If your insurance agency only talks to your IT provider once a year—usually when it’s time to renew the contract—you’re flying blind.
Technology isn’t “set it and forget it.” Especially not in a compliance-heavy, data-sensitive industry like insurance.
Cyber threats evolve. Regulations tighten. System demands increase. That’s why every Salt Lake insurance agency should be having quarterly IT check-ins—no fluff, no jargon, just smart questions that protect your clients and your bottom line.
Here are the 7 essential questions to ask your IT provider every quarter:
- Are There Any Cybersecurity Vulnerabilities in Our Insurance Systems Right Now?
Let’s not dance around it: Are you protected today?
Ask your IT team:
- Are antivirus, anti-malware, and firewalls up to date?
- Has there been any suspicious activity, phishing attempts, or access issues?
- Are all our systems—including CRM and AMS—patched and monitored?
Salt Lake insurance agencies handle sensitive client data. If there’s a hole in your defenses, you need to know now—not after an attack.
- Are Our Data Backups Working—and Have They Been Tested?
It’s one thing to have backups. It’s another thing to know they’ll work when disaster hits.
Ask:
- When was the last full backup test and recovery simulation?
- Are we backing up the right data (like client policy records, CRM logs, and email archives)?
- Is our data stored securely in the cloud and encrypted?
For insurance firms, data loss isn’t just inconvenient—it’s a compliance nightmare. Backups must be bulletproof.
- Are Our Staff Following Cybersecurity Best Practices?
Even in the most secure agency, one careless click can lead to disaster.
Ask your IT provider:
- Are staff members showing risky digital behavior?
- Do we need a refresher on phishing prevention or password policies?
- Are we enforcing multi-factor authentication across all accounts?
Cybersecurity isn’t just tech—it’s training. A good IT partner helps your team stay sharp.
- Is Our Network Slowing Us Down?
Lagging systems, dropped connections, and app timeouts hurt productivity—and client trust.
Ask:
- Are there recurring slowdowns or connection issues?
- Is our network setup still right for our agency’s size and remote workforce?
- Can we optimize bandwidth or hardware for better uptime?
If your CRM crawls during client calls, or emails take forever to send, you’re not just annoyed—you’re losing business.
- Are We Still Compliant With Insurance Industry Regulations?
If you’re in the insurance business, compliance isn’t optional. It’s critical.
Ask:
- Are we aligned with SOC 2, HIPAA, GLBA, or local Utah data laws?
- Have there been recent changes in state or industry regulations?
- Do we need updates to our policy, software, or workflows?
An audit failure could cost your agency thousands. A solid IT partner keeps you ahead of compliance headaches.
- What Should We Budget for Next Quarter?
Predictable costs beat surprise invoices every time.
Ask your provider:
- Are there expiring software licenses or upcoming renewals?
- Is any hardware approaching end-of-life?
- Are there proactive upgrades we should plan for?
An MSP who helps you plan ahead is one who respects your budget—and your sanity.
- Are We Falling Behind on Technology or Cybersecurity Trends?
Insurance tech is evolving fast. If your agency isn’t keeping up, clients will notice.
Ask:
- Are there tools or processes competitors are using that we’re missing?
- Are we covered against the latest cybersecurity threats?
- What new technologies could make our agency more efficient or secure?
A great IT provider doesn’t just respond to problems—they help your business grow stronger.
If You’re Not Having These Conversations, That’s a Red Flag
If your current IT support team isn’t meeting with you quarterly—or can’t answer these questions confidently—you’re not getting the protection, insight, or strategic guidance your agency needs.
Your clients depend on you. Your agency depends on technology. And your technology needs to be proactive, not reactive.
🔍 Ready for Real Answers? Get a FREE Security & Network Assessment
We specialize in Managed IT Services for insurance advisors in Salt Lake City—with a focus on cybersecurity, compliance, and growth.
Book a FREE 15-minute Discovery Call or Network Assessment today and get a clear picture of:
- Your agency’s current security risks
- Your compliance status
- How to future-proof your systems without the stress
👉 Click here to schedule now.
Because peace of mind shouldn’t be optional. And neither should proactive IT.
