Insurance Provider Strengthens Security Posture with Microsoft 365 and Advanced Threat Protection

Teceze deployed Microsoft 365 E5 with Purview data governance and automated threat detection for a leading insurance and reinsurance firm, protecting 40K+ users while enabling secure broker collaboration. Results: 99.2% threat blocking, 70% phishing reduction, and GDPR full compliance.

About the Client

Insurance Group is a leading global insurance and reinsurance company managing sensitive customer data across 30+ jurisdictions. The firm operates a complex partner ecosystem including brokers, agents, and external counsel requiring secure, frictionless collaboration. Regulatory requirements—GDPR, SOX, CCPA—demand rigorous data protection and audit trails. The organization must balance security with business agility, protecting intellectual property while enabling broker network innovation.

At a glance

Industry
Insurance & Reinsurance
Headquarters
Global operations across 30+ jurisdictions
Products & services
Insurance underwriting, reinsurance, risk management, broker services
Challenge
Strict data protection regulations, need for secure external collaboration, legacy file shares with inconsistent permissions, phishing vulnerability exposure

Success highlights

  • 40K+ Users protected
  • 99.2% Threats blocked
  • 70% Phishing reduction
  • GDPR Fully compliant
  • 100% Sensitivity labeling adoption

The challenge

Corporate meeting

Security and compliance at global scale: protecting customer data while enabling collaboration

The bottleneck: legacy security infrastructure with blind spots and manual compliance workflows

Insurance Group operated with security perimeter defenses but lacked visibility into content-level threats. Phishing attacks remained a constant risk, legacy file shares had orphaned permissions, and compliance reporting was manual and labor-intensive. The organization needed modern threat detection integrated with governance—not as separate tools, but as a unified platform.

The engagement demanded implementing advanced threat protection across email and collaboration, establishing automated data classification and protection policies, enabling secure external sharing with audit trails, reducing phishing vulnerability through user training and technical controls, and automating compliance reporting to meet GDPR, SOX, and CCPA requirements.

Our approach

Microsoft 365 E5 with Purview governance and AI-driven threat detection

Teceze implemented a unified security and governance platform: Microsoft 365 E5 with Defender for Office 365, Microsoft Purview for data governance and classification, automated sensitivity labeling, Safe Links and Safe Attachments for email security, and advanced analytics for insider risk detection.

From legacy perimeter security to content-aware threat protection, the transformation included:

Advanced threat protection with AI-driven detection

Defender for Office 365 with campaign views, detonation sandboxes, and machine learning-driven phishing detection. Real-time protection against zero-day exploits and business email compromise.

Automated data classification and sensitivity labeling

Purview automatic labeling based on content inspection and policy triggers. Sensitivity labels enforce encryption, access restrictions, and audit logging on sensitive data automatically.

Secure external collaboration with broker network

Conditional access policies enabling brokers and external counsel to securely access files without compromising data residency or compliance posture. Audit trails for all external access.

Customer lockbox for data protection

Customer Lockbox policies ensuring any Microsoft support access to Insurance Group data requires explicit approval, meeting customer contractual and regulatory requirements.

Governance and Reporting Cadence

For a regulated financial services firm managing sensitive customer data, security and compliance governance is non-negotiable. A layered governance model keeps threats visible and ensures audit readiness:

Cadence Forum Focus
Daily Security stand-up Threat detections, incident response, anomalous access patterns
Weekly Threat review Campaign analysis, phishing trends, user education gaps
Monthly Governance call Compliance metrics, label adoption, data classification coverage
Quarterly Business review Program health, regulatory posture, emerging threats, cost optimization
The Results: January to August 2026

8 months in: Advanced security and full compliance across all jurisdictions

40K+ Users protected
99.2% Threats blocked
70% Phishing reduction
100% Sensitivity labeling adoption on sensitive data
ZeroData protection incidents or regulatory breaches
24/7Automated threat detection with sub-minute response

What the client says

“Security cannot be a speed bump for the business. Teceze understood that we need to protect customer data without making brokers and partners feel like they are working through compliance theater. The automated labeling and threat detection means we are secure by default, not secure by bureaucracy. Eight months in, the phishing metrics speak for themselves, and auditors are satisfied.”

— Insurance Group Chief Information Security Officer

Delivery partnership

How Teceze Executes on This Engagement

The engagement is delivered by Teceze as the primary security and governance partner. Teceze provides Microsoft 365 E5 architecture, Purview configuration and policy development, threat detection tuning, compliance reporting automation, insider risk management setup, security awareness training design, and ongoing threat intelligence integration.

Looking ahead

Sustaining protection and expanding into advanced scenarios

With the first 8 months establishing proven threat visibility and compliance, focus shifts to advanced detection capabilities and cost optimization.

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