Information Technology Governance, Risk & Compliance (IT GRC)
leading cybersecurity advisory services
Insurun advisory services provide the required documents & processes to help ensure Insurance Agency, Aggregator & Wholesaler (Covered Entities) compliance with recently enacted NY Department of Financial Services Cybersecurity regulations!
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Insurun Advisory Services Information Security Governance, Risk & Compliance
New York has enacted a rigorous, first-in-the-nation CyberSecurity regulation for financial institutions, and others that do business in the state.
This new service offering provides the required documents and processes to ensure Insurance Agency, Aggregator and Wholesaler (agency) compliance with the recently enacted NY Department of Financial Services 23 NYCRR Part 500 Cybersecurity mandate.
Insurun platform features OUR PLATFORM BRINGS THE INSURANCE AGENT AND ITS CONSUMERS INTO THE FUTURE OF THE INSURANCE INDUSTRY
Agent Portal
The days of entering consumer data individually into each carrier’s rating engine are over. Online interface, one-time data entry in INSURUN provides multiple carrier quotes in just seconds
Consumer Portal
Consumer quoting allows prospects to get quotes directly on your existing website. Prospects that are accustomed to online quoting will have a seamless experience on our platform
Email Marketing Software
Email campaigns help you stay connected and communicate with potential prospects. Manage your email marketing campaigns and create touch-points directly in the platform
Our plaform offers Powerful Automation

Real-time Quoting Engine
Our web-based, Software as a Service technology allows agents and consumers to get instantaneous quotes from multiple carriers in multiple states. Carrier quoting and prospect management has never been easier.
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Empower Your Customers
Consumer quoting allows prospects to get quotes directly on your existing website. Prospects that are accustomed to online quoting will have a seamless experience on our platform.
Read MoreStay in Touch
Email campaigns help you stay connected and communicate with potential prospects. Manage your email marketing campaigns and create touch-points directly in the platform
Read MoreAgent Portal
Lead Capture
Prospect Management
Metrics
- Carrier Access: Instantly connect to your carrier partners. We offer support for National and Regional carriers
- Quick and Easy Setup: Connect with carriers, download and upload quotes to and from your agent management system
- Fast Accurate Quoting: Generate quotes at the Consumer or Agent Portal Level /for Personal lines coverage for Auto, Home and Umbrella. Deliver premium quotations and coverage options via email.
- Quote Logic: Underwriting Logic flow built into the system to decrease E&O exposure and as an intuitive learning tool for Agents and CSR’s
- Consumer Protection: Network and Database Security: Captures and store Consumer data over an encrypted network and store sensitive customer information encrypted in the database.
- Functional/Operational Security: insurun allows you to designate what quotes what agency or agencies can see and report on. Complex password authentication provides air-tight access to data captured by insurun from both within, and without the Agency.
- Increased Productivity: Customizable defaults by agency, carrier and product type.
- Single Point Data Entry: Creates efficiency through single data entry for multiple quote scenarios by product and across product lines.
- Reporting: Review quote activity including quote to bind ratios and agent productivity by location, day, month or quarter.
Consumer Portal
Consumer quoting allows prospects to get quotes directly from the internet from on your existing website. Prospects that are accustomed to online quoting will have a seamless experience on our platform. The portal’s mobile device capabilities provide the same functionality of our web-based system and are aimed at maximizing the user experience.
Lead Capture
Lead Management
Metrics
Email Marketing & CRM
Email campaigns help Agencies stay connected and communicate with prospects. insurun helps manage your email marketing campaigns and create touch-points like Birthday’s, Anniversaries, Insurance expiration dates directly from within the platform.
Drive Sales
Build Brand Recognition
Improve Retention
Insurun offers a powerful advantage Features & Benefits
Platform
Platform
Agent Portal
Consumer Portal
Consumer Portal
CRM & Marketing
CRM & Marketing
Agency Management
Agency Management
Support
Overview
- The number of independent agencies has grown. After declining from 44,000 in 1996 to 37,500 in 2006, the number of independent agencies has grown to 38,500 in the past two years,
- Business conditions for independent agencies improved between the 2010 and 2012 studies. In 2012, 60 percent reported increased revenue, compared to 42 percent in the 2010 study,
- Systems and data security are now the most important technology challenges facing agencies, and,
- Agencies are beginning to use the Internet more to obtain new customers. About 25 percent use Facebook to keep in touch with prospects, and 20 percent use LinkedIn.
