Real-World Example: Insurance Agency IT Upgrade
Full Scope IT Solutions works with small and mid-sized insurance offices that depend on secure, always-on technology. In this case study, we helped an insurance agency refresh outdated systems, improve security, and create a modern workspace that supports both in-office and remote staff.
Client’s Challenges
The insurance office was growing quickly, but their IT environment was holding them back:
- Legacy desktops and servers slowing down core insurance applications
- Unreliable Wi-Fi in offices and shared spaces, causing dropped calls and delays
- No standardized security policies for handling sensitive client data
- Fragmented phone and VoIP setup with poor call quality and no central management
- Remote producers and agents with inconsistent access to files and systems
- Limited internal IT capacity to plan or manage upgrades
Our Solution
We designed a secure, cloud-ready environment tailored to the way the agency sells, services, and supports its clients.
1. Discovery & Technology Assessment
We started by understanding how the agency worked, not just what hardware they owned.
- Reviewed carrier portals, rating tools, and agency management systems in use
- Mapped out workstations, phones, and shared spaces across the office
- Identified compliance-sensitive workflows around client data and documents
2. Modern Workspace & Network Design
We created a design that supported fast quoting, reliable calls, and easy collaboration.
- Standardized workstation specs for producers, CSRs, and back-office staff
- Planned secure VLANs to separate guest, staff, and VoIP traffic
- Documented network diagrams and a rollout plan the owners could easily review
3. Internet & VoIP Optimization
We stabilized core connectivity and cleaned up the phone experience.
- Evaluated available ISPs and recommended the best mix of speed and reliability
- Set up QoS so VoIP calls stayed clear even during heavy internet usage
- Standardized phones and softphone apps, with a single, centrally managed system
4. Security Hardening & Data Protection
We aligned the environment with insurance-industry security expectations.
- Deployed endpoint protection, EDR, and standardized patching
- Implemented secure remote access for producers working from home or in the field
- Configured backups for critical files and line-of-business systems
5. Implementation & Team Training
We rolled changes out in phases and made sure the team was comfortable with the new tools.
- Scheduled hardware upgrades and cutovers outside of peak hours
- Provided short, focused training sessions for staff on new tools and workflows
- Set up ongoing remote monitoring and support for the entire environment
Results
After the upgrade, the insurance office had a stable, secure platform that supported growth instead of limiting it.
- Workstations and systems that keep pace with busy quoting and servicing work
- Reliable Wi-Fi and VoIP, resulting in fewer dropped calls and support tickets
- Improved protection for sensitive client data and documents
- Consistent experience for in-office and remote producers
- Clear documentation of the environment for owners and managers
- A trusted IT partner monitoring systems and handling issues before they become outages
25+
Producers & CSRs supported
3 Weeks
Phased implementation rollout
40%
Reduction in IT-related support tickets