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Privacy and Compliance for Insurance Agents
Ceeva, Inc. and Compliance Assurance Corporation have ventured into a partnership to provide insurance agents with technology expertise and the ability to win new clients, all while saving money.
As one of the largest providers of IT services in western PA, Ceeva's engineering staff have access to their client's private client data. In an effort to ensure they were taking all steps to protect that data, Ceeva chose to go through Compliance Assurance's Compliance Assured process. The process provides a high degree of training, technical scanning of systems, policies and procedures, etc.
This engagement led to the decision to combine their offerings and target the Insurance Agent market with a unique combined services offering. Agents can receive the following under this new program:
- Compliance with all regulations related privacy and security including HIPAA at significant discounts!
- Ability to use Compliance Assured program for agents to WIN new clients! (Consider this: having superlative security practices in place was the key factor for MassMutual Financial Group closing a $25 million 401(k) plan deal in 2007.)
- IT services provided by Ceeva, the only local firm that has taken all steps necessary to protect your client's data; also at significant discounts!
Click here for the Announcement
The combination of Ceeva's IT services and the Compliance Assured seal gives me and my customers real peace of mind when it comes to protecting my client's important data. And with Ceeva, our system is always up and functioning for which I am thankful every day.
Dave. S - CEO, Benefits Network
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