IT Support for Insurance Brokers

Insurance brokers handle sensitive client and policy data every day, and the FCA expects you to be able to demonstrate how it's protected. Most small brokerages don't have a dedicated IT or compliance specialist, so this responsibility falls to a director already stretched across the rest of the business.

We provide managed IT support for insurance brokers with 1 to 50 staff. That means Microsoft 365 configured with the controls the FCA looks for: sensitivity labels on client and policy documents, data loss prevention policies that prevent sensitive information being emailed to the wrong recipient, Conditional Access that blocks sign-ins from unrecognised devices or locations, and audit logging that gives you a clear record when it's needed.

Client data protection sits at the centre of everything we configure. Devices are encrypted and enrolled in Intune, MFA is enforced on every account, and access controls limit who can see what based on role. When someone leaves the firm, their access is revoked the same day, not weeks later.

Email security is a common weak spot for brokers, given how much sensitive correspondence moves by email. We configure SPF, DKIM, and DMARC to prevent your domain being spoofed, along with anti-phishing policies in Microsoft Defender that catch malicious emails before they reach your team.

Our AI automation services help brokers reduce the admin that slows down policy placement and claims handling. We build workflows for automated renewal reminders, policy document generation, claims status updates to clients, and quote follow-up sequences. These connect to your existing policy management and CRM systems rather than replacing them.

Based in London, we support insurance brokers across the city and the wider UK remotely, with under 30-minute response times and month-to-month contracts, so you're never locked into a provider that isn't delivering.