FOR INSURANCE AGENCIES
- Independent agencies
- P&C agencies
- Life and health agencies
Quotes followed up, renewals on time, and policyholder data protected.
AI & automation, managed IT & cybersecurity, and training for insurance agencies, built by a cybersecurity team.
What insurance agencies are up against
Quotes go quiet and renewals sneak up.
- Prospects shop elsewhere while quotes sit.
- Certificate and policy requests interrupt the day.
Carrier portals and client data are targets.
- Stolen logins to carrier and agency systems.
- State insurance data security laws apply in many states.
Producers and CSRs live in email.
- Impersonation and fake carrier emails.
- AI tools and client data need rules.
01 / AUTOMATE · AI & AUTOMATION
How AI & automation works for insurance agencies
Five foundations, each aimed at a place insurance agencies lose time or money. Built by a security team and measured in your own numbers.
WHAT WE CAN DO FOR YOU
Everything we can automate for insurance agencies
Organized by the five foundations. Start with one, add more as it works.
- Quick win: Most businesses start here.Most businesses start here.
- Bigger build: More integration work, usually part of a larger plan.More integration work, usually part of a larger plan.
- Managed partner tool: We set up and manage a specialized, vetted tool under our Secure Build Standard.We set up and manage a specialized, vetted tool under our Secure Build Standard.
WHAT CHANGES FIRST
- GET CUSTOMERS
Every inquiry answered the same day
- SERVE CUSTOMERS
Fewer "where does my application stand?" calls
- GET FOUND
Clear answers people find in search
- RUN THE BUSINESS
No retyping between systems
- GET PAID
Payments arrive on time more often
02 / PROTECT · IT & CYBERSECURITY
How we protect insurance agencies
We protect your agency management system, carrier portal logins, and policyholder data, and help you build the security program your state may require.
Threats we see in insurance agencies
Carrier portal account takeover
Stolen logins used to view policies or change client details.
Business email compromise
Fake emails from clients, carriers, or premium finance companies asking for payment changes.
Ransomware on agency management systems
Locked systems mean no quotes, renewals, or certificates.
Client data shared by unsecured email
Applications and policy documents sent as regular attachments.
What we run for you
What you get every month
- Monthly security summary
- MFA and access review
- Backup status
- Phishing simulation results and training completion
03 / EMPOWER · TRAINING
How we train insurance agencies teams
Practical training for producers and CSRs on the carrier and client impersonation scams they see every week.
For your people's careers: certifications and mentorship through the Cyber6 Academy
Visit the Academy →Rules insurance agencies have to follow, and how we help
State insurance data security laws (many based on the NAIC Insurance Data Security Model Law)
What it asks for: Information security program, risk assessment, incident response, and notification.
How Cyber6 helps: Program, controls, and response support.
ProtectNYDFS Cybersecurity Regulation (23 NYCRR 500), if licensed in New York
What it asks for: Cybersecurity program, MFA, and reporting requirements.
How Cyber6 helps: Controls, documentation, and evidence.
ProtectGramm-Leach-Bliley Act safeguards
What it asks for: Protect client financial information.
How Cyber6 helps: Controls and training.
ProtectEmpower
Requirements depend on your size, location, and situation. We help you work toward them and keep the evidence; we're not your attorney or auditor, and we don't certify compliance.
A day at an insurance agency, with Cyber6 in the background
EXAMPLE
9:00 AMAutomate
A quote from last week has gone quiet.
It gets its third scheduled follow-up, and the prospect binds.
11:20 AMProtect
A CSR gets a link to a fake carrier login page.
The page is blocked before she enters anything.
2:40 PMEmpower
A certificate request comes from an unfamiliar address.
The CSR reports it, the way training showed her.
One partner, so nothing falls between vendors.
Built secure
Every automation is built to our Secure Build Standard and watched by our security team.
WHAT EVERY PLAN INCLUDES
Every plan includes the same support.
- 01
Discovery and baseline
We record your starting numbers before anything changes.
- 02
Build and connect
We connect the tools you already use, built to our Secure Build Standard.
- 03
Testing before launch
Every workflow is tested against real scenarios before customers see it.
- 04
Team training
Your team learns how it works and what to do when something needs a person.
- 05
Monitoring
We watch your automations after launch, not just at setup.
- 06
Monthly results report
Plain-English results against your baseline from Cyber6 Core.
- 07
Changes and improvements
Adjustments as your business changes as part of your plan.
- 08
Documentation and your data
Every workflow is documented, and your data can be exported if you ever leave.
SUPPORT AFTER LAUNCH
A real team behind it.
Who you talk to
A named point of contact who knows your business.
How fast we respond
Standard service levels by priority, with urgent issues answered within minutes during business hours.
What we watch
Failed messages, broken connections, and unusual activity are flagged to our team, and we fix or escalate them.
Start with one pillar or combine them. Combined plans get one point of contact and one report.
Questions from insurance agencies
Yes. We work with the major agency management systems.
It depends on where you're licensed. We'll map it with you and your counsel.
Yes, reminders and document collection, with your approval of every message.
Every plan comes with a clear written agreement and standard service levels. We'll walk through the terms on your discovery call.
It depends on your business and the systems involved. Quick wins go first, and we'll give you a timeline after the discovery call.
It's yours. We export your data and workflow documentation and remove our access.
No. Most businesses start with one foundation and add more as results come in.
Don't see it? Ask.
If a task is repetitive, follows a pattern, and lives in your phones, inbox, calendar, or software, we can likely automate it. If we can't, or shouldn't, we'll tell you.
- It happens often
- It follows a pattern
- It uses tools you already have
Marquis Carroll, Founder & CEO, has 15 years in IT and cybersecurity. He builds every automation the way he'd secure it.