100% Remote • Australia-Ready

IT/Web/Tech Support for Insurance & Insurance Broking

Remote IT, web support, CRM connections, and digital workflow support for Australian insurance businesses. Direct software engineering, quote form troubleshooting, renewal notification automation, and domain security for Australian insurance brokers.

View Support Plans (from A$199/mo) → Request Tech Consultation

Sunrise Exchange / WinBEAT • Renewal Notice Pipelines • 24–48 hr SLA • A$50/hr Overflow

Practice Context

Solving Insurance Technology Bottlenecks

Insurance broking firms and underwriting agencies operate with renewal cycles, policy schedules, and client communications across multiple digital tools. We provide ongoing technical support to keep websites updated, fix intake forms, maintain CRM connections, and ensure reliable email communication.

Insurance businesses require reliable digital systems without the high fixed overhead of hiring an internal IT employee. Remote technical support provides senior expertise on an ongoing, practical basis.

How Our Engineering Desk Helps

✓ Maintain and update broker websites, quote forms, and claims submission tools
✓ Connect and troubleshoot data synchronization between web forms, CRMs, and policy systems
✓ Configure and audit email authentication (SPF, DKIM, DMARC) for reliable renewal delivery
✓ Automate recurring renewal reminder triggers and notification workflows
✓ Manage user accounts, permissions, MFA setup, and backup schedules
✓ Investigate and resolve operational technology glitches for insurance staff

Insurance Ecosystem

Typical Integrations & Practice Workflows

Our engineers connect, maintain, and troubleshoot core insurance quote tools, CRMs, and email pipelines.

Policy & Broker Systems

Data handoffs and client synchronisation across Applied Epic, WinBEAT, and Sunrise Exchange.

Online Quote & Claims Intake

Interactive web quote request forms and claims lodgement tools connected to internal ticketing.

Renewal Notification Triggers

Automated 60/30/14-day renewal reminder sequences dispatched via email and SMS.

Premium Funding & Payments

Integration with Ezidebit direct-debit and Stripe invoice payment reconciliation.

Policy Schedule Execution

Annature and DocuSign compliant workflows for policy acceptance and duty-of-disclosure sign-off.

Operational Troubleshooting

Common Technology Glitches in Insurance Firms

Real friction points encountered by Australian insurance brokers and agencies resolved by our technical desk.

Online quote request forms and claims intake pages encountering submission errors.

Resolution: Debug client-side validation scripts, repair API endpoints, and ensure fail-safe email copy backups.

Disconnections between website leads and insurance CRM or underwriting platforms.

Resolution: Re-authenticate API credentials, repair webhook payloads, and implement automated error logging.

Critical renewal notices and policy schedules landing in client spam folders.

Resolution: Enforce strict SPF, DKIM, and DMARC alignment and resolve reverse-DNS lookup misconfigurations.

High manual administrative effort required to compile and dispatch renewal reminder packs.

Resolution: Set up automated CRM workflows that pull policy data, generate PDF schedules, and dispatch reminders.

Inconsistent cloud access permissions and lack of MFA enforcement across staff accounts.

Resolution: Audit Microsoft 365 / Google Workspace tenant security policies and enforce mandatory 2FA.

Frequently Asked Questions: Insurance & Broking

Clear information regarding insurance systems, renewal deliverability, support retainers, and regulatory boundaries.

Do you offer insurance broking or advisory services? +

No. We are strictly an IT, web, and technology support provider. We help with your website, systems, email, integrations, and digital workflows.

✓ Pure technical execution under broker direction.
✓ Zero insurance product advice or underwriting liability.
✓ Secure handling of policy document delivery pipelines.

Can you help ensure our renewal emails don't get marked as spam? +

Yes. We audit and configure your domain's SPF, DKIM, and DMARC records, verify mail server settings, and troubleshoot deliverability issues.

✓ DMARC policy enforcement to prevent domain spoofing.
✓ Custom DKIM signing keys across transactional and marketing email platforms.
✓ Reputation monitoring across major Australian ISP mail systems.

Empower your insurance brokerage with dedicated technical support.

Plans start from A$199/month with 50% rollover protection and pre-approved A$50/hr overflow rates.

View Plans & Retainer Rates → Speak with Us

Important Regulatory & Service Disclaimers

Infrastructure & Custody Notice: Infrastructure & Custody Notice: MCR Global provides remote web engineering, systems integration, API connectivity, email/DNS administration, and technical maintenance services as an independent external technical provider. MCR Global does not take ownership or custody of client CRM databases, proprietary customer records, or domain assets. All scripts, integrations (e.g., Xplan, Xero, HubSpot), and DNS configurations are deployed within client-controlled tenants under delegated administrative permissions. The client practice retains ultimate administrative control and responsibility for final deployment approvals and software licensing.

Non-Provision of Regulated Advice: We do not provide financial advice, financial product advice (general or personal), Australian Financial Services Licensing (AFSL) services, credit assistance or Australian Credit Licensing (ACL) services, legal counsel, or formal accounting and taxation advice. Any technological configuration or integration is implemented purely under client direction and operational scope.

Trademark Disclaimer: All third-party product names, logos, registered trademarks, and brand references (including but not limited to Xero, MYOB, QuickBooks, NetSuite, Stripe, Ezidebit, Airwallex, Iress Xplan, AdviserLogic, PractiFi, Class Super, BGL, Microsoft 365, and Google Workspace) are the property of their respective trademark holders. Reference to them on this website does not imply any affiliation, sponsorship, endorsement, or commercial association.