Expert Support for Financial and Insurance Industry Software

Outstanding company! Very attentive to detail. The team works hard to help us achieve our vision for our business.

– Melodye K.  The Rankin Firm LLP

Expert Support for Financial and Insurance Industry Software

To streamline operations, secure transactions, and elevate client service, Brotherly Technology supports an extensive range of industry-specific software solutions. These tools are vital for day-to-day operations, offering everything from client management to robust data analysis and security:

  • HawkSoft: Empower your insurance agency with this management system that optimizes operations and boosts client engagement.
  • AMS360: Enhance agency efficiency with this comprehensive management tool, designed for streamlining insurance workflows.
  • AgencyZoom: Drive growth with this automation platform, perfect for managing leads and engaging potential clients effectively.
  • Applied Epic: Revolutionize your agency with this premier management software, offering a unified platform for managing client relationships, policies, and benefits.
  • Salesforce for Financial Services: Customize client engagement with this powerful CRM, tailored for the financial services sector to deliver personalized experiences.
  • Guidewire: A platform offering a suite of software for insurance companies to underwrite, sell, and process claims more effectively.
  • Vertafore: Provides a range of solutions including agency management, compliance, and risk management tools for insurance agencies.
  • EZLynx: Streamline your insurance agency’s operations with this management system, offering quoting, accounting, and marketing solutions in a single platform.

By integrating these tools into your operational framework, Brotherly Technology ensures your financial or insurance company is equipped to meet the challenges of today’s digital landscape, enhancing efficiency, security, and client satisfaction.


Specialized IT Services for Financial Services Companies

We offer a wide array of IT services that cater specifically to the demands of financial services:

  • FTC CFR Part 314 Safeguards Compliance: Keep your customer information secure and compliant with the latest federal regulations.
  • PCI DSS Compliance: Ensure the security of your payment card transactions with our rigorous compliance solutions.
  • Cybersecurity Solutions: Protect your data with our advanced cybersecurity measures, designed to fend off any threats.
  • Data Protection and Continuity: Maintain your operations with our reliable data backup and recovery strategies.
How does Brotherly Technology ensure compliance with industry regulations like FTC CFR Part 314 and PCI DSS?

Through our compliance management system, integrated with robust cybersecurity measures and data continuity strategies, we ensure your operations meet and exceed the stringent standards set by FTC CFR Part 314 and PCI DSS.

Can you support our specific financial or insurance software needs?

Absolutely. Our support extends to critical industry-specific software such as HawkSoft, AMS360, and AgencyZoom, ensuring these platforms are perfectly tailored to enhance your operational efficiency and security.

What makes Brotherly Technology ideal for financial and insurance companies?

Our unparalleled industry expertise and comprehensive IT solutions make us the go-to partner for financial and insurance companies looking to navigate regulatory complexities and harness technology for business growth.

How can we start with Brotherly Technology?

Initiating our partnership is straightforward. Contact us for a consultation to discuss how our IT solutions can be aligned with your business objectives, paving the way for a secure and prosperous future.


Why Choose Brotherly Technology for Financial and Insurance Companies

Our unique blend of industry-specific knowledge, commitment to compliance and security, and proficiency in essential financial and insurance software sets Brotherly Technology apart as your ideal IT partner. We’re dedicated to your company’s growth, navigating the complexities of technology so you can focus on delivering exceptional service.

Begin Your Transformation Today

With Brotherly Technology, advancing your financial services or insurance company is seamless. Request a consultation to discover tailored IT solutions that align with your strategic goals, ensuring you’re primed for success in the digital age.