Pass the carrier's security review. Answer it once.
Everything you need to answer a carrier or program security review, and to be defensible on the customer data you hold, built once and reused every time you are asked.
Why it matters
Carriers and programs increasingly ask you to prove how you handle data, on a security questionnaire you have nothing on the shelf to answer. A blank there can cost you the program.
And you hold a great deal of other people's data, homeowner details, claim files, financials, across a dozen tools and a field team, usually with no written policy and no privacy notice a customer ever sees. This engagement fixes both.
What you get
Answer the carrier or program security review once, and reuse it every time you are asked. This is the unlock.
What data you hold, why, and where the proof of your controls lives.
Where you stand on the basics, and the steps to close the gaps.
What you collect, how it is shared, and how you handle it, in plain language.
The questions to ask any tool, and a team that knows the rules.
How it works
We map what data you hold, where it lives, and what is shared with carriers, subs, and vendors.
The reusable questionnaire responses and the evidence pack, so the next carrier ask is a lookup, not a scramble.
The privacy notice, the data-use policy, and a prioritized security hardening plan.
A session for the team, and the editable source so you can refresh it as the law and the business move.
Documents are operator-ready drafts, traced to US state privacy law and PIPEDA, for your counsel to review. This is readiness and evidence, not a SOC 2 or ISO certification, and not legal advice.
We’ll confirm the scope, agree the price, and tell you whether this is the right engagement. No deck, no pitch.