Solvera Shield layer 1 of 9: People
Why Offices Choose Security Training
A few minutes a month
Lessons are short enough to finish between appointments or client calls.
Practice that feels real
Safe practice phishing emails show who needs a refresher, without calling anyone out.
Records for your files
Completion reports help with HIPAA, FTC Safeguards and insurance questions.
More Solvera Shield Services
What it is
Solvera Security Training is ongoing security education for everyone in your office. Each person gets short video lessons and quizzes, plus occasional practice phishing emails that look real but are safe.
Why it matters for your business
Most attacks start with a person: a convincing email, a fake invoice or a call asking for a code. Training builds the habit to pause, check and report. It also gives you records showing your staff are trained, which many insurers and regulators ask for.
How it works
- We enroll your team and send a short welcome note so no one is surprised.
- Each month, everyone gets a lesson of a few minutes on topics like phishing, passwords and safe use of AI tools.
- We send safe practice phishing emails. Anyone who clicks sees a quick tip on what to look for, right then.
- You get a simple report showing who finished their lessons and how the office is improving.
How it protects your business
- Helps staff recognize phishing emails, fake invoices and text message scams
- Builds a "stop and verify" habit for payment and bank change requests
- Teaches safe password and sign-in habits
- Covers safe use of AI tools with client information
- Trains new hires from their first week
- Keeps training records ready for audits and insurance renewals
Where it fits in the Solvera Shield
Solvera Security Training is the People layer, number 1 of 9 in the Solvera Shield. It works alongside the other layers, so if one misses something, the next one is there. It is included in every Solvera plan. See plans and pricing.
Solvera Security Training FAQ
How much time does training take?
Most lessons take a few minutes. Your team can finish them on a computer or phone whenever it suits them.
Will practice phishing emails embarrass anyone?
No. Results are used to coach, not to call people out. Anyone who clicks gets a short tip on what to watch for next time.
Does training count toward HIPAA or the FTC Safeguards Rule?
Both expect staff security training. Our completion reports give you a record to show auditors and insurers. Your exact obligations depend on your business, so we review them with you.
Can we add our own office policies?
Yes. We can add your policies so staff read and acknowledge them along with their lessons.