Map carrier questions
Capture each question, current answer, evidence source, owner, status, and whether it can support customer questionnaires too.
Template Guide
How customers use the Cyber Insurance Evidence Pack.
Use this workbook after the initial snapshot when the team needs to organize carrier questions, evidence inventory, remediation waves, exceptions, and a broker-ready summary.
Customer Workflow
Build the evidence inventory
Track proof, freshness target, owner, and safe-to-share status before sending anything externally.
Move gaps into waves
Turn unresolved items into 30/60/90 remediation work with priority, owner, validation evidence, and status.
Request the Excel workbook
The Start Here tab automatically summarizes mapped questions, ready evidence, open gaps, exceptions, and reuse status.
Email me the Excel workbookAuto Summary
The workbook turns working rows into a broker-ready view.
Counts mapped carrier questions and customer-questionnaire reuse candidates.
Separates ready evidence from evidence needing cleanup or review.
Tracks open remediation items, validated gaps, and active exceptions.
Flags internal-only evidence so sensitive proof is not shared casually.
FAQ
Common questions about the evidence pack.
When should we use the Evidence Pack instead of the Readiness Snapshot?
After the initial snapshot, once the team needs to organize carrier questions, an evidence inventory, remediation waves, exceptions, and a broker-ready summary in more depth.
Does the Evidence Pack replace a formal insurance audit?
No. It is a working pack for organizing evidence with IT, an outside IT provider, leadership, and broker-facing owners, not a formal audit or insurance advice.
How does the workbook prevent oversharing sensitive evidence?
It flags internal-only evidence separately and tracks safe-to-share status before anything is sent externally.
What are remediation waves?
Unresolved gaps are grouped into 30/60/90 day remediation work with priority, owner, validation evidence, and status, rather than one flat task list.
Next Step