Client Success Story: Compass Insurance Group

Compass Insurance Group is an independent insurance agency serving Wisconsin clients, which relies heavily on systems like Applied Epic and DSpro to manage policies, claims, and customer relationships.

The Problem

For nearly a decade, Compass Insurance Group relied on a local IT company to manage their technology. While initially helpful, the provider lacked the deep insurance expertise and mature cybersecurity foundation that a modern, growth-minded agency now depends on to stay productive and protected.

As Compass grew, so did their IT frustrations. Frequent slowdowns, delayed support, and a lack of understanding of insurance platforms like Applied Epic and DSpro affected daily operations and employee morale.

Despite the growing frustrations, Compass leadership assumed these IT issues were simply part of doing business. In truth, what felt normal were temporary fixes, small band-aids covering deeper inefficiencies and hidden security risks.

The Solution

After years of hearing about Redbird Security’s Managed IT and Security Services for Insurance Agencies from peers and at insurance industry events and seeing competitors thrive under Redbird’s partnership, the CEO finally decided it was time for a change.

Once Redbird Security became Compass Insurance Group’s managed IT partner, the improvement was immediate and transformative. Redbird designed and executed a complete IT modernization built specifically for how insurance agencies operate. The goal was to eliminate recurring issues, boost productivity, and strengthen security from the ground up.

Key initiatives included:

• Migrating systems and data to Microsoft 365 The previous IT provider hosted data in their own private cloud, creating performance bottlenecks. Moving to Microsoft 365 immediately improved speed, reliability, and collaboration.
• Raising IT maturity levels to improve efficiency while ensuring maximum protection.
• Standardizing IT and security processes introducing structure and reliability.
• Configuring and securing Microsoft 365 to allow open, safe collaboration.
• Providing specialized support for Applied Epic and DSpro, ensuring seamless system integration.

Redbird’s Security Stack

To protect Compass Insurance Group’s operations, Redbird deployed its full Security Stack, an integrated suite of tools and controls built specifically for the insurance industry.

1. Zero-Trust Security Framework: No user or device is automatically trusted, and every access request is validated to prevent unauthorized activity and lateral movement inside the network.
2. Employee Cyber Awareness Training: Continuous training and realistic phishing simulations help employees recognize threats early and reduce the human error that leads to most cyber incidents.
3. 24/7 Security Operations Center (SOC): Around-the-clock monitoring identifies unusual behavior and neutralizes threats quickly, keeping systems stable and reducing operational interruptions.
4. Endpoint and Device Protection: Strong safeguards such as encryption, enforced firewalls, and remote device controls protect laptops, desktops, and mobile devices in the office and in the field.
5. Proactive Ransomware Prevention: Real-time threat analysis identifies suspicious behavior instantly and blocks unauthorized applications before ransomware can run.
6. AI-Enhanced IT Support Desk: AI-Enhanced IT Support Desk: A combination of human expertise and artificial intelligence enables faster troubleshooting, predictive issue detection, and more efficient support for the entire agency.
7. Advanced Microsoft 365 Security: Multi-layered controls such as multi-factor authentication, advanced threat detection, and compliance-ready data protection secure collaboration across the entire organization.

The Result

With Redbird Security’s comprehensive approach, Compass Insurance Group turned IT from a daily headache into a competitive advantage.

• Increased Productivity: Productivity soared, as staff were no longer bogged down by recurring issues.
• Improved Customer Service: Customer service and morale improved, fueled by reliable systems and faster workflows.
• Empowered Growth: Management regained focus on growth and innovation instead of troubleshooting technology.

The Principal, John Freeze, shared his appreciation clearly:

“I wish we had partnered with Redbird Security years ago. I had no idea IT could run this smoothly.”

Compass Insurance Group Today

With Redbird Security managing their IT and cybersecurity, Compass now operates with confidence, speed, and compliance. What used to be a constant source of frustration is now a reliable foundation for growth. By leveraging Redbird Security’s mature IT processes, robust cybersecurity stack, and deep insurance industry expertise, Compass Insurance Group has turned its technology from a liability into a true growth engine, positioning the agency for secure, scalable success in today’s insurance landscape.

Ready to strengthen your agency’s IT and security posture?

If your insurance agency is facing similar frustrations or growing pains, Redbird Security can help. Contact our team to schedule a consultation and learn how a specialized insurance IT partner can transform your operations.