At Ivans Connect 2025, the Big “I” Agents Council for Technology (ACT) hosted roundtable sessions that went beyond tools and systems and centered on the people who use them, the friction they face and the future they want to build.
Strong security measures and client awareness are critical to maintaining trust and safeguarding assets.
While there’s no way to guarantee your agency will never be susceptible to an attack on your systems or data, there are steps you can take to understand and increase the security of your client data.
Here are four common social engineering trends and the proactive steps your agency should take to prevent them.
