The paper you walk away with - before you pay for it.
Every engagement leaves artifacts, not just advice. Here are illustrative samples of the three you’ll actually use: a scored checkup, a “what we changed” page, and the answers your insurer asks for.
Baseline Security Checkup - Scorecard
Sample · Northgate DentalTop risks, in plain English
- Anyone who guesses one reused password reaches the inbox - MFA is off for three admin accounts.
- Backups run nightly but have never been restore-tested; a bad Monday is an unknown.
- No callback step before a banking-detail change - the exact gap wire fraud walks through.
Security Tune-Up - What We Changed
Sample · Northgate Dental| Control | Before | After |
|---|---|---|
| Multi-factor authentication | Off for 3 admins, patchy for staff | Enforced on every account that touches email, money or records |
| Email authentication | No DMARC; spoofable | SPF + DKIM + DMARC set to quarantine, monitored |
| Backups | Nightly, never tested | Restore tested end-to-end; 22 min to recover the schedule |
| Payment changes | Ad-hoc, email-only | Written callback rule; two-person sign-off over $5,000 |
| Guest Wi-Fi | Shared with the server | Separated onto its own network, can’t see business machines |
Every change is logged with the date, who signed off, and how to undo it - the one-pager your insurer and your IT provider both get a copy of.
Cyber-Insurance Answer Pack
Sample · Northgate DentalYesYes - enforced on all email, admin and remote-access accounts as of the engagement date. Evidence: tenant policy export in the handoff folder.
YesYes - nightly backups with a documented restore test completed during the engagement (schedule restored in 22 minutes).
YesYes - live team training delivered, with a dated completion record and per-person certificates.
YesYes - a one-page first-hour plan with an insurer-first call tree, kept with the office manager.
Mapped to the questions on a typical renewal - with the evidence to back each answer, so “yes” is one you can actually stand behind.
Your report, on your office, in three business days.
The checkup is $750 fixed. The fee credits toward any training or Tune-Up booked within 30 days - so the paper you just saw costs nothing extra if you act on it.
Book the baseline checkup - $750