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The everyday IT, plus the one thing nobody else will touch: the broking platform. We install it, patch it, run the server underneath it and handle the vendor relationship, so you are not the person chasing a reference number while a client waits.
Retail brokers placing business across commercial, domestic and speciality lines. Whether you run a server, sit entirely in the cloud, or are somewhere in between.
A new authorised representative is not one account. It is a mailbox, a Teams presence, the broking platform, licences and a compliance record, across half a dozen systems. We automate the whole sequence so it happens the day they start, not the fortnight after.
Offboarding runs the same way in reverse, and leaves a record that stands up when your AFSL licensee or your cyber insurer asks who had access to what and when it was removed.
Agencies carry obligations back to the insurers whose pen they hold, which changes what the IT has to be able to prove. Data handling, access control and reporting are answerable to someone other than your own licensee.
The plan is the same one every client is on: the platform, the compliance evidence and the everyday IT underneath it.
High document volume, sensitive client information and staff who need the same access from a car park as from a desk. The IT problem is less about the office and more about everything that happens away from it.
The plan is the same one every client is on, and it covers every device wherever that device happens to be.
Your current provider keeps the laptops patched and the email working, then stops at JAVLN or Ebix and tells you to log a ticket with the vendor.
The vendor has set a date, the migration has an owner in name only, and everyone is quietly hoping it turns out to be simpler than it looks.
MFA coverage, access reviews, offboarding records. All of it assembled by hand in the week before it is due, by someone whose actual job is something else.
Six platforms, a ticket for each, and the new starter is sitting there on day one with a laptop and no access to anything that matters.
It worked at twelve staff. At forty it is a single point of failure, and that person knows it better than anyone.
Two sets of systems, two ways of working, one deadline, and a broking platform that has to end up with one version of the truth in it.
Your current provider keeps the laptops patched and the email working, then stops at JAVLN or Ebix and tells you to log a ticket with the vendor.
The vendor has set a date, the migration has an owner in name only, and everyone is quietly hoping it turns out to be simpler than it looks.
MFA coverage, access reviews, offboarding records. All of it assembled by hand in the week before it is due, by someone whose actual job is something else.
Six platforms, a ticket for each, and the new starter is sitting there on day one with a laptop and no access to anything that matters.
It worked at twelve staff. At forty it is a single point of failure, and that person knows it better than anyone.
Two sets of systems, two ways of working, one deadline, and a broking platform that has to end up with one version of the truth in it.
