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You can find all tools in this space inside our Email Security & Anti-Phishing Tools category. Other Software products for Insurance Professionals.

Other Software products for Insurance Professionals.

Email Security & Anti-Phishing Tools for Insurance Agents
Albert Richer

Insurance agents face constant exposure to sophisticated phishing campaigns targeting sensitive client data and financial credentials, making email security a critical operational necessity rather than an optional safeguard. Proofpoint Cybersecurity for Financial Services addresses high-stakes environments where regulatory compliance failures carry severe penalties, though its enterprise pricing often requires significant budget justification for smaller agencies. If your agency handles high-volume client communications with complex attachment screening needs, Sophos Anti-Phishing Solution's perfect malware detection rate with zero false positives ensures legitimate policy documents and claims materials flow uninterrupted. KnowBe4 Anti-Phishing Suite excels at transforming staff vulnerability through comprehensive phishing simulations that mimic real insurance-targeted attacks, but critical incident response tools require separate licensing that increases total ownership costs. For agencies prioritizing seamless deployment without extended downtime, INKY Anti-Phishing Solutions integrates with Microsoft 365 environments in under five minutes compared to 45 minutes for Google Workspace implementations. Barracuda Phishing Protection's automated post-delivery remediation removes threats from employee mailboxes without manual intervention, preventing agents from inadvertently accessing malicious content during busy client interaction periods, though license reconciliation creates administrative friction. Insurance agents face constant exposure to sophisticated phishing campaigns targeting sensitive client data and financial credentials, making email security a critical operational necessity rather than an optional safeguard.

Similar Categories
1
Expert Score
9.7 / 10
714
51
USER-FRIENDLY SETUP

Eye Security Anti-Phishing Tool

Eye Security Anti-Phishing Tool
View Website
Eye Security's Anti-Phishing Tool is a must-have for insurance agents who rely heavily on Microsoft 365. It protects them from phishing attacks by detecting fake logins, which are prevalent in the insurance industry, and warns employees before they fall victim. The tool's easy setup makes it accessible even to those without extensive technical knowledge.
Eye Security's Anti-Phishing Tool is a must-have for insurance agents who rely heavily on Microsoft 365. It protects them from phishing attacks by detecting fake logins, which are prevalent in the insurance industry, and warns employees before they fall victim. The tool's easy setup makes it accessible even to those without extensive technical knowledge.
USER-FRIENDLY SETUP

Best for teams that are

  • European SMEs using Microsoft 365 for email
  • Businesses seeking a free tool to detect fake login pages
  • Companies interested in bundled cyber insurance offerings

Skip if

  • Large enterprises requiring a full-suite secure email gateway
  • Organizations not using Microsoft 365

Expert Take

Our analysis shows that Eye Security's Anti-Phishing Tool takes a refreshingly innovative approach to credential theft by modifying the login page itself rather than just filtering emails. Research indicates this method is particularly effective against modern 'Adversary-in-the-Middle' attacks like EvilProxy that often bypass standard MFA. Based on documented features, its ability to inject visual warnings directly into the browser via Microsoft Entra makes it a powerful, lightweight, and completely free layer of defense for Microsoft 365 environments.

Pros

  • 100% free for Microsoft 365 users
  • Protects against advanced EvilProxy attacks
  • Extremely fast setup via Entra ID
  • No complex IT infrastructure required
  • Real-time visual warnings for employees

Cons

  • Limited to Microsoft 365 environments
  • Does not scan or block emails
  • Relies on user noticing visual cues
  • Reporting capabilities are limited
  • No protection for non-Microsoft logins
2
Expert Score
9.7 / 10
484
160
INSURANCE-SPECIFIC
ADVANCED THREAT BLOCK

