Fintech · Insurtech · 200–1000 · North America #b009_06

Context

We are a direct-to-consumer homeowners insurer operating in weather-exposed markets, fully cloud-based and expanding into new states and products.

Industry

Fintech · Insurtech

Size

200–1000 employees

Region

North America

Tools budget

$5K–20K per month

Needs

Audit evidence collection. We are preparing for public-company style controls testing and need to collect control evidence without chasing owners by email.

Today: an internal controls team assembling audit evidence across a reporting suite and HR system · Urgency: now

Regulatory reporting. Each new state adds regulator reports, and data breaks between systems make our filings slow to verify.

Today: a compliance team preparing statutory filings with manual reviews across many states · Urgency: this year

Threat detection & response. A small security team handles alerts, identity policies and endpoint posture, and noise is drowning real threats.

Today: a security engineering team on a cloud provider using infrastructure as code · Urgency: now

Who decides

head of compliance · security review

Expects from suppliers

Mapping to financial controls and insurer audit rules; Works with our cloud data platform; Evidence exports auditors accept

Not a fit

Generic tools without insurance regulatory context; Vendors lacking their own attestation

Stack

cloud: AWS-class hyperscaler, data warehouse: cloud, compliance tooling in place, CI/CD pipeline in place

Buying triggers

upcoming audit or certification, regulatory change