For Insurance Agents

Help Your Clients Address Cybersecurity Gaps

When a commercial client needs help with the technical controls behind a cyber-insurance questionnaire, Klevr can assess the gaps, implement security fixes, and document the work.

A Specialist You Can Introduce

Practical Help for Your Commercial Clients

We specialize in Microsoft 365 and on-premises Active Directory security for businesses with 5–150 users, with larger environments considered by scope. Our assessments identify technical gaps, and our Security Hardening Projects address them.

We work alongside the client's existing IT provider. Assessments and remediation have a defined scope and fixed fee, with optional monthly security services.

A Renewal Raises Questions

The client is unsure whether their MFA, access controls, or other in-scope safeguards match what they are being asked to describe.

The Client Needs Technical Help

An assessment or questionnaire identifies a gap, but the business needs someone to scope, implement, and document the improvement.

Controls Need Continued Attention

The client wants someone keeping an eye on security as users, settings, and systems change.

What We Can Help With

Technical Controls. Clear Evidence.

We confirm the relevant systems and questions before quoting. Findings and completed work are documented within the project scope.

Microsoft 365 Security Assessment

MFA coverage, privileged access, email protection, sharing settings, and other identity and data controls.

Active Directory Security Assessment

On-premises domain accounts, administrative privileges, password policies, Group Policy, and domain configuration.

Security Hardening Project

We implement and validate fixes identified in an assessment. Supporting work can include business-class firewall, site-to-site VPN, and remote VPN access security.

How Referrals Work

A Straightforward Introduction

You stay in the insurance conversation. We handle the technical security work directly with the client and their IT provider.

01

Introduce the Client

With the client's permission, introduce us by email and share the reason they need technical help.

02

Confirm Fit & Scope

We speak with the business, identify which systems need attention, and provide a fixed-fee proposal for the work.

03

Assess & Address

We document findings and implement remediation, coordinating changes with the existing IT provider.

04

Document the Work

The client receives findings and completed-work records. We share relevant information with you with their permission.

Clear Responsibilities

Klevr assesses and improves technical controls covered by the client’s engagement. Coverage, terms, and eligibility remain decisions for the insurer. We do not guarantee approval or certify controls we have not verified.

Start a Conversation

Have a Client Who Needs Technical Help?

Let's discuss the clients you serve and when an introduction to Klevr would be useful.

Discuss Client Referrals

Prefer an email introduction? [email protected]