Positioned for Digital Platform Growth

Cyber Security and Compliance
IT Support
Process Development

The Problem

Our private equity client needed to build out a solid foundation for 15 new insurance products from the ground up. We were initially brought in as an outsourced Chief Technology Officer to help our client vet the technologies needed to build an organization from daily operations and technology perspective for them to use to conduct business.

The Solution

  • Identified and led the implementation of a third-party technology platform
  • Positioned their internal team to grow their programs with Microsoft O365, giving them the digital platform, collaboration tools, and security needed to focus on their mission
  • Conducted compliance audits to make sure they were protected as a company
  • Standardized IT processes for new hires and training
  • Conducted new hire and ongoing cyber security training
  • Built automation to streamline and automate intake of insurance applications into underwriting platform

The Results

  • Client has a scalable model to deploy new hardware and software to new hires
  • Client is in compliant with Cyber Security industry standards and insurance requirements
  • New automated process allowed client to increase insurance application volume without affecting personnel needs
  • Process in place to handle all IT concerns for maximum user productivity


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