Specialized Services

Compliance & Business Services

Beyond network security, we offer specialized consulting for healthcare-adjacent businesses and independent insurance professionals looking to build or scale their practices.

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HIPAA Compliance Consulting

Comprehensive compliance solutions for businesses that handle Protected Health Information (PHI). We help you understand your obligations, identify gaps, and implement the safeguards required to protect patient data and meet regulatory requirements.

What We Provide

Security Risk Assessments — Comprehensive evaluation of your current security posture against HIPAA requirements
Gap Analysis & Remediation Roadmap — Identify deficiencies and create a prioritized plan to address them
Policy & Procedure Documentation — Develop the written policies required for HIPAA compliance
Business Associate Agreement (BAA) Guidance — Ensure your vendor relationships are properly documented
Google Workspace / Microsoft 365 Configuration — Configure cloud platforms to meet HIPAA requirements
Security Awareness Training — Educate your team on PHI handling and security best practices
Ongoing Compliance Monitoring — Regular reviews to maintain your compliance posture

Our Approach

HIPAA compliance isn't just about checking boxes—it's about genuinely protecting sensitive patient information. We take a practical, risk-based approach that focuses on what matters most for your specific business.

We start by understanding how your business operates: what PHI you handle, how it flows through your systems, and who has access. From there, we identify the gaps between your current state and HIPAA requirements, then work with you to close those gaps in a way that makes sense for your operations and budget.

Our goal is to make compliance manageable and sustainable—not a one-time project that gets forgotten. We provide clear documentation, practical training, and ongoing support to help you maintain compliance as your business grows.

Ideal For

Healthcare consultants, medical billing companies, insurance agencies handling health information, telehealth providers, mental health practices, home health agencies, and any business that creates, receives, maintains, or transmits Protected Health Information.

Schedule a Consultation

Free initial consultation to assess your compliance needs

Insurance Agent Business Services

Comprehensive startup and operational support for independent insurance agents. We help you establish the business foundation, professional presence, and technology infrastructure needed to succeed in Medicare, life insurance, and health insurance markets.

What We Provide

Business Entity Formation Guidance — LLC setup recommendations, registered agent considerations, and state registration guidance
Professional Web Presence — Custom website development that establishes credibility and generates leads
Email & Domain Configuration — Professional email setup with your business domain
Basic Cybersecurity Setup — Password management, secure communications, and data protection basics
Compliance Documentation Support — Help preparing documentation for carrier appointments
CRM & Workflow Recommendations — Tool selection and setup to manage your client relationships

Our Approach

Starting an insurance agency involves more than just getting licensed. You need a legitimate business entity, a professional presence that builds trust with prospects, and the operational infrastructure to manage clients effectively.

We work with agents at every stage—from those just starting out who need help with the basics, to established agents looking to professionalize their operations or scale their practice. Our services are modular, so you can engage us for exactly what you need.

As a veteran-owned business ourselves, we understand the entrepreneurial journey. We provide straightforward guidance without the upsells and jargon, helping you build a solid foundation for long-term success.

Ideal For

Independent insurance agents specializing in Medicare, Medicare Advantage, life insurance, and health insurance. Whether you're launching your first agency or looking to upgrade your existing business infrastructure, we can help.

Schedule a Consultation

Let's discuss how we can help you build or grow your agency