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The problem
Govern policyholder data wherever it moves through Microsoft 365: why it breaks now
Policyholder data crosses agent, broker, and reinsurer boundaries more than almost any other regulated data type — and it moves through Teams and SharePoint sites that outlive the claim or the policy that created them. Rencore keeps continuous visibility, enforcement, and evidence over who can reach that data, so it isn't rebuilt from a policy binder every audit cycle.
Built for your role
What each stakeholder gets
- CISO / Security Leader. Policyholder data crosses agent, broker, and reinsurer boundaries more than most industries. Ask how many external parties still have access to a claims site from a policy that closed two years ago.
- IT Administrator / M365 Architect. Underwriting files and claims documents pile up in SharePoint sites created for one deal and never cleaned up. Automate the lifecycle so orphaned claims sites stop being a standing risk nobody owns.
- IT Manager / IT Director. GLBA and Safeguards Rule audits need proof that policyholder data is controlled continuously, not just documented in a policy binder. Rencore turns that policy into daily, provable enforcement.
- Business Leader / AI Champion. An AI agent that can summarize a claims file needs a governed boundary around what it can see first. Put that boundary in place, and claims teams get the productivity gain without opening a new privacy question.
Why Rencore
Proof points
- 13x Named by Gartner as the third-party governance alternative
- 4.8/5 Rating on G2
- 157% Year-one ROI reported by customers
- 100%+ ARR growth, three years running
Claims, underwriting, and policyholder files move through the same collaboration tools as everything else, with none of the insurance-specific handling those files need. Rencore builds that handling in.
Trusted by security, IT, and platform leaders
Security, IT, and platform leaders use Rencore to see their Microsoft estate, cut cost and risk, and roll out Copilot and agents on a governed foundation.
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With Rencore's scalable automation solutions, organizations can not only meet current challenges but also prepare themselves for future technological advancements.
Case Study
Philipp Widmer Head of Platform Services Universitätsspital Basel -
26% vs 3%
Organizations that govern Microsoft 365 well realize significant Copilot value 26% of the time, versus 3% for those that do not.
Gartner, 2025 Microsoft 365 Copilot Survey -
As we continue to expand our cloud capabilities, the foundation laid by Rencore Governance will undoubtedly play a crucial role in ensuring that each step forward is taken with confidence, security, and compliance in mind.
Case Study
Claude Bisdorff Head of IT Systems Ville de Luxembourg -
116%
ROI from Microsoft 365 Copilot once the program is adopted and governed, in Forrester’s Total Economic Impact study.
Forrester Total Economic Impact -
I currently estimate that we save around €80k per year by freeing up our IT admin team to do the work that counts.
Case Study
Undisclosed Former Lead O365 Competence Center Royal BAM -
71%
of enterprises name security and governance among their top challenges to deploying Microsoft 365 Copilot.
Gartner -
Rencore's centralized governance tool excelled at ensuring secure data in Microsoft 365 and minimizing the risk of unauthorized access.
Case Study
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150,000+
AI agents in use at the average Fortune 500 company by 2028. Agent sprawl is the next sprawl.
Gartner -
With Rencore Governance we are able to reduce manual governance activities, improve our service quality and generate valuable insights across our Microsoft service stack.
Undisclosed Head of AI & Process Automation Wacker Chemie AG
Where this hits hardest
UK & Ireland
The same FCA operational resilience regime that covers banks covers insurers too — but the data at risk is different: claims files and policyholder records, not trading records. Naming that difference is what makes a message land as insurance-specific rather than a copy-pasted banking pitch.
Nordics & Benelux
DORA covers insurers exactly as it covers banks, under EIOPA supervision. Where a group runs both lines of business, one governance approach produces one evidence trail across both — a strength, not a gap to manage separately.
DACH
Policyholder data crosses more organizational boundaries in insurance than in banking — reinsurance and broker data-sharing exposure is the real governance gap here, ahead of any single named regulation.
North America
Insurers sit outside Reg S-P and FINRA 3110. Their obligation runs through GLBA and the FTC Safeguards Rule instead — a distinct regime many insurance IT teams haven't fully mapped against their Microsoft 365 tenant. Incidents at firms including Allianz Life, and via vendors such as 700Credit, show the exposure.