EXCLUSIVE FOR BIG I MEMBERS

Claim your FREE
Cybersecurity Risk
Assessment!

See exactly where your agency stands with DFS
cybersecurity requirements and what a hacker could
already access.

A Motiva team member will contact you to schedule the meeting.
Oops! Something went wrong while submitting the form.

You will be contacted with the details for
your appointment via email.

THIS IS FOR YOU

Why agencies fail DFS reviews

DFS doesn’t just ask if you have cybersecurity in place, they ask you to prove it, and the
number one item
they ask for is a cybersecurity risk assessment.

Most agencies struggle to produce:
Documented risk assessment results
• Proof of MFA enforcement across all access points
• Employee cybersecurity training records

When these aren’t readily available, audits become stressful and risky.
This assessment helps you identify those gaps before DFS does.

WHAT YOU GET

Included in your risk assessment
This is the same type of assessment agencies typically pay
thousands for. Offered free for a limited time.
1
Real-World Risk Scan
Simulates how a hacker would view your network in real time.
2
Security Gap Analysis
Find weak access points, password risks, and MFA issues.
3
Data Exposure Review
Identify sensitive data across cloud and internal systems.
4
Executive-Level Report
Clear, audit-ready
findings you can act on
immediately.

why motiva

Most IT firms know IT. We know
what DFS auditors actually ask for.
Three reasons NY companies move from a generic MSP to Motiva.
DFS-approved
Walter is a DFS-approved instructor.
Few (if any) competing MSPs in New York can say this. Walter is approved by the Department of Financial Services to teach licensed insurance professionals.
Documented program
Policies, evidence, board reports. Not just controls.
We deliver the artifacts regulators ask to see: written cybersecurity program, risk assessment, board reports, audit cycles, and a multi-year maturity roadmap.
Audit-tested
100%
Audit pass rate across Motiva insurance and mortgage clients. Two-plus years. Zero fines. Zero violations.

TRUSTED ACROSS NEW YORK’S BEST

Your first call is with Walter, not a sales rep.

For 25 years, Walter Contreras has helped New York insurance agencies, mortgage lenders, and financial firms strengthen cybersecurity, reduce operational risk, and meet NYCRR 500, without confusion or overwhelm.

A graduate of Columbia Business School, a cybersecurity practitioner, and a DFS-approved instructor, Walter doesn't run sales calls. He runs working sessions.

Book a working session with Walter

WHAT YOU GET

What working with Motiva
actually looks like.

No hoops. No confusion. Just clear ways to
get what you need.

Managed IT & infrastructure
Reliable support, proactive maintenance, and predictable performance for producers, CSRs, and remote staff.
Cybersecurity protection
Endpoint security, identity, MFA, monitoring, and rapid response.
DFS compliance program
Written program, risk assessment, vendor management, IR, board reports, and annual certification.
Security Awareness Program
Manager portal, employee onboarding checklist, FAQ, phishing tests, built for non-technical staff.

Results you can measure.
Trusted by the best.

+100
Insurance & mortgage
firms protected
98%
First contact resolution
2+ yrs
Perfect compliance track record
100%
Client audit pass rate
“Motiva stands out for its exceptional communication, deep technical expertise, and genuine commitment to client satisfaction. Their team takes the time to understand issues, explains solutions clearly, and follows through — something we’ve never experienced with other IT providers.”
Robert Stone
Managing Director - Stone Insurance
“Motiva is consistently available, proactive, and dependable. Their ability to support remote work without disruption during critical moments made a real difference for our team.”
Ellen Zuckerman
Interstate Home Loan Center, Inc.
“Walter’s cybersecurity reviews provide independent, expert insight that helps organizations identify weaknesses early and take proactive steps to prevent serious cyber events.”
Anthony DeFede
TCE Insurance Services, Inc.

THE RESULTS

What it's like to run a company
that's already compliant.
1
Exam letters become forwards,
not fire drills.
You forward the email to Motiva. We assemble the response. You sign.
2
Carrier and partner audits
answered in days.
The evidence is already organized. Documentation is current. You don't lose a week.
3
Your team grows on systems that just work.
Producers, CSRs, and remote staff stop being IT's bottleneck. You focus on selling.

Q&A

Questions our agency owners
have asked before booking.
Do I really fall under NYCRR 500? +
Most NY-licensed insurance agencies do. We'll confirm your status (and whether a limited exemption applies) on the readiness call.
What if I already have an MSP? +
We work with agencies that have an existing MSP. In many cases we co-manage compliance and security while your current provider keeps day-to-day support.
How long does a typical engagement take? +
Initial readiness assessment: 2–3 weeks. Documented program in place: 60–90 days. Annual cycle: ongoing.
Will switching to Motiva disrupt my agency? +
No. We work alongside your current setup, document what's already in place, and close gaps with minimal user-facing change.
What does the Security Awareness Program look like for my staff? +
A short onboarding module, monthly micro-training, simulated phishing, and a manager portal that tracks completion. Built for non-technical staff.
What if I already submitted my annual DFS cybersecurity certification? +
Submitting your annual certification is only an attestation — not proof of compliance. During an examination, DFS may issue a First Day Letter requesting documentation, evidence, and supporting records for everything you certified.

YOUR NEXT 30 MINUTES

Find out where your company
actually stands.
A focused 30-minute review for NY insurance agencies.
No pitch, no pressure, just clarity.
• Your current technology and security
environment
• Where compliance and security gaps may exist
• Which regulations apply to you (DFS, FTC Safeguards, etc.)
• Common risk areas often overlooked in NY agencies
• A clear next step — even if it isn't Motiva
30 min · Confidential · No obligation
Book a NYCRR 500 Readiness Call
Book my call
You'll speak directly with Walter Contreras, Motiva's CEO and a
DFS-approved instructor.