The do's and don'ts of protecting insurance client information

A document management system can provide instant, secure file-sharing. (Shutterstock)

Insurance work typically requires a lot of a client’s personal information in order to create policies, process claims, and payout reimbursements. This is just the type of private, financial data craved by malicious parties on the internet, and they go to great lengths just for a chance to obtain it.

As are insurance clients demand their insurance providers and agencies communicate quickly and efficiently, insurance agencies have been moving away from the traditional postal correspondence. Email, text and the like are faster and more convenient, but they also introduce more risk.