- 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.