Insights
IT guides for independent insurance agencies
Applied Epic and AMS360 support, cybersecurity and compliance duties in Texas, backups that actually restore, and the technology side of opening a second location.
Results
Better backups for a Dallas insurance agency: what I set up
An independent agency's data lives in more places than one server. Here is what a proper backup covers, how I set it up for Dallas agencies, and how you know it works.
Insurance agency cybersecurity and compliance in Texas
An independent agency holds more sensitive client data than most businesses its size. Here is what you are expected to protect, what the questionnaires ask, and the safeguards I put in place for agencies in Dallas and across Texas.
IT for an insurance agency opening a second location
A second office should feel like the first one on day one: same phones, same logins, same management system. Here is how I plan and build it for Dallas agencies.
IT support for Applied Epic, AMS360 and agency management systems
Your agency management system is the business. Here is what supporting it actually involves, the problems I fix most often in Dallas agencies, and where my job ends and the software vendor's begins.
Have a question these did not answer?
Ask me directly. If it is a good question I will probably write the article.