Proofpoint Cybersecurity for Financial Services

Proofpoint Cybersecurity for Financial Services
View Website
Proofpoint is a comprehensive cybersecurity solution tailored for the financial services and insurance industry. It offers robust protection against cyber threats such as ransomware, phishing, and digital fraud. Its industry-specific design caters to the unique regulatory and security needs of financial and insurance firms, providing peace of mind in a high-risk digital landscape.
Proofpoint is a comprehensive cybersecurity solution tailored for the financial services and insurance industry. It offers robust protection against cyber threats such as ransomware, phishing, and digital fraud. Its industry-specific design caters to the unique regulatory and security needs of financial and insurance firms, providing peace of mind in a high-risk digital landscape.
INSURANCE-SPECIFIC
ADVANCED THREAT BLOCK

Best for teams that are

  • Financial institutions requiring strict regulatory compliance
  • Large enterprises with dedicated security teams for granular control
  • Organizations needing deep threat intelligence and data retention

Skip if

  • Small businesses with limited IT staff or budget
  • Teams seeking a simple 'set and forget' solution

Expert Take

Our analysis shows Proofpoint stands out for financial institutions due to its specialized 'Intelligent Supervision' capabilities, which research indicates can reduce compliance review noise by up to 66%. Unlike generic security tools, it offers deep visibility into 'Very Attacked People' (VAPs), allowing firms to protect high-value targets from sophisticated fraud. Based on documented adoption by 83% of the Fortune 100, it is the de facto standard for enterprises prioritizing regulatory compliance alongside threat defense.

Pros

  • Trusted by 83% of Fortune 100
  • Reduces compliance false positives by 66%
  • Stops 95M BEC attacks annually
  • Specialized FINRA and SEC supervision tools
  • Identifies 'Very Attacked People' (VAPs)

Cons

  • Steep learning curve for DLP features
  • Disjointed interface across multiple dashboards
  • Premium pricing model is expensive
  • Complex configuration requires dedicated staff
  • Enterprise pricing is not transparent
3
Expert Score
9.6 / 10
436
157
SEAMLESS INTEGRATION
COMPLIANCE SUPPORT

KnowBe4 Anti-Phishing Suite

KnowBe4 Anti-Phishing Suite
View Website
KnowBe4 provides insurance agents with a comprehensive tool to combat phishing threats. Its AI-driven platform focuses on Human Risk Management, creating an adaptive defense layer that fortifies the company's email security. The software excels in identifying personalized phishing emails, a prevalent threat in the insurance industry.
KnowBe4 provides insurance agents with a comprehensive tool to combat phishing threats. Its AI-driven platform focuses on Human Risk Management, creating an adaptive defense layer that fortifies the company's email security. The software excels in identifying personalized phishing emails, a prevalent threat in the insurance industry.
SEAMLESS INTEGRATION
COMPLIANCE SUPPORT

Best for teams that are

  • Organizations prioritizing security awareness training and simulations
  • Security teams needing to automate triage of user-reported emails
  • Companies wanting to build a 'human firewall' culture

Skip if

  • Companies seeking a standalone inline secure email gateway
  • Organizations that do not want to involve end-users in threat detection

Expert Take

Our analysis shows KnowBe4 stands out primarily for its FedRAMP Moderate authorization, a trust signal that few competitors match. Research indicates the 'ModStore' is likely the largest in the industry, offering unparalleled variety for global teams. Based on documented features, the combination of transparent pricing and enterprise-grade compliance makes it a safe, scalable choice for organizations prioritizing regulatory adherence.

Pros

  • FedRAMP Moderate Authorized
  • Massive 1,300+ item library
  • Transparent public pricing tiers
  • AI-driven phishing simulations
  • 70,000+ customer base

Cons

  • PhishER is an extra cost
  • Repetitive content complaints
  • Full library requires Diamond tier
  • Limited customization in lower tiers
  • Add-ons increase total cost
4
Expert Score
9.5 / 10
407
47
EMPLOYEE TRAINING

Sophos Anti-Phishing Solution

Sophos Anti-Phishing Solution
View Website
Sophos's Anti-Phishing solution is an excellent tool for insurance agents, addressing their specific need for robust email security against phishing attacks. It combines educational resources, pre/post-delivery protection, and endpoint security to guard against malicious content, keeping sensitive insurance data safe and secure.
Sophos's Anti-Phishing solution is an excellent tool for insurance agents, addressing their specific need for robust email security against phishing attacks. It combines educational resources, pre/post-delivery protection, and endpoint security to guard against malicious content, keeping sensitive insurance data safe and secure.
EMPLOYEE TRAINING

