Hatcher Insurance – Managed IT Services

Client Name: Hatcher Insurance

Client Location: Orlando, FL

Company Size: 25 employees

Client Website: https://hatcherins.com

Who is Hatcher Insurance: 

As a full-service insurance brokerage, including property & casualty, surety bonding, personal lines, employee benefits, life, and PEO solutions – Hatcher is a dedicated team of insurance professionals ready to assist you with any risk management needs.

What was the Challenge: 

With only 25 employees, this long-standing Hatcher Insurance company might have a small staff, but its technology footprint is significant. As an insurance provider, they rely very heavily on their IT systems since any downtime would be extremely costly not just in lost revenue, but also lost productivity and client dissatisfaction.

In 2021, Hatcher Insurance was looking to refresh its existing systems. Their original system was built to be fast and redundant, but it was very costly to maintain, the equipment was getting old, and the configuration needed to adapt to modern standards. Hatcher Insurance experienced many challenges related to the management and maintenance of this system that was difficult to control, including several power and Internet outages. They knew the system would need to be replaced and it was their priority to get the technology physically out of their office.

What was our solution: 

Kavaliro helped Hatcher Insurance develop a strategic plan to consolidate its system and migrate it to Microsoft Azure. Several conceptual designs were reviewed with them to outline what their next system could look like. As Kavaliro gained more institutional knowledge about their workflow, challenges and objectives, these designs were further refined and finalized, and execution began on the strategic plan.

Initially, their Exchange solution was migrated to Office 365 and several Windows 7/8 computers were replaced and upgraded to Windows 10. As an Insurance provider handling sensitive information, the company must adhere to strict compliance regulations, so the solution was designed to ensure that they would meet these requirements. To fortify security measures, Kavaliro implemented specific access controls to protect the Office 365 platform from unwanted access that included SSO/MFA enablement.

As Kavaliro worked through moving their system to a more modern platform, we advised the Client to assess different Cloud SaaS options to host some of their applications. However, due to very specific requirements, and in order to meet both security and hosting goals, Kavaliro designed an Azure & MS Teams Solution that would containerize and make it easier to manage and remain compliant. All Line-of-Business applications that were previously hosted on local servers would be moved to the Azure environment as well.

Simultaneous to the application migration, Kavaliro designed and deployed an Azure Cloud environment to host the client’s domain, print and file servers. While this solution was in Azure, Kavaliro still designed it to include appropriate backups and disaster recovery solutions. The move to the Azure cloud was also seamless because the Azure environment was built and tested while the staff utilized their on-premise system.

Prior to the Cloud deployment, Kavaliro made some improvements to the client’s local core infrastructure and Wide-Area-Network to ensure that their network would be robust and sufficient to support the Cloud system. Additionally, point-to-site VPNs were deployed to ensure an easy and consistent connection to the Cloud environments.

Results:

• Now that the migration has been completed, the staff’s experience has been positively impacted by Hatcher Insurance’s migration to the cloud. They now have the flexibility to work from anywhere and productivity has greatly improved.
• Employee satisfaction with technology has greatly improved as they now enjoy a positive technology experience.
• Had they decided to stick with a locally hosted solution, the client would have had to spend around $100,000+ in capital investment to replace, configure, and deploy the hardware. Migrating to the Cloud helped the organization save money by eliminating the need to purchase hardware and software.
• The feedback Kavaliro has received from Hatcher Insurance Partners has been outstanding, and Kavaliro was happy to be a part of a solution to make their environment more conducive to today’s business needs.

Client Quote: 

“Preston and Matt, on Kevin’s Team, were knowledgeable and communicative. Preston, in a very disciplined manner, worked through several processes to identify the issues and make needed corrections. He was thorough, and from the perspective of a non-technical person, prompt and professional and technically more than competent.”

– Cory, Partner – Hatcher Insurance