Phin Security

Kelley Create Spends Close to 0 hrs/yr Managing SAT for 148 Clients

After switching to Phin Security in October 2022, Kelley Create drastically reduced its Security Awareness Training management time from 40 hours per year to nearly zero for 148 clients and 6,400+ users, thanks to Phin's MSP-focused automation, ease of deployment, ongoing platform improvements, and responsive support, which also led to a significant reduction in phishing clicks across their client base.

Kelley Create Spends Close to 0 hrs/yr Managing SAT for 148 Clients

Kelley Create needed a Security Awareness Training (SAT) provider that could keep up with its rapid growth. Their previous provider worked, but it required constant oversight and annual manual rebuilding.

After switching to Phin Security, Kelley Create cut its SAT management from 40 hours/year to almost zero, requiring only one admin for all 148 clients. They also dramatically reduced phishing clicks across its client base.

Why Kelley Create Chose Phin Security for SAT

"[Our previous provider] had no intention of growing the platform... or making improvements."
— Matthew Rogers, Central Services Manager

After discovering Phin at DattoCon, Kelley Create made the switch in October 2022. What stood out immediately was how clearly the platform was built for MSPs. Automation was central, deployment was simple, and the product continued to evolve based on partner feedback.

They also found Phin responsive, easy to work with, and willing to listen to feature requests, which reinforced their confidence in the partnership.

Size: 148 Clients
Active users: 6,400+
Main Admin: Jacob Thielen
Partner Since: October 2022
Interview: December 2025

Challenges

"[Our previous provider] was just too much work. It wasn't really MSP-friendly and took a lot of time and management."
— Matthew Rogers, Central Services Manager

  • Had to curate their own training content (including phishing simulations)
  • Needed to rebuild campaigns every time training ran out
  • Spent an entire week per year setting up training campaigns
  • The platform couldn’t scale with their growing customer base
  • The platform was a bundled service with no intentions of improving

Phin's Solution

"What's great about Phin is the learning curve is not much of a curve. It's easy but in a good way."
— Jacob Thielen, Cyber Security Administrator

Phin allows Kelley Create to move security awareness training into the background where it belongs.

  • Onboarding a new tenant takes just 10 minutes
  • Training campaigns run continuously until stopped
  • Phin sources content from 6 different providers, providing enough monthly content for 15 years — no repeats
  • No more annual manual setup or running out of training

Early on, Kelley Create’s team needed to re-create one-off campaigns to be continuous. The process to automate across all tenants was straightforward and completed in just a few days.

Integrations with Microsoft and ConnectWise further reduce service desk friction. As an MSP that handles 350 reported phishing emails per month, Phinbox IQ, the new email triaging feature, has helped ensure the correct contact is coming in. Phinbox IQ’s setup is straightforward and provides all of the information needed, like message headers, right in their help desk.

Results

“Unless a problem comes in, there's almost zero management. That just speaks to how well the product works by itself.”
— Matthew Rogers, Central Services Manager

  • Kelley Create spends almost zero hours on management, a big change from having previously spent a whole week at the start of each year on SAT admin.
  • With only a week of Phinbox IQ under their belt, they expect to see a 5x decrease in the amount of time spent on email triaging (as seen in Phin’s other MSP partners using the feature).
  • Assuming they spend 15 minutes per email, they have the opportunity to save 70 hours per month on email triaging.

Key Metrics

  • 1: A single team member is able to set up and manage training for all 148 clients.
  • 72.66%: Reduction in overall phishing clicks across all clients from month 1 to month 36 with Phin.
  • ~24 hrs: Time to set up all 148 clients in automated training, followed by ~0 hours of annual platform management.

“We’ve been really happy with Phin. It was a great decision, and we’re not looking to move anywhere else.”

— Matthew Rogers, Central Services Manager, Kelley Create

Features, Updates or Changes Kelley Create Wants to See

Kelley Create is looking forward to continuing to save time and having an expanded Google Workspace integration to match Microsoft capabilities — already in the works!