Insurance IT Success with Microsoft 365 Collaboration
SITUATION
Legacy Brokers, a growing insurance organization, needed a more strategic approach to technology management. The company faced ongoing challenges related to IT consistency, employee training, documentation, and technology adoption. Leadership also recognized they were not fully utilizing the capabilities included with their Microsoft 365 licensing investment.
Purpose Technology Group began by partnering with Legacy Brokers to better understand its business goals, workflows, and long-term technology needs. The objective was to create a more reliable, secure, and collaborative technology environment that would support employee productivity while improving operational efficiency.
As planning was underway, the COVID-19 pandemic created an urgent need for a rapid transition to remote work. Legacy Brokers required a trusted IT partner that could quickly implement solutions to keep employees connected, productive, and secure without disrupting daily operations or client service.
SOLUTION
Purpose Technology Group conducted a comprehensive IT assessment to identify opportunities for improvement and develop a roadmap for modernization. The team migrated Legacy Brokers from its legacy email platform to Microsoft 365, providing a more secure and integrated communication experience.
To improve file management and collaboration, PTG implemented Microsoft OneDrive and SharePoint, giving employees secure access to documents from any location while supporting real-time collaboration across teams. These solutions enabled centralized file storage, improved version control, and streamlined access to critical business information.
When the company's workforce needed to transition to remote work, PTG acted quickly to ensure business continuity. The team established secure VPN connectivity, installed and configured a VPN router, procured and prepared hardware, configured essential business applications, and provided guidance to help employees successfully set up their workstations at home.
PTG also expanded Legacy Brokers' use of Microsoft Teams by creating team-specific workspaces and secure private channels. These enhancements improved communication, simplified collaboration, and enabled secure file sharing with external agents while maintaining privacy, compliance, and access controls.
According to Legacy Brokers CEO Rick Finfera:
“Having the ability to reach them in real time was everything. They moved at the pace I wanted to move. Everything, from start to finish, it’s been one team. It’s been seamless.”
RESULTS
Purpose Technology Group helped Legacy Brokers seamlessly deploy the collaboration and remote work technology needed to keep its business operating during a period of significant disruption. Within just a few days, employees were equipped with the tools, connectivity, and training necessary to work effectively from home.
Today, Legacy Brokers uses Microsoft 365, Microsoft Teams, SharePoint, and OneDrive to support secure communication and collaboration across the organization. Employees can participate in video meetings, share and edit documents in real time, access business-critical systems remotely, and collaborate efficiently regardless of location.
Beyond implementation, Purpose Technology Group continues to serve as a proactive technology partner, helping Legacy Brokers identify opportunities for improvement, address emerging challenges, and maintain a reliable IT environment. The result is a stronger technology foundation, improved employee productivity, and greater confidence in the organization's ability to adapt and grow.
