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Windows 11

Upgrade to Windows 11 to Avoid Security Risks

EOS for Windows 10 means that Microsoft will no longer provide free software updates, technical assistance, or security fixes for this operating system after October 14, 2025. 

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IT Services

Responsive technical services to support your business and drive growth.

Cybersecurity Services

Industry-leading security services to protect your company, data, and employees. 

Professional Services

Leverage our team's deep experience to drive key business outcomes and transform your business.

Productivity

Supercharge your productivity and drive collaboration for employees, clients, and vendors.

Infrastructure

High performance cloud and network solutions to accelerate your business.

Cybersecurity

Industry leading security solutions to protect your company, data, and employees.

Digital Transformation

Embrace the modern cloud workplace and accelerate your business.

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online and in-person events.

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Dive into our growing content library and learn how we partner with clients to achieve success.

Industries

Learn how we partner with clients in key verticals to solve challenges and drive growth.

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INDUSTRIES

Modern IT Solutions for the Insurance Industry

 

Secure Policyholder Data • Automate Claims & Underwriting • Stay Ahead of Compliance

 

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IT Challenges Insurance Firms Face

 

Insurance carriers, brokers, and agencies are under pressure to digitize operations while defending against fraud, meeting regulatory demands, and improving customer experience.

Sourcepass delivers secure, scalable IT and cybersecurity services designed specifically for the insurance industry.

Legacy Systems

Outdated policy, claims, and underwriting systems that reduce agility

Cybersecurity Threats

Growing exposure to phishing, ransomware, and payment fraud

Regulatory Compliance

Strict requirements like GLBA, SOX, and state privacy mandate

Operational Inefficiencies

Manual, disconnected workflows in claims processing and CRM

Team Collaboration

Poor integration across agency, underwriting, and customer service teams

Business Continuity

Inconsistent or nonexistent disaster recovery strategies

IT Solutions Tailored for Insurance Companies

 

 

Our plans include high-impact IT services to provide you with an efficient, cost-effective, and responsive IT experience.

Cybersecurity & Regulatory Compliance

 

>  24/7 SOC monitoring, threat detection, and phishing prevention

>  End-to-end encryption and data loss prevention

>  Risk assessment and compliance alignment (GLBA, SOC, NYDFS, etc.)

>  Staff training to recognize and prevent fraud and cyberattacks

Workflow Automation & System Integration

 

>  Streamline claims, policy servicing, and underwriting processes

>  Integrate CRM, ERP, billing, and core insurance platforms

>  Enable automated document routing, notifications, and e-signatures

Infrastructure Modernization

 

>  Migrate legacy systems to secure, cloud-based platforms

>  Deploy hybrid environments to scale with demand

>  Improve performance and reduce maintenance costs

IT Support & Strategic Consulting

 

>  24/7 help desk support and issue resolution

>  vCIO services for roadmap planning and IT alignment

>  Business continuity and disaster recovery planning

Why Sourcepass for Insurance Agencies?

 

 

CLIENT SUCCESS STORY

The Importance of a Technology Refresh for an Insurance Agency

See how partnering with Sourcepass helped this agency update its technology and infrastructure.

 

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>  Experience with insurance carriers, agencies, and MGAs

>  Experts in GLBA, SOX, and state insurance regulatory compliance

>  Cloud-first architecture for performance, security, and scalability

>  Real-time threat monitoring and rapid incident response

>  Integration and automation specialists for faster claims, quotes, and servicing

>  Personalized support from onboarding through day-to-day operations

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

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2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

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Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

Insights

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Security Awareness Training Industry - Insurance Cybersecurity Data Protection

Cybersecurity for Insurance Providers: Staying Ahead of Fraud

By  Julia Nolan    | 1 July 2025
In the insurance industry, sensitive customer information and large financial transactions make cybersecurity a top priority. Increasingly sophisticated threats exploit ...
Read more  >
Industry - Insurance Security & Compliance

7 IT Risk Management Strategies for Insurance Firms

By  Alex Davis    | 4 June 2025
Insurance firms are under constant pressure to safeguard sensitive client information while maintaining the agility to compete in a rapidly evolving marketplace. From underwriting ...
Read more  >

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Secure your policyholder data, modernize your infrastructure, and streamline operations—all with one partner.