Insurance Agency IT · Menifee · Sun City · Murrieta · Temecula · Wildomar · Lake Elsinore

Local IT for insurance agencies: agency-management uptime and FTC Safeguards, handled.

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.

What disrupts an agency

When the AMS or a carrier portal is down, nothing moves.

  • The agency-management system is slow or unreachable during a busy renewal cycle.
  • You're not sure the agency meets the FTC Safeguards requirements.
  • Carrier downloads or e-signature tools keep breaking.
  • An E&O claim or a data breach would be a genuine emergency.
We know your systems

Agency-specific, not generic IT.

We support the management systems and carrier connectivity your producers and service staff depend on every day.

Applied EpicAMS360EZLynxHawkSoft + carrier portals
A bright, modern small-agency office with a desk, chair and window
Compliance

Your FTC Safeguards controls, in place.

  • Written Information Security Program (WISP) support
  • Multi-factor authentication for client-data access
  • Encryption at rest and in transit
  • Access controls, logging & monitoring
  • Backup and ransomware-resilient recovery
  • Continuous monitoring (the under-5,000-record default)

See exactly what the FTC Safeguards Rule requires →

Local & responsive

A specialist who's actually nearby.

Based in Menifee, serving:

  • Menifee
  • Sun City
  • Murrieta
  • Temecula
  • Wildomar
  • Lake Elsinore
Questions agencies ask us

Straight answers.

Does the FTC Safeguards Rule apply to insurance agencies?

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.

Do you support Applied Epic, AMS360, EZLynx and HawkSoft?

Yes. Those agency-management systems plus carrier portals and the connectivity that ties them together.

Can you help with the written security program?

We build and maintain the technical safeguards and the security plan behind them, and bring in a compliance partner for formal attestation work.

Are you local?

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.

Free download

The Independent Agency Owner’s FTC Safeguards Cheat Sheet.

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.

  • Why a federal rule already names your agency (and CA hasn’t displaced it)
  • The must-do list, in order (WISP, QI, MFA, encryption)
  • The 5,000-consumer trap and the 2026 FTC penalties
  • The “my AMS vendor covers compliance” myth, and the test
Why businesses trust a local specialist

New name, not a new face in IT.

Simon Says Systems is new under this name. The person behind it isn’t: 35 years in IT and cybersecurity since 2003. Want to talk to someone who has worked with Craig over that time? Ask on your free check and he’ll connect you.

Book a Free Check →

Keep the agency running and compliant.

Book a free, 20-minute call. No obligation, no sales pressure, and no jargon.

Get a Free FTC Safeguards Readiness Check Call 951-717-3576
Tap to call Craig: 951-717-3576