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Modernize & Transform

Built to help you reimagine IT operations, empower your workforce, and leverage AI-powered tools to stay ahead of the curve.

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Empower My Team

We bring together the best of Microsoft’s cloud ecosystem and productivity tools to help your people thrive.

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Build My Infrastructure

We offer a comprehensive suite of infrastructure services tailored to support your business goals today and scale for the future

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IT Services

Our managed and co-managed IT service plans deliver a responsive and innovative engagement to support your IT needs, improve employee experience, and drive growth for your business. 

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Cybersecurity Services

Sourcepass offers innovative solutions, including SOC, GRC, Security Assessments, and more to protect your business.

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Professional Services

Grow your business with cloud migrations, infrastructure refreshes, M&A integrations, staff augmentation, technical assessments, and more.

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Resource Library

Stay ahead, stay connected, and discover the future of IT with Sourcepass.

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Events & Webinars

Dive into a dynamic calendar of webinars and in-person gatherings designed to illuminate the latest in managed IT services, cybersecurity, and automation.

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The Sourcepass Story

Sourcepass aims to be different. It is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love.

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The Sourcepass Experience

At Sourcepass, we’re rewriting the IT and cybersecurity experience by helping businesses focus on what they do best, while we deliver the infrastructure, insights, and innovation to help them thrive.

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INDUSTRIES

Modern IT Solutions for the Insurance Industry

 

Secure Policyholder Data • Automate Claims & Underwriting • Stay Ahead of Compliance

 

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IT Challenges Insurance Firms Face

 

Insurance carriers, brokers, and agencies are under pressure to digitize operations while defending against fraud, meeting regulatory demands, and improving customer experience.

Sourcepass delivers secure, scalable IT and cybersecurity services designed specifically for the insurance industry.

Legacy Systems

Outdated policy, claims, and underwriting systems that reduce agility

Cybersecurity Threats

Growing exposure to phishing, ransomware, and payment fraud

Regulatory Compliance

Strict requirements like GLBA, SOX, and state privacy mandate

Operational Inefficiencies

Manual, disconnected workflows in claims processing and CRM

Team Collaboration

Poor integration across agency, underwriting, and customer service teams

Business Continuity

Inconsistent or nonexistent disaster recovery strategies

IT Solutions Tailored for Insurance Companies

 

 

Our plans include high-impact IT services to provide you with an efficient, cost-effective, and responsive IT experience.

Cybersecurity & Regulatory Compliance

 

24/7 SOC monitoring, threat detection, and phishing prevention

End-to-end encryption and data loss prevention

Risk assessment and compliance alignment (GLBA, SOC, NYDFS, etc.)

Staff training to recognize and prevent fraud and cyberattacks

Workflow Automation & System Integration

 

Streamline claims, policy servicing, and underwriting processes

Integrate CRM, ERP, billing, and core insurance platforms

Enable automated document routing, notifications, and e-signatures

Infrastructure Modernization

 

Migrate legacy systems to secure, cloud-based platforms

Deploy hybrid environments to scale with demand

Improve performance and reduce maintenance costs

IT Support & Strategic Consulting

 

24/7 help desk support and issue resolution

vCIO services for roadmap planning and IT alignment

Business continuity and disaster recovery planning

Why Sourcepass for Insurance Agencies?

 

 

CLIENT SUCCESS STORY

The Importance of a Technology Refresh for an Insurance Agency

See how partnering with Sourcepass helped this agency update its technology and infrastructure.

 

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Experience with insurance carriers, agencies, and MGAs

Experts in GLBA, SOX, and state insurance regulatory compliance

Cloud-first architecture for performance, security, and scalability

Real-time threat monitoring and rapid incident response

Integration and automation specialists for faster claims, quotes, and servicing

Personalized support from onboarding through day-to-day operations

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

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2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

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Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

Insights

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Industry - Insurance

Improving Claims Processing Through Smart IT Systems

By  Alex Davis    | 21 July 2025
Efficient claims processing is the backbone of any successful insurance provider. In today’s fast-paced market, customers expect quick, accurate, and transparent handling of their ...
Security Awareness Training Industry - Insurance Cybersecurity Data Protection

Cybersecurity for Insurance Providers: Staying Ahead of Fraud

By  Julia Nolan    | 1 July 2025
In the insurance industry, sensitive customer information and large financial transactions make cybersecurity a top priority. Increasingly sophisticated threats exploit ...

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Secure your policyholder data, modernize your infrastructure, and streamline operations—all with one partner.