Best for teams that are

  • Existing Sophos Central users wanting unified security management
  • SMBs to mid-market companies needing an all-in-one platform
  • Teams wanting synchronized security between email and endpoint

Skip if

  • Buyers wanting a standalone tool without platform lock-in
  • Micro-enterprises sensitive to higher costs for advanced features

Expert Take

Our analysis shows Sophos Email Advanced stands out by effectively commoditizing user awareness training, bundling its 'Phish Threat' simulation tool directly into the license at no extra cost. Research indicates it pairs this value with top-tier efficacy, achieving a verified 100% block rate in recent Virus Bulletin tests. It is an ideal choice for organizations already invested in the Sophos ecosystem, leveraging native XDR integrations to unify email and endpoint security.

Pros

  • 100% VBSpam block rate (June 2024)
  • Includes Phish Threat training free
  • Unified Sophos Central management
  • Native MDR and XDR integration
  • Time-of-click URL protection

Cons

  • Heuristic filtering misses reported
  • Reporting logs lack clarity
  • Restricted admin settings
  • Support can be slow/complex
5
Expert Score
9.2 / 10
354
135
REAL-TIME PROTECTION
COST-EFFECTIVE

DuoCircle Email Security Solutions

DuoCircle Email Security Solutions
View Website
DuoCircle's Email Security Solutions specifically address the needs of insurance companies by offering robust protection against cyber threats. By implementing this solution, firms can bolster their trade credit insurance strategies, reduce exposure to cyber fraud, and ensure their sensitive data remains secure.
DuoCircle's Email Security Solutions specifically address the needs of insurance companies by offering robust protection against cyber threats. By implementing this solution, firms can bolster their trade credit insurance strategies, reduce exposure to cyber fraud, and ensure their sensitive data remains secure.
REAL-TIME PROTECTION
COST-EFFECTIVE

Best for teams that are

  • Businesses needing email continuity and backup MX services
  • Companies looking to strengthen trade credit insurance strategies
  • SMBs and enterprises requiring reliable SMTP and spam filtering

Skip if

  • Organizations seeking a purely API-based internal scanning tool
  • Users looking for a standalone training-focused platform

Expert Take

Our analysis shows DuoCircle distinguishes itself with a robust 'Smart Quarantine' feature that significantly reduces false positives by challenging senders directly. Based on documented features, it offers a compelling value proposition for MSPs and SMBs through specialized tenant migration tools and SOC 2 certification. While it lacks HIPAA compliance, its focus on seamless Office 365 integration and 24/7 support makes it a strong contender for non-healthcare sectors seeking enterprise-grade protection without the enterprise price tag.

Pros

  • Advanced Smart Quarantine system
  • SOC 2 Certified platform
  • Specialized Tenant Migration tools
  • 24/7 Live Technical Support
  • Cost-effective enterprise features

Cons

  • Not HIPAA compliant
  • No Business Associate Agreements
  • Weaker outbound monitoring features
  • Smaller market presence vs giants
  • Manual encryption required for PHI
6
Expert Score
9.2 / 10
665
30
HIGH TRUST RATING
PATTERN ANALYSIS

Barracuda Phishing Protection

Barracuda Phishing Protection
View Website
Barracuda's AI-driven phishing protection is a robust solution for insurance agents who handle sensitive client data daily. By blocking 99.2% of phishing attempts without manual configuration, it addresses the industry's need for high-level security against data breaches and impersonation attempts, ensuring client trust and regulatory compliance.
Barracuda's AI-driven phishing protection is a robust solution for insurance agents who handle sensitive client data daily. By blocking 99.2% of phishing attempts without manual configuration, it addresses the industry's need for high-level security against data breaches and impersonation attempts, ensuring client trust and regulatory compliance.
HIGH TRUST RATING
PATTERN ANALYSIS

