Managed IT for offices across Auckland and Hamilton [email protected]
Free IT health check

IT support for insurance brokers

A brokerage holds policy schedules, claims histories and premium money for every client it looks after. We keep the systems that carry that work secure, recoverable and quick to use, at renewal time and when a claim lands.

Get a free IT health checkSee pricing
Office team working at desktop computers
From $69per user per month + GST, prices on the page
No lock-inmonth-to-month plans, 30 days' notice
Onsitetechnicians across Auckland and Hamilton
One teamfor IT, security, internet and phones

IT for insurance brokers

Insurance broking is a records business. Every placement leaves a trail of quotes, proposal forms, disclosure statements, insurer correspondence and file notes, and a broker who gives financial advice has to be able to show why a cover was recommended. When a client rings after a fire or a car crash, the team needs the right policy wording and claim history in front of them within minutes, not after someone has hunted through three shared drives and a former colleague's mailbox.

Brokerages also move money. Premiums often pass through a broker trust account before they reach the insurer, and claim payments can flow back the other way. That makes the business a natural target for invoice fraud and mailbox takeovers, where a criminal watches a renewal conversation and then sends a client new payment details that look entirely routine. Insurers and professional indemnity underwriters now ask brokers detailed questions about multi-factor sign-in, backups and staff training before they will renew cover themselves.

Office IT supports brokerages with three to seventy-five staff, onsite in Auckland and Hamilton and remotely across the rest of New Zealand. We secure Microsoft 365 and the broking system sign-ins, organise client files so they are easy to find and properly permissioned, protect the payment process and back everything up daily. Account managers who spend their days visiting clients get laptops and phones that are managed, encrypted and ready to quote from a car park.

Common IT problems in this industry

Advice records under scrutiny

Brokers licensed as financial advice providers must keep records that show what was advised and why. Notes scattered across inboxes and personal drives make that hard to prove.

Premium payment fraud

A spoofed renewal email with new bank details can divert a client's premium. The loss lands on the client first and on the brokerage's reputation straight after.

Claims data is highly personal

Claims files hold medical reports, police reports and photos of damaged homes. The Privacy Act 2020 expects that kind of information to be tightly controlled.

Insurer portal sprawl

Each insurer has its own portal and login. Shared passwords on sticky notes and accounts that outlive the staff member who created them are common.

Renewal peaks

Large books of business often renew on the same dates. A slow laptop or locked account during a renewal run quickly turns into missed deadlines.

Account managers on the road

Commercial brokers visit sites and client offices. Their devices travel with client data on them and need to be protected if lost or stolen.

What we set up for you

Hardened Microsoft 365

Multi-factor sign-in, conditional access and mailbox auditing make it much harder for anyone to take over a broker's email and watch a renewal unfold.

A shared password manager

Insurer portal logins move into a company password manager with access by role, so a departing staff member's access can be removed in one place.

Structured client and claims files

We organise client folders in SharePoint or your document system with permissions by team, so claims and personal lines staff only see what they work on.

Payment change checks

Email filtering flags lookalike domains and spoofed senders, and we help you write a simple call-back rule for any change to bank or payment details.

Managed mobile devices

Laptops and phones are encrypted and enrolled in device management, so a device left in a taxi can be locked and wiped before anyone opens a policy file.

Daily backups you can restore

Mailboxes, OneDrive, SharePoint and any local server are backed up every day, and restores are tested so an accidentally deleted claim file can come back.

Systems we support

We work with the software and equipment your business already relies on, and with your software vendors when something needs their help.

  • Insurance broking and policy administration systems
  • Insurer quoting and claims portals
  • Microsoft 365, Outlook, Teams and SharePoint
  • Xero or MYOB for brokerage accounts
  • Client relationship management software
  • Electronic signature tools for proposals and authorities
  • Password management for shared portal logins

Start with a free IT health check

A technician reviews your computers, accounts, backups, security and network, then gives you a short written report with the risks ranked and a price to fix them. No charge, no obligation.

Book the health check

Services that fit

Network cables plugged into a firewall in a rack

Cyber security

Practical protection against scams, ransomware and account takeover, set up and kept current.

Cyber security
Team working together on laptops in an office

Email security & deliverability

Phishing filtering, SPF, DKIM and DMARC set up so scams stay out and your own email stops landing in junk.

Email security & deliverability
Technician helping an office worker at her desk

Managed IT

One monthly price per person for support, security, updates and backups. Your outsourced IT team.

Managed IT

IT for insurance brokers: questions

Do you support our broking system?

We look after the devices, network, sign-ins and security that your broking system depends on. If it is hosted by the vendor, we work with their support team when a fault is on their side, and we make sure every user signs in with multi-factor authentication.

How do we keep advice records in one place?

We set up a consistent folder and naming structure, or tighten up your existing document system, so file notes, disclosure statements and correspondence end up against the right client. Your compliance lead decides what must be kept and for how long; we make it secure and searchable.

What can stop premium payment scams?

The strongest control is a business rule: never change payment details on the strength of an email alone. We back that up with filtering for spoofed and lookalike domains, alerts on unusual mailbox rules, and short training so staff recognise the warning signs.

Our PI insurer sent us a cyber questionnaire. Can you help?

Yes. We can answer the technical questions accurately, such as how multi-factor sign-in, backups and endpoint protection are set up, and tell you where there are gaps worth closing before you sign the form.

Can account managers work from client sites securely?

Yes. Managed laptops with encryption, multi-factor sign-in and cloud file access mean they can quote and update records from anywhere with a connection, without copying files to USB sticks or personal devices.

What would a brokerage typically pay?

Most brokerages suit the Managed plan at $119 per user per month plus GST, which covers unlimited remote help, email security and Microsoft 365 backup. Firms that want onsite visits and security training included choose Complete at $169.

Other industries we work with

When IT breaks, work stops.
Let's keep it running.

Start with a free IT health check. We'll show you what is working, what is at risk and what it would cost to fix.

Book a free IT health check