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A practical checklist for business owners and operations leaders who want to review the controls that commonly create trouble during cyber insurance applications, renewals, and follow-up questions.
This checklist is for preparation only. Sun Life Tech does not sell insurance, guarantee approval, determine coverage, or provide legal advice.
Free PDF checklist • Plain-English controls review • Built for small-business renewal prep
Review the control areas that commonly show up in cyber insurance conversations before a renewal or questionnaire becomes urgent.
Use the checklist to separate what is clearly in place from what still needs validation, documentation, or technical cleanup. The goal is a cleaner conversation before you submit answers under pressure.
Guide overview
The checklist is organized around the security controls that most often affect renewal confidence: identity, endpoints, backups, email security, access cleanup, and written support evidence.
Preparation
A rushed renewal process is where weak assumptions become expensive. Reviewing the controls early gives the business time to tighten gaps, collect evidence, and avoid answering technical questions with too much guesswork.
Reduce last-minute guessing before renewal questions are due.
Spot missing or undocumented controls sooner.
Create a clearer list of technical follow-up items for the business or IT provider.
Support
If the checklist identifies uncertainty around MFA, endpoint coverage, backups, Microsoft 365, or documentation, Sun Life Tech can help review the technical side before the insurer conversation moves forward.
If the checklist identifies uncertainty around MFA, endpoint coverage, backups, Microsoft 365, or documentation, Sun Life Tech can help review the technical side before the insurer conversation moves forward.
Questions
Use these questions to guide the next internal review with your team or advisor.
Can we prove MFA is enforced for every relevant account?
Do we know whether backups were tested recently?
Could we explain our endpoint protection in plain language today?
Would our documentation match what is really configured?
Related support
If the guide raises questions about your current setup, these related services may help with a more direct review.
Review the technical controls, documentation, and evidence behind renewal answers.
Tighten MFA, admin access, mailbox exposure, and identity risk before insurer questions surface them.
Verify whether backup and recovery assumptions will actually hold up under pressure.
FAQ
Short answers to common questions about the guide and the related technical review process.
No. It is a preparation tool only. Approval, coverage, pricing, and claims decisions stay with the insurance provider and policyholder.
Yes. The checklist helps business leadership review whether the controls being described are clearly in place and documented, regardless of who supports the environment.
Next step
If the guide raises technical questions, Sun Life Tech can help review the environment and identify what should be addressed first.
If the guide raises technical questions, Sun Life Tech can help review the environment and identify what should be addressed first.