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Leadership Team

Insurance

Focus:  Technology Assessment and Analysis

Profile:  70 person insurance brokerage firm with three offices specializing in workers compensation, commercial, and personal insurance. 

Challenge:  Many firms’ managing partners do not have a comprehensive understanding of their technology spending or their overall network status.  In order to effectively manage and grow their business, Insurance firms need to be more aware of their technology: what is working, what is not working, and what needs to be done to fix it.

Solution:  Insurance firms partner with Lloyd Group to perform a network audit and IT assessment.  Lloyd Group interviews management and IT support teams as well as application support providers and trainers to get a comprehensive view of the firm’s workflow and understand how technology supports the business.  After a detailed technical audit, Lloyd Group presents a document outlining current status, recommendations, and budgeting on all aspects of technology including incident management, application utilization, servers, backup, disaster recovery, and security.

Benefits:  Insurance firms have a complete review of their corporate network focusing on business concerns and solutions while also including highly technical details.  The firms’ partners can use the Assessment to assist with future IT budgeting and as a checklist for their internal IT to implement the recommendations.