Client journey

From fit check to claim-ready evidence

Carriers evaluate your risk profile, bind coverage with active-compliance expectations, and at claim time test whether controls were maintained and evidence matches what was attested. Our workflow aligns each step to what underwriters and claims adjusters actually review.

Workflow stages

Intake — fit checkSecurity evaluation & underwriting prepRemediation (Quick-Fix Bundle)Attestation & policy bindingActive compliance (retainer)Claim-ready / incident response support
  1. What happens
    We collect your policy questionnaire, prior policy (if any), IT inventory snapshot, and size tier to confirm scope.
    What we do
    Scoping call and baseline questionnaire matrix applied to your firm type and carrier.
    What you provide
    Current application or renewal questionnaire, prior policy, MSP/IT contact.
    Turnaround
    2–3 business days after materials received
    Output
    Fit memo + fixed quote for the next stage
    Insurer tie-in
    Underwriters start from the same questionnaire fields — we confirm you are in scope before you pay for evaluation work.

Five-day Readiness Review timeline

Transparent turnaround for the $750 fixed-scope review (verified tier may extend for MSP queue).

  1. 1

    Materials in

    Questionnaire, prior policy, MSP contact — fit confirmed.

  2. 2

    Crosswalk draft

    Map carrier questions to evidence types; flag cannot-prove answers.

  3. 3

    Verification

    Read-only exports or MSP artifacts for verified tier.

  4. 4

    Gap closure

    Client/MSP supplies missing exports; heat map updated.

  5. 5

    Human sign-off

    Partner review; broker-ready PDF + evidence index.

KJ Digital Solutions is a risk-reduction consultancy — not an insurer, broker, or guarantor of coverage, premiums, or claim payouts. The carrier determines coverage; you remain responsible for maintaining controls for the policy term.

Get started

KJ Digital Solutions is a risk-reduction consultancy — not an insurer, broker, or guarantor of coverage, premiums, or claim payouts. The carrier determines coverage; you remain responsible for maintaining controls for the policy term.