Insurance: call centers and CRM data breaches
The context
An online insurance company manages a cloud-based Salesforce CRM containing sensitive customer data, including policies and claims. External contact centers are granted access for customer retention, outbound sales, and upselling—activities that are essential for renewals and follow-ups.
However, this setup introduces significant risks. The company has limited control over external agents, exposing sensitive data to potential leaks, theft, or misuse by competitors or bad actors.
The challenge
Ensure that external contact centers can access the cloud-based CRM securely, preventing data breaches, human error, and exfiltration, without impacting operational performance or productivity.
The solution
To protect cloud-based CRM data, the company implemented RemoteGrant with its Secure Browser policy, preventing unauthorized downloads, screenshots, copying, and data sharing
Secure CRM access – Only the protected browser can open the CRM, blocking all other software and URLs
Sensitive data protection – Screen capture, download, and print functions are disabled to prevent data theft
Risk-free operations – Agents can continue using other applications without exposing CRM information
The results
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Secure Browser
File access whitelist
Copy and download blocking
Screenshot prevention
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Request a personalized demo to see how CyberGrant enables secure remote access, prevents data breaches, and supports business continuity for leading banks, insurers, and fintech companies.