Managed IT That Protects Insurance Agencies & Brokers

Keep client data secure and stay compliant with proactive managed IT solutions built specifically for insurance agencies and brokerages. Focus on serving policyholders while we handle your technology.

When Your Technology Fails, Client Trust Is on the Line

Insurance agencies are built on trust—your clients rely on you to protect their sensitive information. But IT problems keep getting in the way. Cyberattacks, compliance gaps, and CRM downtime cost you client confidence, regulatory penalties, and revenue. When your technology isn’t secure and reliable, your entire agency is at risk.

Costly Downtime: Every minute your CRM or policy management systems are down, you can’t serve clients, process claims, or access critical policyholder data.

Security Risks: Ransomware, phishing attacks, and data breaches can expose sensitive client financial and policy information, destroying your reputation overnight.

Compliance Pressure: PCI, SOC2, and insurance regulatory requirements demand constant vigilance—one gap can result in audits, fines, and loss of carrier appointments.

You’ve got enough on your plate. IT shouldn’t be another headache to manage.

insurance managed IT services

Meet Xobee: Your Trusted IT Partner for Insurance

With 30 years of experience supporting more than 3,000 businesses, Xobee helps insurance agencies and brokerages run smarter with reliable, scalable, and proactive managed IT solutions designed for the unique regulatory and security demands of the insurance industry.

Data Security & Compliance

Protect financial and policy data while meeting PCI, SOC2, and insurance regulatory requirements.

CRM & Policy Management Uptime

Keep Applied Epic, AMS360, Vertafore, and other critical systems running reliably without interruption.

Cybersecurity Against Ransomware

Prevent breaches and phishing attacks with multi-layered security designed for insurance firms.

Backup & Disaster Recovery

Protect against lost client records and ensure rapid recovery with automated backup solutions.

VoIP for Multi-Office Agencies

Seamless, secure communication systems across all agency locations and remote staff.

Cloud Hosting

Secure cloud access for remote teams and distributed agency networks.

Getting Started Is Simple

1. Schedule Your Free IT Assessment

We’ll evaluate your current systems, identify compliance gaps, and assess security vulnerabilities specific to insurance agencies.

2. Get a Customized Plan That Fits Your Agency

Receive a tailored managed IT strategy designed specifically for insurance brokers—meeting regulatory requirements and protecting client data.

3. Enjoy Hassle-Free IT Support That Scales with You

From renewal season to agency expansion, your IT works proactively in the background so you can focus on policyholders.

Technology You Can Trust, So You Can Focus on Your Clients

Xobee doesn’t wait around for issues to pop up—our team of experts actively works behind the scenes to prevent problems from occurring. With 24/7 monitoring, predictive AI-driven threat detection, and proactive patching, Xobee identifies and neutralizes problems before they impact your operations or put client data at risk.

Don’t Risk Your Agency to Inadequate IT Support

With Xobee, You Will AVOID:

Worrying if your client financial and policy data is secure from ransomware and breaches

Having to track down your IT provider for responses during critical renewal periods

Risking regulatory penalties from compliance gaps in your IT systems

Missing out on the latest insurance technology and security innovations

Feeling helpless against potential IT, AI, and cybersecurity threats

Worrying about whether your multi-branch systems are compliant and secure

The Xobee Assurance Promise

With Xobee, You Will Have:

A reliable, proactive partner who understands insurance industry regulations

More uptime, fewer headaches—especially during renewal season

Enterprise-grade security and compliance aligned with PCI and SOC2

A real person who answers promptly when you call

Managed IT support that scales as your agency grows

Secure, Compliant IT for Insurance Professionals

We empower insurance agencies with technology solutions that protect client data and ensure regulatory compliance:

24/7 Proactive Monitoring & Rapid Response Support

We catch threats and issues before they impact your agency

Managed IT for Insurance Systems

Full support for Applied Epic, AMS360, Vertafore, and agency management systems

Cybersecurity & Compliance Support

Multi-layered protection meeting PCI and SOC2 standards

Backup & Recovery for Client Records

Secure, encrypted protection of policyholder data with rapid recovery

CRM & Policy Management Support

Optimize and secure your critical agency software

VoIP & Cloud Hosting Solutions

Unified communication and data access across all locations

Trusted by Insurance Agencies

“Xobee delivers results!”

Simone Ince

Peninsula West

Trust & Authority

Trusted by 3,000+ businesses in California and across the US

30 years helping insurance agencies with technology

HIPAA, PCI, and SOC2-aligned services

Certified partners with industry-leading technology brands

Insurance IT FAQ

What IT services do insurance agencies need most?

Secure data storage, compliance-ready IT systems, CRM and policy management uptime, encrypted communication (VoIP), automated backups, and cybersecurity protection against ransomware and phishing.

How can managed IT support protect client data?

Through end-to-end encryption for data at rest and in transit, multi-layered cybersecurity defenses, access controls and monitoring, regular security updates, and audit-ready compliance documentation.

What compliance risks do insurance firms face?

PCI compliance failures for payment processing, SOC2 audit gaps, insurance regulatory violations, inadequate data protection policies, and lack of proper documentation for carrier appointments and audits.

How does Xobee support multi-branch insurance agencies?

We provide centralized IT management, unified VoIP communication systems, consistent security policies across all locations, cloud-based data access, and coordinated backup solutions for distributed agency networks.

Can Xobee help with agency management system (AMS) support?

Absolutely. We provide comprehensive support for Applied Epic, AMS360, Vertafore, and other agency management systems—ensuring uptime, data integrity, integrations, and performance optimization.

insurance managed IT services

Protect Client Data. Ensure Compliance. Build Trust.

No obligation consultation with insurance IT experts who understand PCI, SOC2, and insurance regulatory compliance requirements.

Call Us Today!

Contact us today for a free consultation

Please let us know what service(s) you’re interested in and we’ll contact you to setup a consultation call or meeting. If you prefer to speak with a live representative, give us a call at (844) 490-2800.

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