Best for teams that are

  • SMBs and mid-market organizations using Microsoft 365
  • IT teams with limited resources needing easy, quick setup
  • Organizations wanting automated remediation of delivered threats

Skip if

  • Large enterprises requiring granular, complex policy tuning
  • Organizations not heavily invested in the Microsoft 365 ecosystem

Expert Take

Our analysis shows that Barracuda Phishing Protection stands out for its API-based architecture that integrates directly into Microsoft 365, allowing it to scan internal traffic and learn unique communication patterns. Research indicates that its automated incident response capability is a major differentiator, enabling IT teams to 'claw back' malicious emails from inboxes even after delivery. Based on documented features, this post-delivery remediation combined with AI-driven anomaly detection offers a layer of defense that traditional gateways often miss.

Pros

  • AI-based anomaly detection
  • Post-delivery automated remediation
  • Seamless API integration with M365
  • Protects against internal threats
  • Fast and easy setup

Cons

  • Declining technical support quality
  • Frequent false positives reported
  • Complex management interface
  • License reconciliation issues
  • Aggressive filtering blocks valid mail
7
Expert Score
9.1 / 10
561
168

INKY Anti-Phishing Solutions

INKY Anti-Phishing Solutions
View Website
INKY is an advanced Email Security and Anti-Phishing tool designed specifically to mitigate risks for insurance agents. It offers comprehensive protection against phishing, spear phishing, and other email-based threats with its AI-driven, machine-learning algorithms, which are particularly apt for insurance agents dealing with sensitive client information.
INKY is an advanced Email Security and Anti-Phishing tool designed specifically to mitigate risks for insurance agents. It offers comprehensive protection against phishing, spear phishing, and other email-based threats with its AI-driven, machine-learning algorithms, which are particularly apt for insurance agents dealing with sensitive client information.

Best for teams that are

  • Organizations wanting to coach users via visible email warning banners
  • Mid-market to enterprise companies using Office 365 or Exchange
  • Teams wanting visual cues to help employees spot fraud

Skip if

  • Teams that prefer invisible, backend-only filtering
  • Organizations looking for a traditional on-premise gateway

Expert Take

Our analysis shows INKY distinguishes itself with its "Computer Vision" technology, which analyzes emails visually—just like a human would—to spot brand forgeries that text-based filters miss. Research indicates the "Security Coach" banners are a standout feature, turning every suspicious email into a real-time training opportunity for employees. Based on documented features, its ability to sit downstream from SEGs allows it to catch sophisticated phishing attacks that bypass traditional gateways.

Pros

  • Computer Vision detects brand impersonation
  • User-friendly color-coded warning banners
  • Real-time coaching for end-users
  • Easy Microsoft 365 deployment
  • Catches threats SEGs miss

Cons

  • Dashboard lacks deep drill-down
  • False positives on some payments
  • Slower Google Workspace setup
  • Pricing transparency varies
  • SMTP journaling DMARC complexity
8
Expert Score
9.0 / 10
675
140

Agari - Fortra for Financial Institutions

Agari - Fortra for Financial Institutions
View Website
Agari - Fortra is a powerful, industry-specific solution designed to protect financial institutions from advanced email threats such as spear phishing and display name deception. By automating DMARC, it helps ensure email integrity, thus safeguarding sensitive financial data and maintaining customer trust.
Agari - Fortra is a powerful, industry-specific solution designed to protect financial institutions from advanced email threats such as spear phishing and display name deception. By automating DMARC, it helps ensure email integrity, thus safeguarding sensitive financial data and maintaining customer trust.

Best for teams that are

  • Financial institutions facing brand impersonation and spoofing
  • Organizations needing automated DMARC enforcement
  • Enterprises wanting to stop advanced attacks bypassing SEGs

Skip if

  • Small businesses looking for basic, low-cost spam filtering
  • Companies that do not own or manage their own email domains

Expert Take

Our analysis shows that Agari stands out in the financial sector primarily due to its proven track record with the world's largest banks. Research indicates that securing 6 of the top 10 global banks validates its capability to handle high-stakes threat environments. Based on documented features, its co-founding of the DMARC standard and deep integration with SIEM tools like Splunk make it a powerhouse for institutions prioritizing compliance and advanced fraud defense over simplicity or low cost.

