Tools & Partners We Trust.
A curated collection of trusted partners, industry associations, compliance standards, and technology resources for insurance agencies and financial data professionals.
Organizations We Work With
We collaborate with these partners to deliver comprehensive solutions across design, technology, and insurance operations.
eek! design
Award-winning graphic design, brand identity, and web design studio. Emily and her team bring deep expertise in visual storytelling — crafting logos, marketing materials, and digital experiences that make brands unforgettable. When Khojant delivers a data-powered platform, eek! design makes sure it looks the part.
Visit eekdesign.net →Zywave
Industry-leading insurance technology platform serving 15,000+ agencies and brokerages worldwide. Zywave provides agency management systems, AI-powered quoting tools, compliance content, and client engagement solutions. Their platform powers modern insurance operations — and integrates seamlessly with the data workflows Khojant specializes in.
Visit zywave.com →Essential Links for Professionals
Authoritative resources across insurance, data standards, compliance, and technology — vetted and used by our team.
Insurance Associations
- IIABA – Independent Insurance Agents & Brokers of America The largest insurance trade association in the U.S.
- PIA National – Professional Insurance Agents Advocacy and resources for independent agents nationwide.
- NAIC – National Association of Insurance Commissioners State insurance regulation coordination & model laws.
- Insurance Journal Leading P&C insurance news and market intelligence.
Data & Compliance Standards
- ACORD – Insurance Industry Data Standards Global insurance data standards and forms authority.
- GIPS Standards – CFA Institute Global Investment Performance Standards for financial firms.
- FTC – Gramm-Leach-Bliley Act (GLBA) Financial data privacy and safeguards rule compliance.
- NIST Cybersecurity Framework Federal standards for managing cybersecurity risk.
Financial & Accounting Tools
- QuickBooks by Intuit Accounting and financial management platform we integrate with daily.
- SEC EDGAR – Financial Filings Public company filings, financial disclosures, and reporting data.
- FRED – Federal Reserve Economic Data 800,000+ economic data series from the St. Louis Fed.
- IRS Small Business Center Tax guidance, forms, and resources for small business owners.
Technology Resources
- Amazon Web Services (AWS) Cloud infrastructure powering many of our client solutions.
- Microsoft Azure Enterprise cloud platform with strong compliance and security tools.
- Python.org Core language for data processing, automation, and analytics.
- Microsoft Power BI Business intelligence and data visualization platform.
Regulatory & Legal Guidance
- NY DFS Cybersecurity Regulation (23 NYCRR 500) Cybersecurity requirements for financial services companies in NY.
- CFPB – Consumer Financial Protection Bureau Financial consumer protection rules and guidance.
- ISO/IEC 27001 Information Security International standard for information security management systems.
- SOC 2 Compliance Overview Trust services criteria for data security and availability.
Learning & Development
- The Institutes – Insurance Education CPCU, ARe, and professional insurance designations and courses.
- DataCamp Online learning platform for data science and analytics skills.
- Coursera – Data Science University-backed data science and machine learning courses.
- LinkedIn Learning Business, tech, and professional development video courses.
Have a Resource to Recommend?
We're always looking to expand this list. If you work with a tool or organization that should be here, let us know.