Case Studies
Real technology results for agencies and organizations that depend on secure, reliable IT.
See how SMART Services helps organizations strengthen cybersecurity, move to the cloud, support growth, improve operations, and build long-term technology strategies with confidence.
20 Years of Trusted IT Support for Action Insurance Services
- Independent Insurance
Since 2004, Action Insurance Services has relied on SMART Services for full-service IT support, infrastructure management, cybersecurity, and compliance readiness.
- Managed daily IT operations and desktop support
- Implemented myAGENCYcloud for secure remote access
- Added MFA, dark web monitoring, phishing simulations, and vulnerability assessments
- Supported backups, compliance readiness, and long-term technology planning
Action Insurance gained a reliable technology partner that supports daily operations, protects client data, and gives the agency freedom to focus on serving its clients.
SMART IT Services has been a true extension of our team for over 20 years.
Building a Stronger Cybersecurity Foundation with Security+
- Insurance
Johnson Insurance Services adopted Security+ to strengthen cybersecurity, improve compliance readiness, and build better security awareness across the agency.
- Rolled out MFA across users
- Added dark web monitoring and monthly vulnerability assessments
- Implemented email encryption and archiving through Mail Defense
- Provided cybersecurity awareness training and simulated testing
- Added SOC-based threat monitoring
Two years in, Johnson Insurance has not experienced a single security event and has built a stronger culture of cybersecurity awareness.
Security+ gave us exactly what we needed: confidence.
10 Years of Growth and Efficiency with myAGENCYcloud
- Insurance
Johnson Insurance Services partnered with SMART Services to modernize its technology, replace aging infrastructure, and support long-term agency growth.
- Replaced on-premise servers with a cloud-based environment
- Enabled secure access to desktops, agency systems, and files from anywhere
- Managed licensing, updates, desktop support, backups, and performance
- Provided predictable monthly IT costs
Johnson Insurance gained a stable, scalable technology foundation that supports remote access, operational efficiency, and long-term growth.
myAGENCYcloud gave us speed, flexibility, and the freedom to grow without being held back by our technology.
20 Years of Innovation and Trust with SMART Services
- Association, Insurance Programs
For more than 20 years, SMART Services has supported MDA and its subsidiaries with secure, efficient, and forward-looking technology solutions.
- Designed IT infrastructure for a new facility
- Supported cabling, wireless infrastructure, disaster recovery, and secure server configurations
- Implemented Security Plus in 2023
- Added MFA, phishing simulation, dark web monitoring, email encryption, archiving, and vulnerability assessments
- Supported Smart AI Foundation adoption
MDA strengthened its cybersecurity posture, improved operational resilience, and began adopting AI-driven automation and business insights.
SMART Services doesn’t just react to problems. They anticipate them.
A Decade of Growth Backed by SMART Services
- Insurance
Newaygo Insurance Agency has worked with SMART Services for over ten years, growing from a small team into a larger agency with expanded office space.
- Supported growth from 7–8 people to over 20 employees
- Implemented myAGENCYcloud
- Managed VoIP communications
- Provided strategic consulting and ongoing IT support
Newaygo was able to grow confidently while SMART Services kept technology stable, scalable, and easy to manage.
SMART I.T. Services has been with us every step of the way.
A Trusted IT Partnership with Sovis Insurance Agency
- Insurance
Since 2004, Sovis Insurance Agency has trusted SMART Services as its dedicated IT partner, relying on myAGENCYcloud and responsive support to keep operations moving.
- Implemented myAGENCYcloud
- Supported cloud service during the COVID transition
- Assisted with Vertafore Online
- Provided 24/7 support, vendor management, backups, and secure access
- Maintained compliance-focused infrastructure
Sovis remains agile, protected, and positioned for long-term success with a technology environment built around reliability and trust.
SMART has always come through for us.
Strengthening Security at Nickel & Saph, Inc.
- Insurance
Since 2003, Nickel & Saph has partnered with SMART Services to strengthen cybersecurity and adapt to the changing technology landscape.
- Implemented Security+
- Provided cybersecurity training
- Delivered layered protection and proactive monitoring
- Supported compliance-focused controls
- Kept security practices updated as threats evolved
Nickel & Saph gained confidence that its systems and client data are protected through a long-term, proactive cybersecurity partnership.
The Security+ program from SMART I.T. Services has given us confidence that our systems are monitored and updated to meet today’s challenges.
Supporting Multi-Location Growth with myAGENCYcloud
- Financial Services, Insurance
The Huttenlocher Group is a long-time SMART Services client with 85 employees and 5 locations.
- Supported the agency for 15+ years
- Completed a rushed migration to myAGENCYcloud at the start of COVID
- Supported multiple agency acquisitions
- Helped convert and merge acquired agencies into Huttenlocher’s database
- Managed ongoing network support without in-house IT
Huttenlocher was able to support multiple locations, integrate acquisitions, and maintain stable operations through a major technology transition.
Modernizing Agency Operations with myAGENCYcloud and AMS360
- Insurance
Iott Insurance Agency is a 20+ year SMART Services customer with 24 employees and 3 locations.
- Migrated Iott to myAGENCYcloud in 2017
- Supported AMS360 in-house before later migration to AMS360 Online
- Managed ongoing network support
- Provided IT management without in-house IT
Iott gained a managed cloud environment and ongoing IT support that allowed the agency to modernize systems while staying focused on operations.
Supporting Agency Acquisitions and Multi-Location Growth
- Insurance
Peterson McGregor and Associates works across 5 locations with 55 employees and has relied on SMART Services to support agency growth and acquisition activity.
- Migrated Peterson to myAGENCYcloud in 2015
- Supported several agency acquisitions
- Converted and merged acquired agencies into Peterson’s database
- Moved operations into a private myAGENCYcloud environment
- Managed the network without in-house IT
Peterson gained a scalable cloud environment that supports multiple locations, acquisition integration, and ongoing operational stability.
Want Similar Results for Your Organization?
SMART Services helps agencies and organizations modernize their technology, strengthen cybersecurity, and build IT environments that support long-term growth.