edgefi: A Champion for SAT Made for MSPs

Edgefi, formerly known as Edge Networks, faced challenges with their previous security awareness training provider that limited their control, flexibility, and reporting accuracy. They couldn’t choose which content to send or tailor phishing campaigns to emerging threats, and false positives made reporting unreliable.

Phin Security solved these problems by giving edgefi full control over content selection, seamless onboarding, automated phishing campaigns, and accurate, at-a-glance reporting. As a result, edgefi now saves hours of work each quarter and delivers more relevant, timely training with less manual effort.

Why edgefi chose Phin Security for SAT

“As soon as I watched the demo video, I saw what it really meant by made for MSPs… I went from resistant to change to a really big champion." - Alexis Cozart

Edgefi’s CEO discovered Phin Security at the Right of Boom conference and was intrigued by its MSP-focused design. Initially skeptical about adopting another system, the team quickly became enthusiastic after watching the demo, realizing that Phin is truly built for MSPs.

The platform offers customizable training content, intuitive phishing campaign automation, and powerful yet simple reporting tools — features that directly address the gaps in their previous solution. The ability to hand-select training topics, such as those on QR code phishing or business email compromise, and roll them out rapidly helped edgefi stay agile in educating clients on current threats.

Size

• ​19 Clients

Active users

• ​420+

(Former) Team Lead

• ​Alexis Cozart

Partner Since

• ​March 2023

Interview

• ​February 2024

Challenges

• ​No control over content or flexibility in choosing specific topics.
• ​Inaccurate reporting with frequent false positives.
• ​Technical challenges with allowlisting.
• ​Too much time spent on manual onboarding and campaign management.

Phin's Solution

"Phin's allow listing was revolutionary because we were having so many false positives before." - Alexis Cozart

Phin allows edgefi to select training modules and phishing templates that match real-world attack trends, such as QR code or business email compromise scams, giving them full control over campaign timing and content. Phin’s seamless onboarding — whether through CSV uploads or Microsoft Graph API integrations — simplifies user management across multiple client environments.

The platform’s “set it and forget it” phishing campaigns, dynamic reporting, and easy-to-use dashboards save the team hours of work and reduce errors from manual oversight. Edgefi's analysts can even onboard new users or set up campaigns in minutes with minimal training in the platform.

Automated allowlisting ensures phishing simulations make it to the end-users' inboxes, without the hassle of manual setup, and reduces false positive instances.

Results

“Phin has saved us an abundance of time.” - Alexis Cozart

Edgefi now has the flexibility to customize their training campaigns and no longer deals with false positives skewing their data.

• ​0: False positives have been eliminated, reducing confusion and increasing trust in reporting.
• ​8+ hrs: An entire workday is saved per quarter on SAT management.
• ​3.61%: Average phishing simulation click rate across all clients.

"I’m really happy to be partnered with an organization that takes feedback so seriously and looks for those features that are not just easy boxes to check off, but that create genuine excitement."

— Alexis Cozart, Cybersecurity Analyst & Team Lead, edgefi

Features, Updates or Changes edgefi Wants to See

“I feel comfortable talking about the challenges we’ve faced because it’s far outweighed by the pros.” - Alexis Cozart

Alexis Cozart was looking forward to new features like Google user sync and a report phishing button — both have since been implemented by Phin.