BTI | Managed IT Services for Insurance Agencies

Secure, Stable IT for Insurance Providers Who Can’t Afford Downtime.


BTI delivers managed IT and compliance support tailored to the operational demands of modern insurance firms – so your systems are secure, fast, and built to scale with your book of business.

 

About

Why Insurance Firms Choose BTI

Insurance agencies are built on trust – and trust depends on systems that are always available, always secure, and always aligned with compliance requirements.

BTI works with insurance providers to eliminate IT friction, modernize platforms, and prevent the small issues that can lead to regulatory exposure or client dissatisfaction. Whether you’re managing claims, onboarding clients, or dealing with carrier portals, we ensure your tech just works

Flat-rate plans with no surprise fees

Security-first stack for client PII and financial data

Familiarity with common insurance platforms (Applied Epic, AMS360, Vertafore, EZLynx)

Rapid onboarding for new agents, locations, or remote team members

Layered backup + recovery strategy for fast failover

Compliance guidance (GLBA, state regs, cybersecurity insurance audits)

VoIP, secure email, and uptime optimization for client comms

CHALLENGES

Challenges We Help Insurance Firms Overcome

Challenge

BTI Solution

Multiple platforms with poor integration

Stack mapping, vendor mediation, and system stabilization

Client data privacy risks

End-to-end encryption, access control, and compliance-ready backups

Support delays from generalist IT vendors

Dedicated account managers, insurance-savvy support engineers

Remote work friction

Secure remote access, VPN provisioning, endpoint control

Compliance anxiety

Support for internal audits, documentation, and insurer requirements

About

Core Insurance IT Services

Policy Management Platform Support

Encrypted Email & E-Signature Integration

Secure CRM / Lead Gen Stack Setup

Role-Based Access Management

VoIP + Telecom Support (Multi-Office + Mobile Agents)

Multi-Device Data Sync (Desktop, Tablet, Phone)

Insurance Compliance Audit Preparation

SERVICES

The BTI Advantage for Insurance Firms

“When your reputation is on the line, your IT better not be.”

Insurance is a service business, and service fails fast when systems lag, break, or expose data. BTI builds managed IT environments that keep agents connected, client records protected, and compliance tasks off your daily to-do list. We’re not just your IT team – we’re part of your professional toolkit.

Let’s Protect Your Business While You Protect Theirs.

Reach out for a personalized review of your IT and compliance posture.

Schedule a Strategy Call