Secure, Professional IT for Insurance Firms

We help brokerages and agencies stay compliant, connected, and protected — with fast support, secure cloud systems, and reliable IT infrastructure tailored to the insurance industry.

Compliance-Ready Infrastructure

From FINTRAC to cyber insurance policies, we configure systems that keep your firm compliant and audit-ready.

Fast Support for Sales & Admin Teams

Your staff needs quick access to files, CRMs, and client data. We keep systems running and issues resolved fast.

Security That Defends Your Reputation

We protect your firm from ransomware, phishing, and client data breaches — with layered, always-on cybersecurity.

Team Planning

Passionate – Dedicated – Professional

Why Insurance Firms Choose Happier IT

We Know the Tech That Brokers Use

From CRMs to quoting portals, we support the software your agents rely on daily — with fast fixes and proactive care.

Cybersecurity That Meets Client & Carrier Expectations

We implement layered security, MFA, and backups — helping you meet cyber insurance requirements and safeguard sensitive PII.

Support That Keeps Up with the Pace of Sales

We understand that downtime costs deals. Our helpdesk is always ready to assist your team — whether it’s login issues or printer outages.

Flexible Support for Remote Teams

Whether your agents are in-office or working from home, we enable secure, reliable access to systems, phones, and documents.

Co-Managed IT for Growing Firms

Already have a tech-savvy staffer or part-time IT? We provide backend support, patching, and cybersecurity — without stepping on toes.

FAQ – Non-Profit IT Services

Yes. We support a wide range of platforms used by insurance agents and brokers — including Applied Systems, Vertafore, Salesforce, and more.

Absolutely. We implement the controls insurers look for: backups, MFA, endpoint protection, logging, and secure email — all documented for audits.

We can work alongside your internal staff or third-party provider with co-managed services — offering monitoring, patching, cybersecurity, and overflow support.

Yes. We secure remote logins, cloud access, and devices — so your team can work securely from anywhere without interruptions.

Yes. We provide layered cybersecurity including endpoint protection, phishing filters, MFA, encrypted backups, and regular monitoring.

Yes. Our support is available 24/7 — ideal for late policy processing, weekend access issues, or emergencies.

Passionate – Dedicated – Professional

The steps we follow to
achieve your goals

We keep our process as simple as possible to provide a painless solution for your team.

Book a Free Consultation

During a short discovery call we will discuss your needs, answer any questions you have and begin developing a plan together.

Work Together to Customize a Plan

We will work together with you to develop, and fine tune, a plan that meets your business, time and budgetary requirements.

Your IT Challenges – Solved.

Our experts will implement the solution for you, enabling you and your team to focus on your other priorities.

Passionate – Dedicated – Professional

We support insurance brokers, MGAs, and agencies across Canada

Whether you’re a small brokerage or a growing agency, we offer tailored IT services that help you serve clients with confidence.

British Columbia

  • Vancouver
  • Kelowna

  • Kamlops

  • & Much More

Alberta

  • Calgary
  • Edmonton
  • Red Deer
  • Other Surrounding Areas

Ontario

  • Toronto
  • Ottawa
  • Mississauga

  • & Remote Clients Provincially

Our IT Services for Non-Profits Include

24/7 Helpdesk & Remote Support

Fast, reliable support for agents and staff — whenever technical issues disrupt your day.

Secure Cloud Hosting (M365, Google, CRMs)

We manage cloud tools and CRMs so your team can collaborate securely and access client data anywhere.

Data Backup & Disaster Recovery

We protect your business from data loss with automated backups and recovery plans that meet compliance standards.

Email & Phishing Protection

Stop phishing emails and spam before they reach inboxes — protecting staff and client data from fraud.

Cybersecurity & Endpoint Monitoring

We monitor all devices and systems for threats — defending your firm against breaches and downtime.

MFA & Identity Access Controls

Secure user access with MFA, password policies, and account monitoring to reduce the risk of unauthorized access.

Device Support (Workstations, Laptops, VoIP)

We maintain all the hardware your agency uses — from laptops and desktops to phones and scanners.

Compliance Support (FINTRAC, PCI, Privacy Acts)

We help you meet data handling, privacy, and anti-money laundering requirements with secure infrastructure and documentation.

Patch Management & Network Monitoring

We keep your systems updated, stable, and protected — reducing vulnerabilities and unexpected disruptions.

Passionate – Dedicated – Professional

Let’s Keep Your Firm Secure, Compliant & Connected

We’ll handle the tech — you focus on building client trust and closing more deals.

Call us for inquiry:

+1 (888) 897-3611

+1 (800) 555 555

Common Tech Challenges We Solve

  • Agents or staff can’t access portals or CRMs when they need to

  • Frequent email threats, spam, or phishing attempts

  • Workstations running slowly or crashing during busy periods

  • Client data stored across devices with no backup or security

  • No clear cyber insurance or compliance strategy

  • Inconsistent support from internal or outsourced IT

  • Remote agents struggling with secure system access