INDUSTRIES
Modern IT Solutions for the Insurance Industry
Secure Policyholder Data • Automate Claims & Underwriting • Stay Ahead of Compliance
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Outdated policy, claims, and underwriting systems that reduce agility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?
> 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
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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Clients
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Team Members
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CSAT Score
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.