Once a month, Motiva shares what we see inside insurance, mortgage, and financial firms, the cybersecurity, IT, and DFS compliance risks that quietly end careers and renewals. Written for the Motiva community by the advisors who do this work every day. No fear-mongering, no pitch — just what's real, from the people in the room.
Why IT coverage isn't enough for SEC and FINRA exams. Learn what financial firms need to document, prove, and have ready when an examiner walks in.
Navigate the complexities of cybersecurity and regulatory compliance.
Our experts break down the latest laws (NYDFS, PIDSA, FTC) to
keep your agency protected and operational.
"We don't really use AI here." Twenty minutes later,three of his people had ChatGPT open and one hadpasted a client's full application into it. He wasn't lying— and that's the whole problem.
Are your agents leaking client NPI into public AI tools using personal accounts? Take our 5-point test to discover your legal and regulatory liabilities.
A data breach is a race against time. Learn the exact technical and legal steps your agency must execute during the first 72 hours to satisfy auditors and protect your license.
The Vercel hack is a wake-up call for New York firms. Learn how to prevent third-party failures from compromising your NYDFS compliance.
Hackers don't take the weekend off. See how a "Saturday Breach" led to SEC filings and multi-million dollar risks—and how to protect your agency.
Carnival Corp. lost its NY insurance license and paid millions over MFA and training failures. Is your agency making the same mistakes?
Thousands are about to miss the mandatory certification. Do you qualify for an exemption? Find out now.
Most agencies missed the 2025 deadlines. Here is your checklist to avoid the next round of fines.
Hackers love weekends. See how a "material event" can trigger SEC filings and multi-million dollar costs.
Learn why insurance agencies are now considered "financial institutions" and what you must do to comply.
Beyond compliance—learn the technical safeguards necessary to protect sensitive policyholder data from evolving cyber threats in 2026.
Upgrade to Windows 11 for better security, speed, and compliance. Discover why the latest Windows is a game-changer for insurance agencies in 2026.
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— and what to do about it before a client, a carrier, or a regulator asks.
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Navigate the complexities of cybersecurity and regulatory compliance.
Our experts break down the latest laws (NYDFS, PIDSA, FTC) to
keep your agency protected and operational.
