotely when it is lost.
Backup
Agency mail and document libraries are backed up so a deleted folder can be restored.
Help desk
Someone answers when email or a workstation stops in the middle of a submission.
Microsoft 365 and Google Workspace
We manage the suite you already pay for. You stay on the one you have.
Microsoft 365
Exchange mail, Teams, SharePoint, and OneDrive. We handle users, shared mailboxes, permissions, and the day-to-day questions when something in that environment breaks.
Google Workspace
Gmail, Drive, Meet, and shared drives. We handle users, groups, file ownership, and the day-to-day questions when something in that environment breaks.
Other industries
Request a quote for your agency
Tell us whether you run Microsoft 365 or Google Workspace, and how many producers and staff need access.
Contact Sales