Independent benefits brokerage
An experienced broker was opening his own firm with about 150 clients and a firm start date. He needed a website, and he also needed the technology to run the business from day one.
We designed and built the website, set up Microsoft 365 and branded email, and added a business phone that rings on his laptop and mobile. We configured his laptop and software and moved him onto a business password manager. We also organized his files for 150 client accounts and set up encryption, a security baseline, and a secure way for clients to send sensitive documents.
Everything launched ahead of schedule, and we remain the firm’s technology partner.
