Have you been stumped by questions like these on an insurance questionnaire or client inquiry?

1. Does your firm have a formal Business Continuity / Disaster Recovery Plan in place? Have you tested it?
2. Does your firm have written policies for securing sensitive client or employee information?
3. How does your firm confirm the authenticity of wire transfer requests or banking information updates?
4. Does your firm conduct cybersecurity training for its employees?
5. Has your firm performed network penetration tests to verify information system security?

1. We will sit down with you and go through a step-by-step questionnaire about your firm’s cybersecurity choices/policies. We can make recommendations on best practices.
2. Once the form is filled out, we will generate IT Policy/Business Continuity Plan document drafts for you to review.  
3. Once you are happy with the documents, you will receive a final copy for you to provide to employees, regulators, insurance providers, and clients.  

Having a written policy ensures that everyone in your firm is aware of the procedure and helps prevent mistakes that put data or funds at risk.

Our policy questionnaire covers areas including:

• Data Retention
• Data Backup and Disaster Recovery
• Confidential information storage and encryption
• User password policy
• Multi-factor Authentication (MFA) policy
• User security training
• Laptop encryption
• Other business continuity and security policies