Industries
Financial & Insurance
We protect your clients’ financial information and keep your team responsive to the people you serve.
Why it matters
What needs a plan
Client account and policy information moves through email every day.
Carriers, partners, and examiners ask how your controls work, and the answers have to match the live systems.
The Safeguards Rule expects controls that run every day, along with the written program.
What’s included
What we run
ALCON DTS runs the identity, email, devices, and backups behind your firm, and we carry FTC Safeguards Rule and GLBA work for advisors and insurance firms in the same relationship.
Only the right people reach client information
We set least-privilege admin roles on every account that can reach it, configure Conditional Access in your Microsoft 365 tenant, and offer MFA as an add-on on any plan.
Payment fraud gets harder to pull off
We run email authentication, filtering, and forwarding watch to cut the risk of business email compromise.
Devices stay current and recoverable
We keep them updated, protected, and encrypted, with tested backup and recovery.
Your program has evidence behind it
We keep access reviews, incident handling, and written procedures current, and Secure IT adds vCISO support for the person who oversees your program.
Carrier, partner, and SOC 2 requests get accurate answers
We draft the technical answers from the live environment for your review.
Next step
You keep the decisions. We run the controls.
Tell us what your carriers and clients are asking for, and we will map the controls that answer it.