About Us
Trust the Experts Management Team
Gregory Sfoglia, CPA
Chief Executive Officer
Gregory Sfoglia, CPA
Chief Executive OfficerGregory Sfoglia, CPA, Insurun Chief Executive Officer. Greg is the owner and President of a large and successful New York based Property & Casualty retail insurance binding authority with over 20 renowned national and regional independent insurance the industry is unparalleled and has been the driving force behind documenting and agent and aggregator in mind. Greg’s experience as a CPA at KPMG Financial Services & management as well as loss reserve and risk retention analysis. Greg holds a BBA in Accounting from Hofstra University.
Pete Sfoglia, PhD
Executive Vice President, Insurun Advisory Services
Pete Sfoglia, PhD
Executive Vice President, Insurun Advisory ServicesPete Sfoglia, PhD, Insurun Executive Vice President, Insurun Advisory Services. Pete presents insurun with 26 years as a Big-x consulting experience in IT Security, Business Process Re-engineering and Governance, Risk and Compliance management, 13 of those years as a Partner at EY, Accenture and Wipro. Pete brings a wealth of experience in insuring the integrity and safety of our customer information, garnering and nurturing customer relationships and helping companies utilize technology to streamline their business processes. As an academic, Professor Sfoglia is widely regarded as a research pioneer in the areas hedging Mortgage Backed Securities and the development of complex derivative financial instruments aimed at managing price risk in large portfolios of marketable securities in Hedge Funds. He has also researched and published on the deployment of his strategies in several Economic and Finance academic journals. Pete has studied under Nobel Prize Laureate Dr. Harry Markowitz at Baruch College where he published his first paper entitled "The Tax Effect of Stock Ex-dividend Behavior" and is an Adjunct Professor of Finance at Columbia University School of Business.
David Rose
Chief Software Architect & Chief Innovation Officer
David Rose
Chief Software Architect & Chief Innovation OfficerDavid is a system architect, software developer, IT consultant, and entrepreneur with nearly two decades of experience in software architecture and development. He is the founder of Hexa1, a software development consultancy specializing in the design and production of complex expert systems and service oriented architectures in the SaaS paradigm. He is the driving force behind our technical vision and implementation success.
Yuriy Ryvkind
Infrastructure Architect, Insurun Advisory Services
Yuriy Ryvkind
Infrastructure Architect, Insurun Advisory ServicesYuriy Ryvkind is a seasoned IT architect and head of cybersecurity operations for several organizations in the Insurance, Finance and Healthcare spaces. He specializes in advanced threat management and designing infrastructures that are highly resistant to intrusion and failure. Yuriy holds a Bachelor of Science degree in Information Systems from Pace University.
Andrew Toner
Chief CyberSecurity Architect, Insurun Advisory Services
Andrew Toner
Chief CyberSecurity Architect, Insurun Advisory Services
Andy Toner was a lead Partner at PriceWaterhouseCoopers in setting the direction for our Financial
Services CIO Advisory practice in the US. He is nationally recognized as a leader in the field of
Information Security and Privacy with over 20 years of experience developing solutions to the
security challenges of major corporations, focusing on the financial services industry. He has also
led numerous client engagements covering a wide range of IT areas, such as IT Asset Management, IT
Portfolio Management, Identity and Access Management, Configuration Management, Security Content
Monitoring and Security Event Management. Most recently, Mr. Toner led a cybercrime response team
assisting a client with their response to a significant systems breach. This assistance consisted
of identifying the root causes of the breach and developing a remediation plan, performing data
discovery to identify all potentially exposed information and managing communications with various
interested parties, such as regulators, credit card companies and law enforcement.
In addition, he has a broad range of experiences assisting numerous global organizations with
audits, development of policies and standards, preparation for and/or response to regulatory
audits, development of organization structures and governance models to support business needs, and
the development of strategies/roadmaps that address the needs of the business in a cost effective
manner. Andy holds a BA in Finance and Computer Applications from Fairfield University.
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