How Pinnacle Group Strengthened Security Without Expanding Its IT Team
Case Study: The Pinnacle Group
Company Overview
The Pinnacle Group runs a wholesale insurance organization serving financial advisors in all 50 states. When an advisor’s client needs life insurance, long-term care, an annuity, or disability insurance, Pinnacle provides back-office support and identifies suitable products from 50 to 60 insurance companies.
The Challenge
Pinnacle must complete detailed security questionnaires to work with major financial services firms. These reviews ask the company to document its software, computers, employee training, device protections, and other security practices.
The Solution
When a question requires deeper technical knowledge, Pinnacle contacts TBS and works through the questionnaire with the company on a Teams call. TBS supplies the technical details needed to answer each question accurately.
Key Benefits
TBS gave Pinnacle’s two-person internal team greater reach across the business. The benefits appear in security reviews, employee service, operating changes, management decisions, spending control, and new uses of AI.
Get The Story
Fill out the form to download the full case study. See how Pinnacle completes security reviews in 15 to 45 minutes and how its two-person IT team and TBS share the work.