Cyber Insurance Readiness Checklist for Small Businesses
A pre-quote inventory for MFA, backups, sensitive data, vendors, access control, incident response, email security, and contract requirements.
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Use the file in your normal workflow.
Save a fresh copy for each client, renewal, incident, or review cycle so the original template stays clean.
Who this is built for
Consultants, tutors, agencies, and businesses handling customer data or credentials.
How to use it
- Answer based on current controls, not planned controls.
- Do not guess on an insurance application—verify technical answers.
- Use the gaps as a security worklist before renewal.
What the template captures
What this template cannot prove
A worksheet or email template cannot create insurance coverage, establish legal worker status, modify an insurance policy, or guarantee that a contract requirement has been satisfied. When a field depends on coverage, confirm the policy or endorsement. When it depends on state law, use the responsible state authority.
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