Client: A $20M+ Middle-Market Insurance Brokerage.
Issue: Viewing technology as a competitive advantage, this insurance brokerage had invested significantly in cutting-edge agency management systems,
high-end disaster recovery solutions, e-Document systems and highly interactive
web portals. While the technology was providing a clear return-on-investment in the form of increased customer
retention and client growth, management was becoming increasingly concerned that the organization lacked an
appropriate information security strategy to deal with the reality that their firm's most critical information was now
always available throughout the corporate network and the internet.