Case Study: Global Insurance and Reinsurance Organization achieves unified sensitive client data protection and regulatory compliance with Fortra

Classifier provides protection to sensitive client data at global insurance provider

A leading global insurance and reinsurance company (founded in 2002, NYSE-listed, ~1,200 employees across 11 countries) needed to strengthen how it identified and protected sensitive client data. An external risk review and evolving regulations—notably GDPR and New York’s 23 NYCRR 500—highlighted gaps in data visibility, third‑party handling risks, and the need for a company‑wide classification policy to reduce breach exposure and ensure compliance.

The company selected Boldon James Classifier, developed a business‑wide classification policy, and ran a pilot to refine labels and user workflows. A coordinated global rollout (June 2017) combined targeted communications, training sessions and a custom how‑to video to drive adoption. The initiative delivered a unified data strategy, stronger protection of sensitive client data, and a platform for integration with DLP and ongoing compliance improvements.