Risk, Legal & Advisory

InsurTech Express is a curated technology and services hub for the life, health, and annuity insurance industry. We are not an advisory firm ourselves — we’re where carriers, MGAs, agencies, and advisors come to find, compare, and shortlist the risk management, cybersecurity, and legal advisory firms that help them manage exposure without building that expertise in-house.

The firms listed below advise on cybersecurity risk assessments and incident response planning, regulatory and legal compliance, data privacy and breach liability, and enterprise risk management strategy. We track this space closely so you don’t have to start from a blank search: each listing includes a short, plain-language description of what the firm advises on and who it’s typically built for, whether that’s a carrier’s compliance team, an MGA managing third-party vendor risk, or an agency navigating state-by-state licensing and data-security requirements. This page covers advisory and consulting services specifically — if you’re looking for compliance or licensing software instead, see our Licensing & Compliance Software page.

This page is for compliance, legal, risk management, and IT security leaders evaluating outside advisory support, as well as for advisory firms in this space who want to be discoverable by that audience.

Don’t see what you need? Contact us and we’ll help point you toward the right fit — or if you’re a provider who belongs on this page, reach out to be added.

FieldWatch provides AI-powered compliance monitoring and brand protection software built for insurance carriers, managing general agencies (MGAs), field marketing organizations (FMOs), brokerage general agencies (BGAs), insurance brokerage groups (IBGs), and insurance marketing organizations (IMOs) that need to monitor agent and producer activity at scale.

We help insurance companies detect compliance violations, unauthorized brand usage, misleading product representations, and regulatory risks across social media, websites and digital marketing channels — before those violations attract regulatory scrutiny or damage the brand relationships your distribution network depends on. FieldWatch gives insurance compliance teams the automated monitoring tools to stay ahead of agent and producer risk across the entire compliance lifecycle.

Whether you oversee 500 producers or 100,000, FieldWatch helps insurance organizations identify online compliance risks faster, document corrective actions more effectively, reduce regulatory exposure, and protect the reputation of both the carrier and its distribution partners.

EP helps your team to do more with less. Not every hire needs to be internal, and not every addition to the team means subtracting from the team.

EP’s core value is about unlocking deeper capabilities. EP unlocks capabilities you couldn’t afford to hire and train for internally. EP subsumes the cost and time to onboard reliable support staff. Each EP line of service presents a compelling reason that EP’s team can add to your current capabilities faster and more affordably.

TeamShield by Go Culture™ is an AI-driven Workforce Risk Prevention™ platform built to help carriers and employers identify early warning signals of workforce friction—before they escalate into EPL claims (e.g., harassment, discrimination, toxic culture, retaliation). It provides proactive monitoring plus actionable insights and portfolio-level risk scores that support risk-management and underwriting workflows, helping reduce claim frequency/severity, defense costs, and improve loss ratios and retention.

LexisNexis^® ThreatMetrix^® for Insurance is a crowdsourced repository of global digital transaction intelligence that combines offline behavior with online transaction insights to better confirm identities, prevent fraud and provide a seamless customer experience.

LexisNexis® Emailage® for Insurance is a powerful fraud risk scoring solution that reimagines fraud detection by utilizing email intelligence as a core risk identifier. By evaluating email address metadata points like domain details, email details, risk indicators and other personally identifiable data, Emailage ® delivers both decision data and a risk score that helps prevent fraud during various stages of the insurance process.

The new evolution of encryption technology: eliminate exposure without compromising performance.

Our clients trust Paperclip solutions to securely capture, transcribe, store, and exchange their most sensitive data, such as PII, PHI, NPI, and corporate IP. With more than three decades of customer-centric innovation, Paperclip is a proven strategic partner that continues to revolutionize the content supply chain for the insurance industry. 

Paperclip SAFE® Searchable Encryption: Paperclip SAFE is the only data encryption platform that works at the speed of business to optimize data security and protect revenue growth. The Paperclip ecosystem of solutions is powered by SAFE encryption technology to ensure data is protected throughout the insurance lifecycle.

Insurance Industry Recruiting Specialists – Since 1996

For 30 years, Questpro has been one of America’s leading insurance-exclusive staffing firms, providing flexible temporary, contract, and permanent talent solutions tailored to Carriers, Brokers, Reinsurers, TPAs, and InsurTechs. Backed by a dedicated Life & Annuity division, we leverage three decades of specialized industry expertise to fill urgent openings across all title levels, from staff roles to the C-suite, on both a contingency and retained basis.

Whether you are an Employer looking to hire top-tier insurance professionals or a Job Seeker ready to advance your career, Questpro is your premier industry partner.

RCG Valuation is a real estate advisory firm that helps insurance and financial services leaders unlock cash flow and improve after-tax returns through cost segregation and related asset studies. Their tech-enabled, CPA-friendly process accelerates data capture and documentation, making it easier for owners and finance teams to evaluate opportunities, reduce financial surprises, and support more confident capital planning.

Solvrays incorporates enterprise-grade compliance features including bank-level encryption, SOC2 and HIPAA compliance, full audit trails, and automated alerts for regulatory deadlines. This safeguards sensitive data and streamlines legal and compliance workflows.