Client communication needs uptime
Broker teams rely on email, calendars, phones, and shared documents to serve clients quickly.
Insurance Brokerage IT
Keep client communication and renewal work dependable
Client communication, shared documents, protected accounts, and staff access need a clear daily support path. OnlineV can review business IT, security, cloud collaboration, recovery, and practical automation or AI opportunities within agreed scope.
Industry situations
When technology gets in the way.
Sensitive information needs practical controls
MFA, permissions, device updates, backups, and account access should be reviewed clearly.
Growing offices need consistency
User setup, offboarding, cloud files, and support requests should not depend on ad hoc fixes.
Coverage and boundaries
Clear scope. Clear responsibilities.
What can be included
- Email, renewals, client documents, and shared mailbox workflows
- MFA, account access, device security, and offboarding
- Microsoft 365, SharePoint, OneDrive, and permission cleanup
- Backup and recovery for client and office documents
- Remote users, laptops, phones, and support ownership
- AI opportunities for summaries, reminders, and internal admin workflows
What needs separate agreement
- Insurance advice, regulatory obligations, and brokerage-software functionality remain with your licensed team, qualified advisers, and vendors.
- Coverage hours, response expectations, licensing, projects, and hardware are agreed separately; support does not imply unlimited or 24/7 human availability.
- Remote work can cover supported business systems. Physical work outside Calgary may need a local vendor, with responsibilities agreed in advance.
Practical improvements
Consider the workflow before the tool.
Illustrative opportunities—not client results. Start with internal summaries, reminders, and repeat administrative work. Keep client information out of unapproved public AI tools.
OnlineV helps brokerages assess practical workflow opportunities while keeping client-data boundaries, approved tools, and human review visible. Keep sensitive information in approved tools and arrangements only, with human review. Simpler automation or process cleanup may be preferable to AI.
AI Readiness & TrainingHow a review starts
Start with the work your team depends on.
- 01
Understand the environment
Review shared mailboxes, Microsoft 365, user access, and client document locations.
- 02
Prioritize the needs
Discuss priority and timing: Check MFA, email security, backups, devices, and offboarding.
- 03
Agree responsibilities
Identify repeat admin workflows that could be improved safely. Agree deliverables, vendor handoffs, coverage, and follow-up before work starts.
Choose a support path
Match the engagement to the need.
Managed IT
Ongoing ownership for the users, systems, and recurring support needs above.
Explore serviceCybersecurity
Practical account, device, access, and protection improvements.
Explore serviceMicrosoft 365 Support
Administration, document access, sharing, and collaboration support.
Explore serviceScope depends on your users, systems, vendors, coverage, and priorities. Projects and licensing are quoted separately.
View PricingServices OverviewUseful reading before you start.
Common questions
Before you choose a support path.
Can OnlineV support insurance offices with remote users?
Yes. Many insurance office IT needs involve email, Microsoft 365, remote access, devices, account security, cloud files, and user support.
Can you help with client information security?
OnlineV can help improve practical security controls such as MFA, permissions, backups, devices, and account access. Regulatory obligations should be confirmed with qualified advisors.
What are the specialist support boundaries?
Insurance advice, regulatory obligations, and brokerage-software functionality remain with your licensed team, qualified advisers, and vendors.
How are scope, vendors, and pricing agreed?
Review covered users, devices, systems, support hours, vendor handoffs, and responsibilities before work starts. Projects, hardware, licensing, and subscriptions are priced according to the proposal; specialist application work stays with the appropriate vendor.
What should we bring to the first conversation?
Client communication, shared documents, protected accounts, and staff access need a clear daily support path. Bring the current issue, affected systems, existing vendor contacts, and any access or recovery concerns.
Bring your priorities. We’ll help define the next step.
Start with a free 15-minute conversation about the current issue, systems, and work your team needs to keep moving.