Partner Program

Partner With Us

Cyber Risk Validation & Referral Program for trusted professionals who want to protect their clients from cyber risk, regulatory exposure, and costly incidents.

Why Partners Work With Us

Cybersecurity has become a material business risk, not just an IT issue. Our partners rely on us to provide clear, documented security controls without fear-based selling or unnecessary complexity.

Reduce Claim Risk

Help reduce cyber insurance claim frequency and severity for your clients through proactive security measures.

Support Underwriting

Provide documented security controls that support underwriting, audits, and compliance reviews.

Neutral Partner

We act as a neutral cybersecurity validation partner, not a tool reseller or alarmist vendor.

Right-Sized Guidance

Offer clients practical, right-sized cybersecurity guidance tailored to their specific needs.

Who This Is For

We work best with professionals who advise small and mid-sized organizations handling sensitive data.

Insurance Agencies
Cyber & E&O Brokers
Financial Advisors & RIAs
CPA & Accounting Firms
Payroll, HR & PEO Providers

When to Introduce Us

Partners typically introduce us when a client is facing:

We step in calmly, assess risk, document controls, and guide next steps.

What Your Clients Receive

Our focus is clarity, documentation, and reasonable security.

Partner Benefits

Trusted Resource

A trusted cybersecurity resource for your clients that you can rely on.

Reduced Liability

Reduced professional liability exposure through documented security guidance.

Documentation Support

Documentation to support underwriting or advisory decisions.

Priority Support

Priority support for referred clients and flexible partnership options.

We never ask for exclusivity and never interfere with your client relationships.

Partner-Specific Programs

Select your profession to see how we can work together:

Insurance Brokers & Agents

Help your clients become better cyber insurance risks

Cyber insurance underwriting is getting stricter. We help your clients demonstrate documented security controls that satisfy underwriters, reduce premiums, and prevent claims.

Pre-bind security assessments for underwriting support
Documented MFA, endpoint protection, and backup verification
Claims prevention through proactive security measures
Renewal support with improved security posture documentation

Financial Advisors & RIAs

Protect client assets and meet SEC/FINRA requirements

Financial advisors handle sensitive client data and face increasing regulatory scrutiny around cybersecurity. We help you protect client information and demonstrate compliance.

SEC Regulation S-P and S-ID compliance support
Written Information Security Plan (WISP) development
Business email compromise prevention
Client data protection and encryption verification

CPAs & Accounting Firms

Protect client financial data and meet FTC Safeguards

Accounting firms are prime targets for cybercriminals seeking tax records, financial statements, and personally identifiable information. We help you protect client data and meet compliance requirements.

FTC Safeguards Rule compliance documentation
IRS Publication 4557 security requirements
Tax season security hardening
Secure file sharing and client portal security

Real Estate Professionals

Prevent wire fraud and protect transaction data

Real estate transactions involve large wire transfers and sensitive personal information. Business email compromise targeting real estate is a multi-billion dollar problem. We help protect your transactions.

Wire fraud prevention training and controls
Email security and impersonation protection
Client data protection for title companies and brokerages
Transaction verification procedures

Referral & Partnership Structure

We offer flexible partnership options, depending on your compliance needs and preferences:

All arrangements are documented, non-exclusive, and designed to respect professional and regulatory boundaries.

What We Don't Do (On Purpose)

  • We do not sell insurance
  • We do not provide coverage recommendations
  • We do not pressure clients into unnecessary tools
  • We do not compete with our partners

Our role is strictly cybersecurity assessment, documentation, and risk guidance.

Referral Agreement Summary

Our standard referral agreement is designed to be simple, transparent, and compliant with professional regulations:

Non-Exclusive Partnership

Partners may work with other cybersecurity providers. No lock-in or exclusivity requirements.

Compensation Options

Choose from flat referral fees, capped revenue share, or non-cash value arrangements based on your compliance needs.

Client Relationship

You maintain full ownership of the client relationship. We never market directly to referred clients.

Confidentiality

All referral information and client data is treated as confidential and protected per our security policies.

Termination

Either party may terminate the agreement with 30 days written notice. No penalties or clawbacks.

Compliance

Agreement structured to respect insurance licensing, financial advisor regulations, and professional ethics requirements.

How to Refer a Client

The referral process is designed to be simple and keep you informed every step of the way.

Refer a Client in 4 Simple Steps

1

Submit Referral

Use our partner form below or email us with basic client information and their security need.

2

We Reach Out

We contact the client within 1 business day to schedule a discovery call.

3

Assessment

We conduct a thorough security assessment and provide documented recommendations.

4

You Stay Informed

We keep you updated on progress and provide summary documentation for your records.

What we need to get started:

  • Client company name and primary contact
  • Brief description of their security need or concern
  • Your preferred communication method
  • Any relevant deadlines (insurance renewal, audit, etc.)

Frequently Asked Questions

Common questions about our partner program:

How does the partner referral program work?
Our partner program is straightforward: you introduce us to clients who need cybersecurity support, and we provide documented security assessments and guidance. We handle all technical work while keeping you informed of progress. Partnership options include referral fees, revenue sharing, or non-cash value arrangements like co-branded materials.
Is the referral program compliant with insurance and financial regulations?
Yes. We designed our program with regulatory compliance in mind. We do not sell insurance, provide coverage recommendations, or interfere with client relationships. All referral arrangements are documented, transparent, and structured to respect professional licensing requirements and regulatory boundaries.
How are client data and referral information protected?
We treat all referral and client information as confidential. Our data handling follows industry best practices including encryption, access controls, and documented security policies. We never share partner or client information with third parties without explicit consent.
Is there an exclusivity requirement for partners?
No. We never require exclusivity. Partners are free to work with other cybersecurity providers. Our goal is to be a trusted resource that adds value to your client relationships, not to create lock-in or competitive friction.
What happens if a referred client doesn't engage our services?
No problem at all. We understand not every referral will result in an engagement. There are no penalties, obligations, or awkward conversations. We appreciate the introduction regardless of outcome and will keep you informed if the client decides to engage later.
How quickly can you respond to a referred client?
We typically reach out to referred clients within 1 business day. For urgent situations like active incidents or imminent insurance deadlines, we can often respond same-day. Just let us know the urgency when you make the referral.
Can I get co-branded materials to share with my clients?
Yes! We offer co-branded cybersecurity readiness summaries, security checklists, and educational materials that you can share with clients under your brand. This adds value to your client relationships while positioning you as a trusted advisor. Download our co-branded template below or contact us for custom materials.

Co-Branded Partner Materials

Download materials you can customize and share with your clients:

Partner Cybersecurity Guide Template

A co-brandable PDF guide explaining cybersecurity basics, insurance requirements, and how your clients can improve their security posture. Add your logo and contact information.

Request Co-Branded Materials

Contact us to receive your customized partner materials package.

Let's Explore a Partnership

No obligation. No exclusivity. Just a practical way to protect clients and reduce risk.