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Insurance & Financial Services
policyPIPEDA Compliant

Protect your clients.
Protect your data.
Protect your E&O.

IT management and cybersecurity for brokerages, MGAs, and carriers — keeping sensitive client data secure, regulators satisfied, and errors-and-omissions exposure minimized.

The challenge

What Insurance organizations
face every day.

These aren't hypothetical risks. They're the recurring pressures that keep technology decisions on the board agenda — and drive businesses to find a better IT partner.

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Regulatory Compliance

Provincial insurance regulators, PIPEDA, and increasingly stringent cyber requirements demand documented security programs, incident response plans, and demonstrable controls — not just annual checkboxes.

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Client Data Security

Insurance brokerages handle some of the most sensitive personal and financial data that exists — medical histories, financial statements, property records. A breach is both an E&O event and a regulatory incident.

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Broker Management Platforms

EPIC, Applied TAM, Vertafore, and other BMS platforms require specialized support, secure remote access for agents, and reliable integration with carrier portals and document management systems.

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Cyber Liability Exposure

Insurance firms face a dual threat: managing clients' cyber risk while protecting their own. A breach at your brokerage undermines the very trust your clients are paying you to protect.

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E&O Risk from IT Failures

Missed renewals, inaccessible policy records, or communication failures caused by IT outages can create direct errors and omissions exposure — even when the underlying advice was sound.

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Remote Agent Workforce

Agents and adjusters working remotely require secure, reliable access to client records, carrier systems, and internal tools — without opening lateral attack paths into your core infrastructure.

How Lexcom helps

Services built for
your environment.

Every Lexcom engagement starts with your business — not our product catalogue. We apply the right capabilities to your specific environment, compliance requirements, and risk profile.

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Technology Risk Management

PIPEDA-aligned risk assessments, cyber insurance audit support, incident response planning, and vulnerability remediation designed for insurance industry requirements.

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Managed IT Services

Proactive monitoring and support for broker management systems, carrier integrations, and the IT infrastructure your entire book of business depends on.

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Modern Workplace

Secure Microsoft 365 with MFA, email encryption, and DLP controls — keeping client communications and policy documents protected at every point in their lifecycle.

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Compliance Advisory

Insurance-specific compliance guidance — from provincial regulator requirements to cyber liability policy alignment and annual security program reviews for underwriter satisfaction.

Standards & frameworks
PIPEDA / Bill C-27
Provincial Insurance Acts
NIST CSF
SOC 2 Type II
ISO 27001
Cyber Underwriter Requirements
Why choose us

Why insurance firms choose Lexcom.

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Deep familiarity with broker management systems — EPIC, Applied TAM, Vertafore, and others

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Cyber insurance audit support — we help satisfy underwriter security requirements

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PIPEDA-aligned data governance and breach response procedures, fully documented

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ISO 9000-compliant service delivery with audit trails suitable for regulatory review

30+
Years in business
500+
Clients across US & Canada
200+
Professionals available to you
Partner with Lexcom

Let's assess your brokerage's IT and cyber posture.

Free consultation — no obligation. We'll identify your highest-priority gaps and map them to your coverage requirements.

877‑539‑2663
lexcom.com  ·  lexcom.ca