01
Cyber Insurance Readiness Review
For renewals and first applications: review the security basics insurers commonly ask about, identify missing proof, and prepare a clear broker-ready summary.
See insurance helpServices
Trust readiness services for review deadlines, planning windows, and evidence gaps.
AgileCT helps Canadian SMBs prepare evidence, answers, and assigned next steps for insurance renewals, customer questionnaires, vendor reviews, and privacy safeguards. Choose the starting point that matches the request you have received.
Choose a starting point
Match the request to the work and the deliverable.
| Your trigger | Starting service | What you receive |
|---|---|---|
| Insurance renewal or first application | Cyber Insurance Readiness Review | Evidence checklist, gaps, broker-ready summary, and assigned fix plan. |
| Customer security questionnaire | Questionnaire Sprint | Answer drafts, supporting evidence, safe-to-share materials, and clear gap language. |
| Patient-data safeguards or clinic privacy workflow | Clinic Privacy Readiness | Safeguards and breach-workflow review, vendor-handling evidence, and clinic-owner actions. |
| General privacy or customer-data evidence request | Security & Privacy Assessment | Privacy ownership, safeguards evidence, and priorities for the applicable scope. |
| Critical vendor approval or renewal | Vendor Review Triage | Vendor evidence, unresolved questions, and documented decision conditions. |
| Many open security findings | Fix Planning | A 30/60/90 day plan with owners, validation evidence, and visible exceptions. |
Start with the actual request and deadline. Confirm scope before work begins; a readiness review does not guarantee insurer or customer acceptance.
Main services
Deadline-driven work that directly supports revenue, renewal, or buyer review pressure.
02
Customer Security Questionnaire Sprint
For sales or procurement reviews with a short clock: map questions, draft evidence-backed answers, package safe-to-share proof, and keep gaps honest instead of overpromising.
See questionnaire help
Industry vertical service
Specialized privacy readiness for healthcare-related teams handling patient or client data.
03
Healthcare Clinic Privacy Readiness
For clinics, dental practices, pharmacies, and allied health providers: organize safeguards, breach workflow, vendor handling, and patient-data evidence around province-specific privacy expectations.
See clinic privacy help
Add-on and supporting services
Scoped when the main review depends on privacy evidence, vendor proof, or a fix plan.
04
Security & Privacy Readiness Assessment
Useful when privacy or customer-data proof is part of an insurance, customer, health-sector, or leadership review. For general SMBs, it usually works best as part of the first two entry points.
See security and privacy help
05
Vendor Review Triage
Usually scoped as an add-on when an insurance, questionnaire, privacy, or implementation path depends on a critical software vendor, IT provider, data processor, or outsourced operation.
See vendor review help
06
Security Strategy & Fix Planning
Included with readiness work: translate findings into a 30/60/90 day fix plan with owners, target dates, validation evidence, exception handling, and leadership-ready priorities.
See fix planning help
Ongoing service
Keeps evidence fresh after the first review so the next request does not restart the work.
07
Quarterly Readiness Retainer
For teams that want evidence, exceptions, vendor proof, and renewal materials refreshed before the next insurer or customer request becomes urgent.
Explore quarterly readinessPricing At A Glance
Fixed starting points, with clear add-ons when scope grows.
Cyber Insurance Review
Starts at $2,500
Proof checklist, gap rating, broker-friendly summary, and included fix roadmap.
Questionnaire Sprint
Starts at $2,500
Question mapping, answer drafts, evidence checklist, owner assignment, and gap language.
Clinic Privacy Review
Starts at $3,500
Patient-data safeguards, breach workflow, vendor handling, and clinic-owner action plan.
Quarterly Readiness Retainer
Starts at $1,500/quarter
Evidence refresh, exception review, owner follow-up, renewal timeline checks, and reusable questionnaire updates after the initial review.
Check which package fits
Discuss quarterly readiness
One-time review add-ons such as implementation coordination, vendor review, incident exercise, strategy planning, or trust-pack support are scoped around deadline, systems, evidence maturity, vendor count, and proof reuse needs.
Lower-Friction Entry Points
Not every buyer is in crisis mode.
Template library
Use the free worksheets to gather early evidence before a call or internal planning session.
View free templatesReadiness worksheet package
A paid worksheet bundle for teams that want owner tracking, evidence prompts, and review notes before committing to a full engagement.
Request the self-guided packageQuarterly readiness
Refresh proof, exceptions, renewal timelines, and questionnaire answers every quarter so the work does not restart from zero.
Explore the retainerFrom Review To Ongoing Support
The review creates the next implementation and retention path.
The first engagement clarifies what is true today. Follow-on work helps the client fix high-value gaps, while quarterly readiness keeps proof current between formal reviews.
Review: control answers, missing proof, broker or customer context, and dated remediation owners are separated before the submission.
Fix: MFA, endpoint protection, backups, Microsoft 365 hardening, policies, vendor follow-up, and training move into implementation requests that an IT provider can act on.
Maintain: quarterly evidence refresh, exception review, renewal preparation, and customer-questionnaire updates keep the proof from going stale.
Read anonymous outcome examplesHow 06 Works
Turn too many security fixes into managed waves.
This is normally included in the readiness engagement. It turns a long list of findings into an operating plan: urgent gaps are handled first, complex fixes get accountable owners, and deferred items stay visible until a fix or business decision is complete.
Stabilize urgent gaps
Prioritize easily exploitable or deadline-critical issues such as missing extra login verification, missing patches, exposed administrator access, backup proof, weak passwords, and policy gaps blocking insurance or customer review.
Coordinate deeper fixes
Plan changes that need IT, outside provider, vendor, or development coordination, including code fixes, network changes, configuration hardening, change windows, retesting, and owner check-ins.
Validate and govern
Close lower-risk items, collect before-and-after evidence, document exceptions with expiry dates, confirm fixes have not drifted, and turn remaining work into the next quarterly plan.
What The Plan Tracks
Every fix ties back to ownership, proof, and a decision.
Each finding keeps a unique ID, business impact, proposed change, owner, environment, target date, and method for proving the fix worked.
Closed items include proof, such as post-fix screenshots, reports, test notes, or configuration evidence tied back to the original finding.
Deferred items go into an exception register with rationale, compensating control, owner, expiry date, and review cadence.
Scope and content responsibility
Operational preparation, with clear limits.
AgileCT provides evidence preparation and practical security planning. Legal applicability, insurance coverage decisions, and formal audit opinions require the appropriate qualified professional.
Technical preparation can draw on the Cyber Centre's baseline controls; privacy scope should be checked against OPC guidance on applicable provincial laws. These sources support preparation; they do not endorse AgileCT services.
Meet Shelly Zhao, the consultant, and read about content responsibility and service boundaries. Preview sample deliverables.
Service information updated .
Next Step
Start with the timing that fits your business.
Use the contact form for urgent deadlines, 60-90 day planning, quarterly readiness, or a self-guided package request.