IT Services for Insurance Agencies & Brokerages
GLBA-compliant managed IT, data security, and agency management system support for independent insurance agencies and brokerages throughout Maryland, Virginia, and Washington DC.
IT Infrastructure Built for Insurance Compliance & Client Trust
Insurance agencies handle some of the most sensitive client data in any industry — Social Security numbers, financial account information, health history, property valuations, and beneficiary details. Federal GLBA requirements and state NAIC Insurance Data Security Model Law regulations impose strict obligations on how this data is protected. A data breach at an insurance agency can trigger regulatory investigations, client notification obligations, and reputational damage that directly impacts agency value and client retention.
GLBA Safeguards Rule Compliance
Written Information Security Program (WISP) documentation, annual risk assessments, and technical controls required by the FTC Safeguards Rule — implemented and maintained by Metro Point IT.
Data Encryption & Access Controls
Encryption of client PII at rest and in transit. Role-based access controls ensuring staff only access the client data necessary for their role. MFA enforced across all systems.
Agency Management System Support
Support for Applied Epic, Vertafore AMS360, HawkSoft, and other major AMS platforms — integration, backup, and Microsoft 365 connectivity.
Email Security & DLP
Advanced email filtering to block phishing and prevent accidental transmission of client SSNs, account numbers, and other sensitive data outside the agency.
NAIC Insurance Data Security Model Law
Over 20 states have adopted the NAIC Insurance Data Security Model Law, which requires insurers and insurance producers to implement comprehensive cybersecurity programs, conduct annual risk assessments, and provide breach notification. Maryland and Virginia both have adopted related data security requirements. Metro Point IT helps insurance agencies meet both federal GLBA and state-specific requirements with a single integrated compliance program.
Frequently Asked Questions — Insurance Firm IT Services
What compliance requirements apply to insurance firms' IT in Maryland and Virginia?
Insurance firms are subject to the FTC Gramm-Leach-Bliley Act (GLBA) Safeguards Rule, which requires a written information security program, annual risk assessments, access controls, encryption, MFA, and vendor oversight. Maryland and Virginia also have state-specific insurance data security regulations aligned with the NAIC Insurance Data Security Model Law. Metro Point IT implements the technical controls required by both federal and state frameworks.
Do you serve independent insurance agencies in the DC metro area?
Yes. We specialize in supporting independent insurance agencies throughout Maryland, Virginia, and DC — including P&C agencies, life/health agencies, and general agencies. Our compliance expertise in GLBA Safeguards Rule and state insurance data security regulations is directly relevant to agencies managing client PII, SSNs, and financial account data.
What does a GLBA-compliant IT program require for an insurance agency?
Key requirements: a designated Information Security Officer, written Information Security Program (WISP), annual risk assessment, access controls with MFA, encryption of client data in transit and at rest, employee security training, vendor management with written agreements, and an incident response plan. Metro Point IT helps insurance agencies implement and document all of these requirements.
How do you protect client PII at insurance agencies?
We implement technical controls including endpoint encryption, email DLP (to prevent accidental transmission of SSNs and financial data), access controls limiting data access to authorized staff, activity logging, and regular vulnerability scanning. We also help agencies develop the data handling policies that support GLBA and NAIC compliance.
Can you support agency management systems like Applied Epic, Vertafore, or HawkSoft?
Yes. We support insurance agency management systems including Applied Epic, Applied CSR24, Vertafore AMS360, HawkSoft, and other major platforms — ensuring they're properly integrated with your Microsoft 365 environment, backed up, and accessible to remote staff.