Insurance brokers hold a rare and damaging combination: client identity, financial details, and often health and claims histories. That mix makes a breach especially costly. This is where the gaps in how it's protected come to light.
The two-minute check gives you an instant read. If you want the full picture, our fixed-price Data Security Review looks at each of these in your business and hands you a prioritised plan.
Where client data lives
Are ID documents and policy records ever stored in an individual broker's inbox?
Sensitive information
Is client health and claims data handled with extra protection?
Authentication
Is multi-factor authentication on for your broking system, email and any client portal?
Access control
Does access end the day a staff member or authorised representative leaves?
Ransomware resilience
Is client and claims data backed up somewhere an attack couldn't also reach?
Breach readiness
Is there a written plan covering your OAIC notification obligations?
The review is an assessment and a roadmap, done with your cooperation — not a penetration test, not a compliance certification, and not legal or financial advice. We tell you where your gaps are and what to fix first, in plain English. Regulatory references are general information; confirm your specific obligations with your own adviser or licensee.
Your review is handled by a senior specialist — not a call centre, not a hand-off. Email us and we'll set up a 15-minute call.
hello@circuitrisen.com