Insurance
Brokerage and carrier systems we already support, run with the same IT and security practice.
Who it is for
When Epic, AMS360, or Guidewire cannot go down.
Brokerages and carriers that need Applied Epic, Vertafore AMS360, or Guidewire kept running, with identity, backup, and a help desk in the same B.C. firm.
What is included
- Applied Epic and Vertafore AMS360 for brokerages
- Guidewire for policy, billing, and claims
- The five managed practices from Langley
- Security as the landing zone, including after a join
Features and benefits
How this part of the practice runs.
Systems we support
We support Applied Epic and Vertafore AMS360 for brokerage and agency operations.
Also in this sector
We support Guidewire for carriers running policy, billing, and claims on that platform.
Five practices
Managed IT, AI, security, integration, and engineering from the Langley office.
Security as the runtime
Identity, backup, MFA, and CyberSecure Canada controls still apply, including for line-of-business apps.
Case study
Insurance brokerage.
Six Fraser Valley locations and 145 users, modernized for Applied Epic, Microsoft 365, and a security stack that was not in place when the work started.
The client
A leading insurance broker firm in B.C., Canada.
Like many firms that grow by acquisition, the brokerage had a mix of IT that was never designed to work as one secure estate. In March 2020 it needed to modernize: move from a legacy brokerage platform to Applied Epic in the cloud, fix an email system that could not support that move, and replace a thin security posture.
Challenge
What was in the way.
- The internal IT technician left before the previous solution was fully deployed.
- Applied Epic could not be implemented in the environment as it stood.
- Email ran on a privately hosted third-party server, incompatible with Epic and inadequate for the business.
- There was no EDR, managed firewall, multifactor authentication, patch management, or VPN. Internal security practice had to mature.
What we did
The work, in the same order we tell both studies.
Assessment
A full end-to-end review across all six locations. Root causes were identified and a road map set before the build.
Brokerage platform
Migration to the Applied Epic cloud system so the line-of-business platform could actually run.
Cybersecurity
SentinelOne endpoint detection and response with 24/7 SOC support, DNS Filter, patch management (Microsoft, third-party, and line-of-business), Fortinet firewalls configured and managed, and multifactor authentication.
Microsoft 365
User email migrated from the privately hosted server to Microsoft 365.
File services
Distributed File System (DFS) so files could be managed across locations.
Support agreement
A comprehensive agreement covering user support as well as the infrastructure and security work, with regular communication and a security-centric operating rhythm.
What changed
Facts from the study. Nothing added.
- Applied Epic, Microsoft 365, and a layered security stack run as one managed estate across six locations.
- The brokerage has remained a client for more than three years (as of the study) and can keep leadership on insurance.
- Further work such as pen-testing, simulated phishing, or SIEM is discussed as opportunity.
Related: Microsoft 365 · Managed Security · Insurance · Full case study
Questions
Who is the client?
A leading insurance broker firm in B.C., Canada. Independently owned, with six Fraser Valley locations. The legal name is withheld on this page.
Why Applied Epic?
The brokerage was moving from a legacy Applied platform to Applied Epic in the cloud. The previous environment and privately hosted email could not support that move. EC migrated both Epic and email.
Was this a one-time project?
No. The study describes a comprehensive support agreement and a client relationship of more than three years.
Proof
The systems on this page are platforms EC supports for Insurance.
Related: Industries · Insurance case study · Managed IT · Managed Security · Book an assessment
Questions
Does EC only serve Insurance?
No. This is one of ten industry pages. EC is a managed-IT firm with five practices: IT, AI, security, integration, and engineering.
Do you have a branch for this sector?
No. Headquarters is Langley, B.C. Clients in this sector may be in any city in British Columbia, Alberta, or Ontario.
How do I start a conversation?
Book an assessment on Contact, email hello@ecmanagedit.com, or call (604) 888-7904, Monday–Friday 8:30 a.m.–5:00 p.m.
Next step
Talk about Insurance systems you already run.
Call (604) 888-7904 or send an assessment request. Office hours are Monday–Friday 8:30 a.m.–5:00 p.m.; Saturday–Sunday closed.