The platform went live on May 4 inside the agency owned by co-founder Will Taylor and has run against a live book of business ever since. Additional agencies are now onboarding.
Protect, the client and agency platform from GTA Technology, went live in its first independent agency on May 4, 2026. It has been running in production against that agency’s real book of business since, and GTA Technology has now begun onboarding additional agencies.
The first agency was Will Taylor Associates of Naples, Florida, owned by GTA Technology co-founder Will Taylor. That was deliberate. Rather than run the first deployment with an outside agency, GTA Technology chose to start within a business led by one of its own founders, putting Protect to work with real clients, real policies and a live book of business from day one. The agency has since made Protect the platform it hands to every client, across personal and commercial lines, and states the co-founder relationship openly on its own website.
“We went first because we believed we should lead by example. I wanted Protect working with my clients, my team and my book of business from day one. There is no better way to demonstrate what you believe in than to put it to work in your own business.
“I have spent my entire career inside an agency, and the issue was never that we did not care about the details. It was that the details lived in five different places and nobody had the hours to reconcile them. Three months in, Protect has given us a level of visibility across our book of business that we simply did not have before. We can see policy data, coverage gaps, compliance issues and items requiring attention earlier and act on them proactively.”
Will Taylor, Co-Founder and Director, GTA Technology
Protect is built to give an agency and its clients the same current picture of a book of business at the same time. It brings policy, asset and document data into one place, checks it for gaps and inconsistencies, and flags what needs attention before it becomes a problem. For the advisor, that means better visibility and less time spent reconciling information across systems. For the client, it means having a clearer understanding of their coverage and what may be missing, because Protect continuously brings the information together, analyzes it and identifies what needs attention. The technology does the work rather than relying on the client to know which questions to ask.
The platform includes TruthSource for centralized policy and document management, AssetLogic for assets. property and coverage verification, RiskShield for automated alerts across personal and commercial lines including workers compensation, commercial auto and general liability, DataLift for document upload and synchronization, and EndorsementTrack for mid-term policy changes, along with ProtectAI, the platform’s AI summary capability. It is available on phone, tablet and browser, and is designed to work alongside the agency management systems an agency already runs rather than replace them.
“I came to insurance as a frustrated client, not as an industry insider. What I wanted was for somebody to see my whole picture at once, tell me what I was missing and make sure my coverage kept up as my assets, circumstances and risks changed. That sounds simple, but with information spread across disconnected systems, it was nearly impossible. Protect was built to change that.
“Creating a solution that works side by side with the client and the agency, using accurate, real-time data to keep both looking at the same picture, is where the real difference is made. The industry has wanted to deliver that experience for years, but fragmented technology and disconnected systems made it extremely difficult. Protect was built to close that gap.”
Ben Gadbois, Co-Founder and Executive Chairman, GTA Technology
Onboarding is underway with additional agencies now, with more scheduled to follow. Several of them came out of the Florida Association of Insurance Agents convention, where GTA Technology did not take a booth. Instead, the company used a private room in the attached hotel to conduct full demonstrations by appointment.
GTA Technology would also like to thank everyone at the Florida Association of Insurance Agents for an outstanding show in Orlando this past June. The event provided a great opportunity to connect directly with agencies, demonstrate Protect and hear firsthand from insurance professionals across the industry.
GTA Technology works directly with each agency through a fast, hands-on implementation and onboarding process. Rather than handing over the technology and leaving the agency to figure it out, the GTA Technology team works one-on-one with the agency to implement Protect, establish client access and get the platform operating quickly and effectively.
The work includes building the client access page on the agency’s own website, and in practice it has also meant helping agencies sort out website and email problems that had nothing to do with Protect and had been sitting there for years.
Loading an agency and standing it up takes hours rather than days. Where a rollout takes longer, the pace is set by the agency’s own readiness rather than by the platform.
GTA Technology builds technology for the property and casualty insurance ecosystem, from independent agencies and brokerages through wholesalers and carriers. More information on Protect is available at protectgta.com.
