Insurance agency and brokerage IT services

Keep your agency connected to clients and carriers.

A renewal, endorsement or certificate request should not stall because a producer cannot sign in. Hudson MSP supports the devices, accounts and connections behind your agency’s work, with clear handoffs to agency-software vendors and carriers.

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U.S.-based IT supportSecure client communicationsMulti-office and remote-user support

Software we support includes

IT support for your agency management system and daily service work.

Producers, account managers and CSRs move between policy records, carrier portals and client documents. We review those dependencies together so an access issue has a clear owner.

These are examples of the software we support. We also support other industry-specific applications. If you don’t see your system listed, tell us what your team uses.

Applied Epic and Vertafore AMS360

Applied Epic and Vertafore AMS360 are agency management system (AMS) examples. When quoting, renewal or policy-servicing work is interrupted, we can investigate workstation, browser, login and network issues, then coordinate application findings with your AMS vendor.

Carrier portals and policy documents

Your staff may need to move from an AMS record to carrier quoting, policy downloads or billing tools. Applied Epic and AMS360 also include accounting workflows. We help document portal access and support contacts, review approved permissions and troubleshoot scanning or connectivity issues. Coverage decisions, binding authority and insurance accounting stay with your agency and carriers.

We confirm your software versions, hosting setup and vendor support arrangements before agreeing on the IT work. Application configuration and specialist support remain with the appropriate provider unless included in the agreed scope.

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Why insurance agencies choose Hudson MSP

Keep a portal or login issue from becoming a vendor guessing game.

Producers and service teams work across carrier portals, agency applications, email and client documents. Hudson records those dependencies and the people who control them, giving everyday support a clearer path through the agency’s technology.

01

Account support with role context

Access changes are considered alongside the employee’s devices, Microsoft 365 and agency-system responsibilities, with approvals retained by authorized agency leaders.

02

Carrier and software handoffs with ownership

We distinguish the IT work Hudson covers from carrier-controlled portals and vendor-managed applications. Known contacts and documented findings help route the next technical action.

03

Continuity connected to client service

Discovery follows quoting, renewals, policy service and communication. Backup concerns, device replacements and recurring interruptions inform priorities for the systems your staff use to serve clients.

Review Your Agency’s IT Handoffs

What Hudson MSP reviews

An insurance IT assessment should identify how people, documents, portals, devices, and access paths intersect.

The review documents users, Microsoft 365, applications, devices, networks, vendors, information locations, backup coverage, and support responsibilities.

Insurance agency staff working with customer records, phones, and connected office systems
Connected agency technology supports customer records, communications, business applications, and secure daily operations.

Identity and account security

MFA, administrators, inactive accounts, shared access, forwarding, remote users, onboarding, and offboarding.

Microsoft 365 and email

Exchange Online, Teams, SharePoint, OneDrive, permissions, external sharing, retention, and account security.

Agency systems and carrier portals

Agency-management systems, rating tools, carrier portals, claims platforms, benefits systems, and vendor dependencies.

Endpoints and remote work

Laptops, desktops, phones, encryption, patching, endpoint protection, home offices, and device ownership.

Networks and communications

Firewalls, business Wi-Fi, VPNs, internet providers, phones, scanners, printers, and network documentation.

Backup and recovery

Files, cloud data, servers, application dependencies, retention, restore testing, ransomware exposure, and recovery priorities.

Insurance IT services

Eight connected services for users, client communications, applications, security, and continuity.

Hudson MSP can resolve a specific issue or coordinate the broader environment through an ongoing managed IT model.

Managed IT Services

User support, systems oversight, documentation, vendor coordination, patching, and technology planning.

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U.S.-Based IT Support

Assistance for producers, account managers, service teams, executives, remote users, devices, and applications.

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Insurance Cybersecurity

MFA, identity controls, email security, endpoint protection, administrator review, phishing defenses, and risk reduction.

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Secure Remote Work

Managed devices, VPNs, cloud access, endpoint security, remote support, file collaboration, and user standards.

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Backup and Disaster Recovery

Backup coverage, cloud-data risk, retention, restore testing, ransomware readiness, and continuity planning.

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Asset and Device Management

Inventory, ownership, encryption, patching, warranties, assignments, lifecycle, and replacement planning.

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On-Site IT Support

Coordinated hands-on assistance for offices, workstations, scanners, printers, wireless systems, and hardware.

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Related Hudson MSP resources

Managed IT ServicesSupport, oversight, documentation, and planningCybersecurity ServicesIdentity, email, endpoints, access, and risk reductionMicrosoft 365 and CloudEmail, Teams, SharePoint, OneDrive, and permissionsBackup and RecoveryRestore planning, ransomware readiness, and continuityDevice ManagementInventory, encryption, lifecycle, and ownershipIndustries We ServeExplore all Hudson MSP industry solutions

Insurance IT support FAQ

Questions insurance agencies and brokerages ask before choosing an MSP.

Clear answers about agency systems, carrier portals, remote producers, cybersecurity, multi-office support, U.S.-based service, and onboarding.

Can Hudson MSP support agency-management systems and carrier portals?
Hudson MSP can support the devices, identities, Microsoft 365, browsers, networks, connectivity, security, backups, and vendor escalation surrounding insurance applications and carrier portals. Product-specific support depends on the platform and its vendor.
Can Hudson MSP secure remote producers and account managers?
Support can include managed devices, MFA, endpoint protection, encryption, secure access, Microsoft 365 configuration, remote-support procedures, and documented user responsibilities.
Can Hudson MSP improve insurance-agency cybersecurity?
Services can connect identity controls, email security, endpoint protection, remote-access review, backup readiness, network security, documentation, and user-support practices.
Can Hudson MSP support multiple insurance offices?
Yes. The service model can coordinate users, Microsoft 365, devices, networks, vendors, security, backups, documentation, and support procedures across locations.
Can Hudson MSP help with employee onboarding and offboarding?
Yes. Hudson MSP can coordinate Microsoft 365 accounts, permissions, groups, devices, MFA, carrier and application access, forwarding rules, and account removal within the agreed scope.
Does Hudson MSP provide U.S.-based insurance IT support?
Yes. Hudson MSP uses a U.S.-based support model for user assistance, administration, troubleshooting, vendor coordination, documentation, and escalation.
How does an insurance IT assessment begin?
The assessment covers offices, users, Microsoft 365, agency systems, carrier portals, devices, remote work, networks, backups, vendors, security concerns, and recurring support issues.

Request an insurance IT assessment

Start with a structured review of your users, systems, client workflows, risks, and support needs.

Hudson MSP supports businesses in Georgetown and across Austin Metro, North Dallas and San Antonio Metro. We confirm remote support and any on-site work for your locations and agreed scope.

Share enough general information for Hudson MSP to understand your agency, offices, users, Microsoft 365 environment, agency systems, remote employees, devices, networks, backups, vendors, and current concerns.

Secure submission notice: Do not enter Social Security numbers, policyholder records, claim documents, medical information, passwords, carrier credentials, payment information, contracts, or detailed security configurations into this public form. Hudson MSP can arrange an appropriate method for exchanging sensitive information.
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