Adrianne R. | Account Management
Melinda S. | Accounting & Billing
David S. | President & CEO
Aunerray C. | Customer Service
Heather B. | Marketing

We are committed to and make the necessary investments to do things right. As your partner in providing extraordinary insurance programs and administrative services, we are an extension of you and we take the trust you place in us very seriously. This means we take all necessary measures to continuously assure our products and services comply with all regulatory requirements and to assure the integrity and security of our data and systems.

  • Fully licensed in all states - TPA, agency and individual agent licensing
  • Annual SSAE SOC 1 Type 2 audit of all processes and controls applicable to customer’s financial data and reporting, supporting information technology, as well as controls over logical access, physical access, program change management, back-up and recovery and media protection.
  • Data center hosted by SunGard at state-of-the-art facility delivering quality, consistency, business continuity and supporting regulatory compliance by using SOC I Type II audit standards Facilities audited to SSAE 16 Type II and certified to the ISO 20000-1 standard
  • Regulatory compliant structure and procedures
    • HIPAA, HITECH and privacy training
    • Gramm-Leach-Bliley (GLB)
    • Office of Foreign Assets Control (OFAC)
    • PIPEDA (Canada Regulation)
  • Multiple, independent on-site Insurance Company audits each year
  • Data transfers are FTP with PGP encryption, FTPS, SFTP or HTTPS
  • Business Continuity Plan
  • Information Security Awareness Policy