Senior Manager of Sales Operations
In the world of benefits brokerage, trust is everything. A rapidly growing firm we recently spoke to understands this better than most. Dealing with highly sensitive client information daily, this benefits broker knew they needed a robust email security solution to protect their clients' data and maintain the trust they work so hard to build.
So in 2020 - a pivotal year in history and data security - they turned to Virtru.
This brokerage is entrusted with sensitive client information, such as which insurance carrier they're using, which lines of coverage are attached (medical, dental, vision), and detailed information about employees' family members on the plan. They needed a solution that could ensure this important data could be received, and securely shared internally and externally when necessary, to maintain client confidentiality and trust.
"We needed something to make sure that any kind of email correspondence we sent or received had a little bit more security," said the Senior Manager of Sales Operations. "There's your basic security level that comes from Outlook or Gmail, but we needed something more secure."
With Virtru in place, the firm can confidently manage this sensitive information with the knowledge that it’s encrypted end-to-end. With its seamless integration with both Gmail and Outlook, Virtru provided the enhanced security the company needed without compromising on ease of use. "It's been easy to set up with Gmail and Outlook.”
The brokerage firm added Virtru to its data security stack in 2020, before the manager joined the team. Taking on the responsibility of securing newly onboarded team members for a quickly growing company, the manager found Virtru's setup process to be straightforward and user-friendly. This was especially important - as he has a full plate of responsibilities, serving as the administrator for the firm’s sales operations software, including Salesforce, Hubspot, and Salesloft. With such a broad range of responsibilities, he appreciates the ease of deploying and managing Virtru for the organization.
This organization is a hybrid Outlook-Gmail shop, so they needed a tool that could integrate with either system in a way that was equally functional.
"It honestly seems really easy," he noted. "And what was cool is in Gmail, as an admin, you can actually pre-install apps into the web browser. Virtru is one of those that I was able to preset without asking everyone to download the Chrome extension."
As an administrator for various systems, data security is always on the manager’s mind. "It's something that's consistently on my mind: How do we make the data secure? How do we make sure that we set up our systems in a way that not only makes it easy for the team to use but it gives them a sense of hey, this is set up a certain way, so you don't have to worry about security issues or anything like that," he emphasized.
With Virtru, this organization has the peace of mind they need, knowing that their client data is safe and secure.
As the manager put it, "If you're looking for an easy-to-use, streamlined, secure email platform, I would recommend Virtru, because it'll give you what you need and also that peace of mind that goes a long way." With Virtru by their side, this brokerage firm is poised for continued growth and success, secure in the knowledge that their clients' trust is well-placed.
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