Sensitive information, in software you rely on.
We focus on Medicare, insurance, and financial sales teams that run their own software — where the information is deeply personal and a single gap can have real consequences.
Medicare & health insurance
If your team sells or services Medicare and health plans, your software holds some of the most sensitive information there is — Social Security numbers, dates of birth, health conditions, and copies of IDs. If the wrong person reaches it, you’re not just facing upset clients; you’re facing HIPAA penalties and a breach you may be legally required to report. We find those gaps before they become headlines.
Financial & insurance sales
Your agent portals and back-office tools hold bank details, tax forms, and commission records. We find the gaps that could expose them, and show you how your protections measure up to the financial-privacy rules you’re required to follow.
The tools that hold the information.
- Agent & broker portals
- Customer databases (CRMs)
- Back-office & internal tools
- Lead-generation systems
- Marketing websites
You don’t need to know how it was built.
It doesn’t matter whether your software was custom-made, bought off the shelf, or built without code. We work with all of it.
- Custom-built software
- Off-the-shelf platforms
- No-code & low-code apps
- White-label vendor systems
- Cloud databases
What this looks like in practice.
Real results from work on systems like yours — described in plain terms, with names removed.
No login needed
a back-office system open to the internet
A system holding sensitive records was reachable from the open internet with no login at all — anyone who found the address could read it. We flagged it before anyone else did.
Tax & ID files
reachable by the wrong account
Uploaded tax forms, IDs, and medical documents were sitting where the wrong logged-in user could open them — and there was no record of who had. That gap turns a quiet incident into a reportable breach.
A takeover from outside
no account required
From the outside, with no login, we found a way to hijack a company’s web address and impersonate their email — exactly what a scammer needs. We caught it before it was used.
Find out who can really see your clients’ data.
Book a short call and we’ll walk you through exactly how an audit would work for your business — in plain English.