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Free Templates

Free templates for insurance, privacy, and customer reviews.

Start with practical templates that help organize control evidence, owners, freshness dates, and safe-to-share materials before a deadline creates pressure. Choose a workbook below and AgileCT will send the Excel link to your inbox.

Get The Workbook

Choose a template and receive the Excel link by email.

You can still preview the web version first. The email request helps AgileCT understand which readiness pressure brought you here and follow up with practical notes, not a sales blast.

Readiness guidance only; not legal, insurance, audit, or coverage advice.

Templates

Cyber insurance

Cyber Insurance Evidence Pack

A working structure for carrier question mapping, evidence inventory, 30/60/90 remediation waves, exception tracking, and broker-ready summary.

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Security & privacy

Security & Privacy Readiness Snapshot

A practical worksheet for privacy safeguards, breach readiness, vendor privacy risk, customer review evidence, and remediation owners.

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Questionnaires

Vendor Questionnaire Answer Library

A permission-aware answer bank for enterprise customer reviews, mapped to owners, evidence, approval status, review dates, and sharing rules.

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Practical Guides

Business risk

Security Principles for Business Risk Decisions

Connect security work to risk reduction, governance, evidence, cyber insurance readiness, customer reviews, and resilience.

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Cyber insurance

Cyber Insurance Renewal Checklist

Prepare control evidence, owners, broker context, and remediation dates before renewal pressure turns urgent.

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Privacy

Canadian Privacy Readiness Practical Guide

Review privacy accountability, safeguards, breach workflow, vendor oversight, and evidence readiness.

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Questionnaires

Security Questionnaire Response Guide

Build approved answers, evidence permissions, gap language, and reusable review workflow without overclaiming.

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Field Checklists

Third parties

Vendor Risk Review Checklist

Assess software vendors, MSPs, processors, and outsourced operations before approval or renewal.

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Evidence

Evidence Freshness Checklist

Check whether proof is current, scoped, owner-confirmed, safe to share, and ready for review.

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Remediation

90-Day Remediation Planning Guide

Move findings into 30/60/90 waves with owners, target dates, validation evidence, and exception handling.

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How It Fits

One library should support more than one business pressure.

Insurance evidence can be reused for customer security reviews when freshness and scope are clear.

Privacy and security readiness outputs can feed a trust pack without overclaiming certification status.

Each reusable answer should have an owner, evidence source, review date, external sharing rule, and remediation status where a gap remains open.

Next Step

Need help turning scattered documents into a defensible evidence library?

Organize the evidence library