Pros

  • Protects 6 of top 10 global banks
  • Co-founded the DMARC standard
  • Native Splunk and XSOAR integrations
  • Advanced AI/ML for BEC detection
  • Helps meet GLBA and SOX compliance

Cons

  • User interface reported as clunky
  • High-end pricing model
  • Steep learning curve for non-experts
  • Support response times can be slow
  • Complex protocol management

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Eye Security Anti-Phishing Tool
No Yes N/A No No No Not specified Microsoft 365 No Free
2 Proofpoint Cybersecurity for Financial Services
No No Contact for trial No Enterprise API only Email/Ticket only Both Salesforce, Microsoft 365, Google Workspace Yes Contact for pricing
3 KnowBe4 Anti-Phishing Suite
No No Contact for trial No No Yes SOC 2 Microsoft 365, Google Workspace, Slack Yes Contact for pricing
4 Sophos Anti-Phishing Solution
No No Contact for trial No No Email/Ticket only ISO 27001 Microsoft 365, Google Workspace, Slack Yes Contact for pricing
5 DuoCircle Email Security Solutions
No No Contact for trial No No Yes Not specified Microsoft 365, Google Workspace, Slack No Contact for pricing
6 Barracuda Phishing Protection
No No Contact for trial No Enterprise API only Yes SOC 2 Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
7 INKY Anti-Phishing Solutions
No No Contact for trial No Yes Yes SOC 2 Microsoft 365, Google Workspace, Slack Yes Custom pricing
8 Agari - Fortra for Financial Institutions
No No Contact for trial No Enterprise API only No SOC 2 Microsoft 365, Google Workspace, Salesforce Yes Contact for pricing
1

Eye Security Anti-Phishing Tool

Has Mobile App
No
Has Free Plan
Yes
Has Free Trial
N/A
Integrates With Zapier
No
Has Public API
No
Live Chat Support
No
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft 365
Supports SSO
No
Starting Price
Free
2

Proofpoint Cybersecurity for Financial Services

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Both
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Yes
Starting Price
Contact for pricing
3

KnowBe4 Anti-Phishing Suite

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
4

Sophos Anti-Phishing Solution

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Microsoft 365, Google Workspace, Slack
Supports SSO
Yes
Starting Price
Contact for pricing
5

DuoCircle Email Security Solutions

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft 365, Google Workspace, Slack
Supports SSO
No
Starting Price
Contact for pricing
6

Barracuda Phishing Protection

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
7

INKY Anti-Phishing Solutions

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Slack
Supports SSO
Yes
Starting Price
Custom pricing
8

Agari - Fortra for Financial Institutions

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
No
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing

Similar Categories

How We Rank Products

Our Evaluation Process

The 'How We Choose' section for email security and anti-phishing tools tailored for insurance agents details the comprehensive methodology employed to evaluate and rank products. Key factors considered include specifications such as encryption capabilities, integration options, and advanced threat detection features, along with user reviews and ratings that reflect customer satisfaction and effectiveness. Specific considerations for this category include the unique regulatory compliance requirements faced by insurance agents, which necessitate robust data protection measures. The rankings were determined through a thorough analysis of product specifications, customer feedback sourced from various platforms, and a comparison of the price-to-value ratio, ensuring that the selected tools meet the critical security needs of insurance professionals effectively.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of email security features specific to insurance agents.
  • Selection criteria focus on industry-standard anti-phishing measures and regulatory compliance relevant to insurance professionals.
  • Comparison methodology analyzes customer feedback and expert reviews to ensure effective protection against phishing threats in the insurance sector.

Other Software products for Insurance Professionals

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Score Breakdown

0.0 / 10

What This Award Means