IT Services for Insurance Agencies

Whatever your size, you need flexible, dependable and secure IT Services to scale seamlessly as you grow.

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The right IT partner will:

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Invest the time to thoroughly understand your business and industry.

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Have experience and knowledge in agency management software systems including Applied Epic, QQCatalyst, AMS360, Jenesis, InsuredMine, Applied TAM, AgencySmart, Tableau, A.D. Banker, Confluence, Metabase and more.

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Help you comply with Health Insurance Portability and Accountability Act (HIPAA), NAIC, and the Gramm-Leach-Bliley Act (GLBA) regulatory compliance requirements?

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Offer you the latest cybersecurity advancements to reduce your risk.

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Develop a reliable business continuity plan to protect your business against adverse events.

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Deliver 24 x 7 rapid response helpdesk support to ensure maximum work productivity.

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Provide you with a secure, reliable cloud and private data center (private cloud) solution.

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Implement and maintain a dependable wired/wireless infrastructure for maximum performance.

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Furnish engineering services to customize your IT solutions using cost effective and robust technologies.

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Be the one contact that manages all your IT vendors.

We’ve got you covered.

One team + One IT Services plan customized to meet your unique business needs. Read more about our plan here.

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Not yet ready for a plan?

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Try our Insurance Automation Software IT assessment

Contact us via the form below for more info.

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Not sure which IT assessment you need?

Please fill out this form for help. 

How we helped a New England-based insurance agency increase their productivity and remain operational during an adverse event.

MTM Insurance is a multi-location, award-winning insurance agency offering both personal and business insurance options. They’re known for their 100 years of combined insurance knowledge and their commitment to outstanding customer service.

They outgrew their IT vendor’s capacities and needed more IT leadership and support. They were looking for a strategic, experienced IT partner who could help solve chronic technology issues and offer them a reliable disaster recovery solution. We helped them accomplish this.

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What we did:

We conducted an initial assessment of their IT infrastructure and systems to gain an in-depth understanding of their needs and current issues. Then, we designed a custom strategy and technology roadmap with recommendations to ensure that MTM Insurance’s IT aligned well with their business needs and goals. Next, we implemented tools, processes, and policies to help them perform their work more efficiently.

Once we addressed their most pressing issues, we implemented a Business Continuity (BC) solution so they could remain operational during adverse events and internet outages. This included migrating them to the cloud and installing a VoIP telephony solution. These two things combined gave their team members the freedom to work from anywhere at any time. Lastly, we set up redundant internet connections at all their locations to avoid any downtime in case the broadband went down.

After we implemented their BC solution, a series of gas explosions occurred in the Merrimack Valley region, which destroyed properties, caused loss of lives, and led to forced evacuations. Many of MTM's clients were negatively impacted and needed their support to respond and recover from the disaster. MTM was able to seamlessly serve their clients and operate their business during the outages from any location.

Results:

With more strategic guidance and IT improvements, MTM Insurance was able to increase their efficiency, performance, and productivity issues as well as continue to work during adverse events. They could also avoid any internet downtime caused by broadband issues. These changes enabled them to become more competitive and to serve more clients.

“We were able to leverage technology in order to run our business, in the middle of a disaster, thanks to the cloud technology and cloud telephony infrastructure that Cooperative Systems strategically designed for us. Our customers didn’t know the difference. They called in as usual and because of our disaster recovery plan, we were able to help them. They had no clue that we were working from another location. Also, we have redundant internet connections at all locations, and a phone system in place that’s flexible and not dependent on a physical location. We were able to work from anywhere while serving our clients during this stressful time in their personal lives.”

Laurie Mancinelli,
Co-Owner & Certified Insurance Counselor, MTM Insurance Associates

Ready to partner with a team of IT experts to propel your business forward?