Global Insurance Group Establishes Secure Collaboration with Advanced Threat Protection

Teceze deployed Microsoft Purview stack across 40,000 users in 60 countries, achieving 99.2% threat blocking, 70% phishing reduction, GDPR full compliance, and enabling secure broker collaboration while protecting sensitive customer data across regulated insurance operations.

About the Client

A top 10 global insurance and reinsurance company handling sensitive customer data across 40,000 employees in 60 countries. The organization required secure, GDPR-compliant collaboration while enabling broker and partner interactions across regulated markets.

At a glance

Industry
Global Insurance & Reinsurance
Headquarters
Global Operations (60 countries)
Products & services
M365 E5 Deployment, Purview Stack, Advanced Threat Protection, Sensitivity Classification, eDiscovery & Compliance
Challenge
Strict data protection regulations across multiple jurisdictions, 18% annual phishing vulnerability, legacy file shares with inconsistent permissions, need for secure external broker collaboration

Success highlights

  • 99.2% threats blocked (advanced threat protection)
  • 70% reduction in phishing incidents
  • 100% GDPR compliance with zero audit findings
  • 4.2 hours/week saved per employee through secure collaboration
  • 85% reduction in data spillage incidents

The challenge

Corporate meeting

Data Protection Complexity in Heavily Regulated Environment

The constraint: Strict multi-jurisdiction regulations, legacy file shares, phishing vulnerability, broker collaboration risk

The insurance group faced critical compliance and security challenges across a heavily regulated global business. Strict data protection regulations, including GDPR, HIPAA, and local laws across multiple jurisdictions, required granular access controls, while sensitive customer data, including claims, health information, and financial records, was at risk from phishing and insider threats. Legacy file shares with inconsistent permissions compounded the exposure across 60 countries.

Phishing vulnerability was acute, with 18% of employees falling victim annually and incidents costing $2.3M in response, while the organization also needed a way to support secure external collaboration with thousands of brokers.

Our approach

Full Purview Stack Deployment with AI-Powered Threat Protection

Teceze implemented a comprehensive security and governance solution layering multiple Purview capabilities to protect sensitive data and enable secure collaboration. The engagement required careful orchestration of threat protection, data classification, compliance automation, and partner access frameworks across 60 countries with varying regulatory requirements. By deploying AI-driven threat detection, automated information classification, and zero-trust collaboration policies, we transformed the insurance group’s ability to protect customer data while maintaining business agility and partner connectivity.

From challenge to transformation, the solution included:

Phase 1: Threat Protection Implementation (Weeks 1–6)

Deployed Safe Links, Safe Attachments, and advanced threat analytics. Enabled AI-driven email filtering with real-time URL detonation and spoofing prevention.

Phase 2: Information Protection & Classification (Weeks 7–14)

Configured sensitivity labels with automatic classification rules for customer data, health information, and financial records. Deployed DLP policies.

Phase 3: Governance & Compliance (Weeks 15–22)

Implemented records management and retention policies aligned to regulations by country. Configured eDiscovery for GDPR requests and audit dashboards.

Phase 4: External Collaboration Framework (Weeks 23–26)

Deployed secure guest access with label-based restrictions. Built broker B2B portal with conditional access policies and training.

Governance and Reporting Cadence

Operational transparency and stakeholder alignment are critical to program success. A layered governance model keeps threat posture and compliance status visible across all 60 countries:

Cadence Forum Focus
Weekly Security Threat Review Incident management, threat intelligence, phishing metrics
Bi-Weekly Compliance Dashboard Review Classification effectiveness, DLP performance, audit evidence
Monthly Business & Compliance Review Broker incidents, user adoption, training effectiveness
Quarterly Regulatory Audit & Steering GDPR compliance, regulatory changes, risk assessment
The Results

The Deployment Transformed Security and Compliance Posture

99.2%Threats Blocked
70%Phishing Reduction
100%GDPR Compliance
99.2%Of malware and phishing threats blocked by advanced threat protection
70%Reduction in successful phishing incidents, removing the primary insider threat vector
100%GDPR compliance with zero audit findings across all 60 jurisdictions, alongside an 85% reduction in unauthorized data sharing

What the client says

“Data protection and regulatory compliance are existential to our business. The Purview deployment by Teceze has transformed our security posture. Our teams can now focus on serving customers confidently.”

— Chief Information Security Officer, Global Insurance Group

Delivery partnership

How Teceze Executes on This Engagement

Teceze managed full Purview stack deployment: threat protection, information classification, compliance automation, and broker collaboration framework.

Looking ahead

Post-engagement Value and Ongoing Partnership

The insurance group accelerates secure operations through AI-powered threat protection and compliance. Teceze established intelligent threat orchestration enabling security teams to detect and respond to emerging threats instantly across 40,000 globally distributed users. Regulatory compliance collaborations benefit from automated classification and audit workflows while maintaining compliance with evolving data protection regulations across 60 countries. The organization leverages security infrastructure elasticity to support emerging risk scenarios, reducing threat response cycles from hours to minutes and enabling innovative broker collaboration models.

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