Your agency runs on its management system and the carrier portals all day. We keep them working and your clients' nonpublic personal information protected — with the MFA, encryption, and written security program the FTC Safeguards Rule requires. In California there's no competing state insurance-data law, so the FTC Rule is the bar, and we help you clear it.
20-minute call. No obligation — and we never ask for client financial data.
Managed IT + FTC Safeguards compliance, starting at $175/seat/mo ($1,500/mo practice minimum). Compliance is built in — never an add-on. You get a real number after a free check.
We support the management systems and carrier connectivity your producers and service staff depend on every day.
Based in Menifee, serving:
Insurance agencies that handle clients' nonpublic personal information are covered under the FTC's expanded definition. Because California hasn't adopted the NAIC insurance-data model law, the FTC Rule is the operative framework here. We'll confirm your specifics on the call.
Yes — those agency-management systems plus carrier portals and the connectivity that ties them together.
We build and maintain the technical safeguards and the security plan behind them, and bring in a compliance partner for formal attestation work.
Yes — based in Menifee. We’re remote-first (most fixes are fast and remote) and can come on-site across SW Riverside County when something needs hands-on.
Everything your agency must do to satisfy the FTC Safeguards Rule — and what it costs if you don’t — on one page. The WISP, the 5,000-consumer trap, the 2026 penalties, and the questions to ask your current IT guy. Plain English, no binder.
One short form, instant download. We never ask for your customers’ personal information.
Simon Says Systems is just getting started under this name — but the person behind it isn’t. 35 years in IT, cybersecurity since 2003, and a signed BAA with every client from day one. Want to talk to someone who’s worked with Craig? Ask on your free check — he’ll connect you.
Your WISP is only as real as the IT behind it. A plain guide for Temecula and Murrieta CPA, tax, and insurance firms on MFA, encryption, and FTC Safeguards readiness.
Read more →If your CPA, accounting, or insurance office holds clients' financial information, the FTC Safeguards Rule almost certainly applies to you. Here's what it requires, in plain English.
Read more →Book a free, 20-minute call. No obligation, no sales pressure — and we never ask for patient information.
