IT support for real estate and insurance offices

Technology for teams that are rarely at their desks

Real estate agents and insurance brokers do much of their work outside the office: showings, open houses, client meetings, site visits and inspections. They need their email, calendar, contact lists, listings, forms and e-signature tools to work on a phone just as well as at a desk, and they need that access to be secure.

We set up a mobile-friendly environment built around Microsoft 365 or Google Workspace, managed laptops and phones, secure cloud document access and a phone system that lets calls follow people wherever they go. Office staff and managers get reliable workstations, printers and scanners, and everyone gets a helpdesk they can call from the road.

Protecting every transaction

Real estate is one of the industries most targeted by business email compromise. Criminals gain access to an agent’s, lawyer’s or client’s email, watch a deal progress, then send convincing instructions to redirect deposit or closing funds. Insurance brokers see similar attempts with premium payments and claim payouts.

Our layered approach makes these attacks much harder:

• Multi-factor authentication on all email and cloud accounts.
• Domain authentication so criminals can’t easily send email that appears to come from your brokerage.
• Impersonation and lookalike-domain protection that flags suspicious senders.
• Sign-in and inbox-rule monitoring to catch compromised accounts quickly.
• Staff and agent training on verifying payment instructions by phone using a trusted number.

Client data and privacy

Brokerages handle copies of government ID, financial information, offers and contracts. Insurance offices hold claims history, health information for some policies and banking details. Under BC’s Personal Information Protection Act, that information must be protected with reasonable safeguards. We provide encrypted devices, secure document sharing, access controls and backups, and we help make sure departing agents lose access to client files.

Agents, contractors and personal devices

Many agents are independent contractors using their own phones and laptops, and teams change often. We use mobile device and application management to protect brokerage data on personal devices without controlling the whole device. When someone leaves, company email and files can be removed cleanly. Shared mailboxes and document libraries keep client history with the brokerage.

Phones and communication

Missed calls are missed opportunities. A cloud phone system gives agents and brokers a professional business number on their mobile, with call routing, voicemail to email and the option to integrate calls with your CRM. For insurance offices, call queues and recording help manage busy periods and train new staff. See our VoIP and unified communications services.

Property management and mortgage brokers

Property managers juggle tenant records, maintenance requests, accounting and building access systems across many properties, while mortgage brokers handle some of the most sensitive financial documents of all. We provide the same foundation of secure email, protected devices, backups and responsive support, tailored to the software and workflows each business depends on.