For Insurance Agencies
Third-party security built for insurance agencies
Insurance agencies face unique third-party security challenges: AMS sprawl, carrier demands, NAIC requirements, and cyber renewal questions. RiskCheck helps you manage it all.
The challenge
Insurance agencies face unique security pressures
No dedicated security staff
Most agencies don't have a CISO or security analyst. The owner, office manager, or IT person handles security on top of everything else.
Too many vendors to track
Between your AMS, CRM, phone system, document management, and carrier portals, you have dozens of vendors with access to sensitive data.
Growing compliance pressure
Carriers, regulators, and E&O insurers all want to see evidence of security practices. The expectations keep rising.
Industry-specific problems
Security challenges specific to insurance agencies
AMS, CRM, and phone system sprawl
Insurance agencies rely on dozens of vendors: agency management systems, CRMs, VoIP providers, document management, and more. Each one has access to sensitive client data.
Carrier security demands
Carriers increasingly require agencies to demonstrate security controls and third-party oversight. Without a documented process, you're scrambling at renewal time.
NAIC-style requirements
State insurance regulators are adopting NAIC model laws that require agencies to assess and manage third-party cybersecurity risk. Compliance expectations are rising.
Cyber renewal questionnaires
When your own cyber insurance comes up for renewal, carriers ask about your vendor security practices. A documented process makes renewal smoother and can improve terms.
How RiskCheck helps
Built for how insurance agencies actually work
Vendor security assessments
Evaluate the security posture of your AMS provider, CRM vendor, VoIP system, and other critical tools. Know who has access to your client data and how they protect it.
- Standardized security questionnaires
- Risk scoring for each vendor
- Evidence trail for compliance
Carrier compliance documentation
When carriers ask about your third-party security practices, show them a real process—not a scramble. Export evidence that demonstrates ongoing vendor oversight.
- Audit-ready documentation
- Exportable reports for carriers
- Demonstrate proactive security
Cyber insurance renewal prep
Prepare for your own cyber insurance renewal with documented vendor security assessments. Show carriers you take third-party risk seriously.
- Documented vendor oversight
- Evidence of security due diligence
- Smoother renewal process
Book-of-business acquisition review
When acquiring another agency's book of business, understand the security posture of their vendor relationships. Identify risks before they become your problem.
- Security assessment for acquisitions
- Identify vendor-related risks
- Document due diligence
Internal cybersecurity self-assessment
Use RiskCheck to self-assess your own agency's cybersecurity program. The same structured, framework-aligned approach you use for vendors works for your internal security review.
- Evidence for cyber insurance renewals
- Support for carrier security questionnaires
- Documentation for large commercial client expectations
Frequently Asked Questions
Ready to simplify vendor security for your agency?
Join insurance agencies that are building a real third-party security process—without adding headcount or complexity.