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Entrinsik Informer Supercharges Governance for Insurance Agencies


Agencies are no longer just managing internal data, they are operating within a complex regulatory landscape shaped by frameworks such as CCPA, and a growing set of industry-specific and state-level requirements.

These regulations demand strict control over personal information, financial records, and claims data, while also enforcing clear rules around data retention, access, and reporting, writes Scott Allen at Entrinsik.

Informer takes a fundamentally different approach by building governance directly into the reporting layer through a comprehensive security framework that works at multiple levels.

Through row-level security, Informer ensures employees only see the data that’s relevant to their roles. It’s not just about restricting access; it’s about providing clarity. With row-level security, the system automatically filters data based on the user’s role, region, or permissions, without complex IT interventions or coding.

Without clear controls, governance becomes reactive instead of proactive. And when trust in data begins to erode, decision-making slows down, according to Entrinsik.

This is where governance strategies often fail. Because data governance isn’t just about defining rules. It’s about embedding those rules into how data is accessed, shared, and used every day.

Informer utilizes a Teams security model designed to mirror real-world business operations, the company said.

A Team within Informer represents a logical business unit within an organization—think departments, regions, or functional groups. Users are assigned to Teams based on their business role, and their capabilities within Informer are determined by their Role within that Team.

Roles control what users can do:

  • Member – View shared content
  • Designer – Create reports and dashboards
  • Data Wizard – Build and manage datasets
  • Publisher – Share content across teams
  • Team Admin – Manage team membership and permissions

Once the Team structure is in place, Informer applies additional controls at the data level.

Data-level security controls access in Informer, allowing only certain Team members to manage and restrict data visibility. Users with the roles of Team Admin, Publisher, or Data Wizard can restrict access to the data in Informer with Mapping Sets and Restricted Fields for Data Sources, Dataset-level filters, and row-level security.

Governance becomes automatic, consistent, and scalable. And for agencies preparing for audits, Informer’s System Audit feature tracks user activity and query usage, creating the documentation trail regulators expect, Entrinsik said.

For more information about this news, visit www.entrinsik.com.


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