Compliance support for your business

The information you receive and back up on behalf of your clients may be subject to various regulatory compliance, including HIPAA and GLBA. As a result, we've implemented administrative, physical and technical safeguards to protect the confidentiality, integrity and availability of your data, from financial reporting to information about health status or the provision of health care.

Automatic & continual backup for files, emails and everything else

As an insurance agent, you are in constant communication with your clients - from important documentation of events to emails that serve as your online "paper trail." That’s why we automatically and continually back up all your important files and even store emails from platforms like Outlook.

Backup and secure online access from wherever you are

Like most insurance agents, you probably do a lot of work away from your desk. This means you’ll need to move from your laptop to your home computer seamlessly. And, with Carbonite's Sync & Share app, you can. Simply save your files as you normally would and they'll sync on every device that has the app: your desktop, laptop, smartphone and tablet. Plus, you can easily collaborate with clients and colleagues directly from the app.

A data retention policy should your computer hit a glitch

Consider this your safety net...

  • If you accidentally remove a file from your server, it will remain on ours for 30 days, giving you the opportunity to restore it.
  • If a file is corrupt you can revert back to an older version — we save all previous versions for a full 90 days.
  • And, if you’re using a Server plan, you can customize your retention rate to keep your data as long as you need.

Easy to set up, easy to use, even without an IT degree

With Carbonite, there's no hardware to install or maintain, no wires to connect, no tapes to deal with. Simply install the software — or let us install it for you, free — and we’ll take care of the rest. And, once you’re up and running, our intuitive, online dashboard shows you at-a-glance which computers you’re backing up and which need your attention.

"I was used to backup being such a pain, and Carbonite made it so super easy that I couldn't believe it."

Sandy Black, Lesron Insurance

Read Case Study

Performance Overview

Server Backup

  • Hybrid backup protects data locally and in the cloud
  • Default 128-bit encryption w/256-bit private key option and Secure Sockets Layer (SSL) transport security
  • Customizable backup minimizes bandwidth consumption during business hours
  • Support for HIPAA, FERPA and GLBA compliance

Workstation Backup

  • Automatic and continuous backups
  • 128-bit Blowfish encryption w/256-bit private key option
  • Sync & Share to work, sync and collaborate remotely 

Database Backup

  • SQL
  • MySQL
  • Oracle

File Backup

Carbonite backs up many common insurance files, including:

  • Risk analysis, policy administration, and claims processing
  • Call center, CRM, consumer portal, and agent portal
  • Microsoft, Quickbooks, Salesforce, Velocify, and Radius
  • Investment management
  • And many others! Contact a Carbonite Expert to learn more.

Remote File Access

  • Log into to your Carbonite account anytime from any computer
  • Access any and all files backed up with Carbonite

Sync & Share

  • Available on all Pro plans and Server Pro Bundle
  • Cloud-based file hosting for 24/7 file access
  • Save, synchronize & share documents across devices
  • Version preservation enables rollback of changes
  • Stores active documents for 30 days
  • 256-bit encryption keeps files and data secure

Try Carbonite Office Free for 30 Days

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 System Requirements

  • Windows 7, 8 or 10
  • OS X 10.6+
  • Windows Server 2003, 2008, 2011, or 2012

 Award-winning customer support

  • Knowledgeable US-based Business support team
  • Available 7 days/week by phone, email, and chat

 Free Valet Install

Let a Carbonite expert help set up your free trial installation at no cost to you.

Call 1-855-227-2249 to get started.