AccidentalFinancial ServicesTechnologyFinanceMisconfigurationData ExfiltratedIdentity (basic)Government IDFinancial accountMediumContained

Vertafore

bd_d3a14d1885f0e50e · schema v1 · pii pii-v1

Severity

Medium

Discovered

Nov 30, 2020

Filed

Jul 12, 2021

To disclose

32 weeks

Affected

3state residents only

Linked

4 filings

Confidence

66%

Vertafore, a provider of insurance agency management software (QQCatalyst), disclosed a configuration error discovered on November 30, 2020, that exposed personal information of D.E. Reed Agency Inc. clients. Impacted data included names, addresses, birth dates, driver's license numbers, and potentially SSNs and financial account data. Vertafore secured the files, engaged forensic investigators, and offered one year of identity monitoring.

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Incident timeline

discovery → filing · 32 weeks / 224 days

Nov 30, 2020

Discovered

Jul 12, 2021

Filed

vs. sector median

+24 wks slower

This filing is one of 4 about the same incident.View merged incident

Linked disclosures

Why this link?

Regulatory filings (3) · sorted by filing gap

Indiana State AGbd_0c44dc877edfcac02021-07-12Verified
Maine State AGbd_68e59a103743c57b2021-07-12Candidate
Massachusetts State AGbd_f23afeb4c86d62f32021-07-12Verified

Name: D.E. Reed Agency Inc.
norm: de reed agency

Name: Vertafore
norm: vertafore
Industry: Financial ServicesllmTechnologyllm

Discovered: Nov 30, 2020
Materiality determined: —
Notification sent: —
Affected individuals: 3state-resident count only
Data types: Identity (basic)Government IDFinancial account
Attack vector: Misconfiguration
MITRE ATT&CK: T1074 Data Staged
Regulator citations: Reported the matter to U.S. federal law enforcement

During the incident: Fixed the configuration error and secured the potentially affected files
Engaged a leading security firm to search for evidence indicating potential misuse of the information
Reported the matter to U.S. federal law enforcement
Offering one year of free identity monitoring services
Changes made: Working to further enhance security tools, policies, and procedures, as well as security governance and staffing
Source: Quoted from the filing itself, not independently verified.

Time to disclose: 32 weeks(224 days from discovery to filing)
Compliance flags: — (clock not assessable for this source)

Status: No extraction artifact recorded for this disclosure.

Filing propagation · 4 filings · 4 states

View merged incident ↗

Indiana State AGJul 12 · first

Maine State AGJul 12 · first

Massachusetts State AGJul 12 · first

Montana State AGJul 12 · first · this page

Evidence ladder

Leak-site claim

Attacker assertion only. Establishes: claim date, group, alleged victim.

Press / market report

Unlocks: incident narrative, operational impact. Still no compliance clock.

State AG / regulator filingThis record

Unlocks: discovery date, data types, affected count, compliance clock.

SEC 8-K / victim statement

Unlocks: materiality, stated response, full audit trail. Ceiling removed.

Source URL: https://dojmt.gov/wp-content/uploads/OCP/a-notif-77.pdf
DisclosureLens links to the originating regulator URL — full filing bodies are not redistributed from public surfaces (§4.5).
Filed at: Jul 12, 2021
Raw hash: 8911391f61940f8102c8ea060713c00ed6b2ed0a909dbd77f5f4acb9adcd2933

Linked disclosures

Regulatory filings (3) · sorted by filing gap

Reporting entityD.E. Reed Agency Inc.

Victim entityVertafore

Incidentdiscovered Nov 30, 2020

Stated responseFixed the configuration error and secured the potentially affected files

Complianceclock not assessable

Extraction provenanceno artifact recorded

Source provenancedojmt.gov