From ITC Agent Conference 2015... Have you ever really thought about all the confidential data you store in your agency? Do you realize how easily your data could be stolen? Are you protecting yourself and your agency from theft of information? Attend this session to hear the tips, tricks and suggestions that will protect your agency and your clients' information.

1. Security Features and
Securing Your Data
Kelly Grisham
Training Director

2. Are You Protecting Your
Agency?
Most ALL
agencies keep
sensitive
personal
information in
their files.
Customer
Information
Drivers License #s
Social Security #s
Credit Card #s
Dec Pages
Agency Financials
Business Plans

3. Data Protection
If sensitive data falls into the wrong hands, it
can lead to:
fraud, identity theft, or similar harms.
Given the cost of a security breach, losing
your clients’ trust and perhaps even
defending yourself against a lawsuit,
protecting personal information is just plain
good business!

4. Security Practices
*Do’s & Don’ts*

5. Hackers
Do NOT give out
your computer
username and
password to
anyone.

6. Be Cautious
…of using someone else’s computer. You
don’t know what they have on their
computer or if they have anything on there
that is not safe.

7. Data Breach
Don’t leave anything
lying around.
Put paperwork in a
locked drawer or
cabinet.
Scan paperwork into
your agency
management system,
and then shred it.

8. Lock It
If not, someone
can….
Access your email
See your
messages and
steal information
Send messages in
your name
See and send files

9. Passwords
Setting Up Your
Passwords
Always use hard-to-
guess Passwords
Make sure you use
unique Passwords
Protecting Yourself
with Passwords
Password protect any
confidential files on…
Computer
Mobile device
USB

10. Cyber Criminals
Do NOT open links in an email from someone you
don’t know or trust.
 Do you really think there is someone in Nigeria
that wants to give you $50 million?
 Do you really think you can purchase Oakley
sunglasses for $5?
 Do you really think they found a cure for cancer?
Cyber criminals send you these links to get you to
click on them and direct you to a website, where
they can automatically install a virus on your machine
and steal your information.

11. Don’t Plug It In
Do not plug your mobile device into
your computer without the okay
from IT.
The mobile device might have a virus
on it that you are uploading to the
computer.
Also, the mobile device can
download files from the computer to
the device, and you need to make
sure the files are encrypted
beforehand.
In case the device falls into the wrong
hands, no harm is done if everything
is safe and encrypted.

12. Be Careful What You Install
Don’t install unauthorized programs on to your
computer.
Malware and bugs can be installed with
applications you install. You and your computer
could potentially be at risk for the bad guys to
access your computer and steal your data.
IT wants to make sure that you install safe and
secure applications on your computer.

13. Have a Watchful Eye
• Be aware of suspicious activity
• Someone in or around your office that you
don’t know?
• Report anything you see
• Contact management or proper authorities
• Protect your agency

14. What is Your Security
Plan?

15. 5 Key Principles
1. Take stock. Know what personal information
you have in your files and on your computers.
2. Scale down. Keep only what you need for
your business.
3. Lock it. Protect the information that you
keep.
4. Shred it. Properly dispose of what you no
longer need.
5. Plan ahead. Create a plan to respond to
security incidents.

16. Choose Business
Partners With Care!
Partner with companies that take equal or greater
care with data, as your agency does.

17. TurboRater’s Security
Features
TurboRater offers security features on the:
User level
Location level
Agency level

18. TurboRater’s Security Features
TurboRater
requires you set up
users with a login ID
and password
Create login ID and
password for each
user
Password is
encrypted

19. TurboRater’s Security
Features
Permission Levels: You choose what you
want your users having access to inside
TurboRater.

20. Additional Restrictions

21. IP Address Restrictions
YOU decide when they access TurboRater

22. Show Clients You Care
About Their Privacy

23. InsurancePro’s Security
Features
Activate Require Login feature

24. InsurancePro’s Security
Features
Create login ID
and password for
each user
Password is
encrypted

25. InsurancePro’s Security
Features
User Permissions
Restrict Users
from areas they
don’t need access
to
Everyone does
not need to be an
Administrator

26. Go Paperless
Scan everything
into a secured
agency
management
system
Shred
documents
afterwards

27. It’s cheaper in the long run to
invest in better data security…
…than to lose the goodwill of your clients, defend
yourself in legal actions, and face other possible
consequences of a data breach.

28. Thank You
Don’t forget to fill out your surveys!
Kelly Grisham
Training Director