[Free PDF] Agency Management System Security Questions Checklist

Vet your current agency management system (AMS) or a new one to ensure you're partnering with the right company. Use this checklist to cover all of the necessary security questions to keep your data safe and secure.  

Download the Checklist

Is your data secure?

Whether you're working remotely or from the office, you always want to ensure the technology you're using is following the best security practices.

Regardless if you're looking into a new system or want to thoroughly vet your current solution, this checklist is made to help you find peace of mind. It covers key terms and definitions, the four major categories of security questions, and a checklist for each to help you do your due diligence. The four categories covered are:

  • Data Privacy & Ownership
  • Data Housing & Security
  • Software Maintenance
  • Vendor Research

Use the insight you gain from these questions to make sure the company you're considering can keep you secure and is the right fit for you. 

Download the PDF now!

Which questions does this checklist cover?

There are many questions for things like:

  • SOC II Type 2
  • Data encryption
  • Hosting services & cloud-based capabilities
  • Security monitoring processes

What type of technology can I use this for?

Although these questions are more geared toward management software like an agency management system or generic CRM solution, you can use them for any software. The questions cover everything from data and document storage to access, encryption, and more.

Do you have more content about security?

Yes! We hosted a webinar about common security terms, questions to ask your vendor, and how you can follow best security practices! Watch The Nitty Gritty Security Questions You Must Ask + Security Best Practices on-demand webinar to learn more security tips!