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How to Document MSP Security Readiness for Cyber Insurance Applications

by Stela Panesa, Technical Writer
How to Document MSP Security Readiness for Cyber Insurance Applications blog banner image

Cybercrime has reached new heights, and new research suggests it will continue to do so in the coming years.

Sources like Cybersecurity Venture predict that the cost of global cybercrime will grow by 15% annually over the next five years and could potentially increase to $1 trillion per month by 2031.

As a result, more and more companies are looking for higher insurance coverage, which is causing insurers to demand more detailed documentation for cybersecurity readiness assessments.

Whether applying directly themselves or helping their clients through the process, MSPs must present clear, concrete evidence of their cybersecurity posture.

This means that if you want comprehensive cyber insurance, you need to demonstrate robust technical controls, continuous governance over tenant environments, and well-defined incident response strategies.

Adopting a structured approach to documentation can increase your chances of approval.

What insurers want: Key documentation requirements for a cybersecurity readiness assessment

Cyber insurance requirements can vary depending on the type of coverage you’re applying for and the insurer you’re working with. Still, there are documentation areas that almost every provider asks for.

A. Security Posture Reports

These reports demonstrate how well protected your MSP is from common cyberthreats. It should include:

ComponentPurpose/Value
Recent vulnerability assessments and patching logsDemonstrates that your systems are regularly scanned for vulnerabilities and patches are applied on time
Antivirus/EDR deployment status and monitoring evidenceConfirms that your endpoint protections are active and monitored using reliable tools like Axcient and Blumira
Multi-factor authentication (MFA) enforcement and access logs across all privileged accountsEnsures that MFA is enforced for all critical accounts

B. Backup & Disaster Recovery (BDR) Verification

This reassures insurers that your organization can recover from data loss or system failure.

ComponentPurpose/Value
Documented backup schedules, retention policies, and encryption standardsShows that your backups are regular, secure, and compliant with industry data protection standards
Logs of successful restore tests and failover drillsHighlights that your backup strategies have been tested and are working in practice.

💡Tip: You can use Huntress and other similar tools to monitor and validate your BDR processes.

C. Policy Frameworks & Governance

These documents establish that your organization implements a structured approach to cybersecurity.

ComponentPurpose/Value
Incident response plan and evidence of testingProves readiness in case of a breach
Acceptable use, breach notification, and data retention policiesEnsures that your employees know and understand their responsibilities
A map of controls to NIST CSF, CIS Controls, and other similar frameworks, summarized in a Compliance ScorecardDemonstrates that your security practices align with industry standards

D. Access Control and Privilege Management

This section demonstrates that you do not grant access to systems and data without proper oversight.

ComponentPurpose/Value
Review logs of inactive or orphaned accountsShows that your organization is actively managing user accounts
Privilege escalation policies and audit trailsIllustrates how your organization grants and monitors escalated access
Logs from recent access reviewsEstablishes that you regularly review and update access rights

💡Tip: Use ConnectSecure to automate the documentation of these processes.

Automating documentation processes for cybersecurity risk assessment

Since compiling security documentation can be time-consuming, you can use scripting to automate the process. Here’s a sample PowerShell script you can use to automate the export of MFA-enabled users from Azure AD:

Connect-MgGraph -Scopes "User.Read.All", "UserAuthenticationMethod.Read.All"

$users = Get-MgUser -All

$results = foreach ($user in $users) {

$methods = Get-MgUserAuthenticationMethod -UserId $user.Id

$mfaEnabled = $false

foreach ($method in $methods) {

if ($method.ODataType -match "microsoftAuthenticatorAuthenticationMethod|phoneAuthenticationMethod|fido2AuthenticationMethod") {

$mfaEnabled = $true

break

}

}

[PSCustomObject]@{

UserPrincipalName = $user.UserPrincipalName

MFAEnabled = $mfaEnabled

}

}

$results | Export-Csv "C:\ComplianceEvidence\MFA_Enabled_Users.csv" -NoTypeInformation

This script can help you produce verifiable evidence that you enforce MFA.

Best practices for effective cybersecurity documentation

Here are some additional best documentation practices to make preparing for a cybersecurity readiness assessment easier:

Create a “Cyber Insurance Readiness” folder

Set up a centralized folder where you can put all the key documentation insurers typically ask for during a security readiness assessment, including:

  • Backup logs
  • Vulnerability scan summaries
  • Policy templates
  • MFA snapshots

Organizing all your files in one place will make filing for new insurance applications easier.

Use version control and timestamping

To ensure that you don’t accidentally submit outdated documentation to insurers, all your files should have:

  • A clear version number (e.g., v1.2, v2.0)
  • A last updated date
  • A change log, if applicable.

This will help you maintain a clear audit trail.

Leverage simple compliance mapping

Map your documents and controls to a recognized cybersecurity framework, like:

  • NIST Cybersecurity Framework (CSF)
  • CIS Controls
  • ISO/IEC 27001

A mapping table or checklist demonstrates that your organization’s cybersecurity strategies align with the industry’s best practices.

Train clients on their role

In addition, you must train your clients on their role in maintaining a secure infrastructure. For instance:

Documenting these shared responsibilities prevents misunderstandings and helps strengthen your client’s overall security posture.

Review and refresh your documentation quarterly

Cyber insurance requirements can change quickly, so you should review and update your documentation at least every quarter.

Set recurring reminders to re-run automation scripts for exporting data and incorporate insurer feedback into your existing documentation.

Coordinate with brokers beforehand

Finally, talk to your insurance brokers before the cybersecurity readiness assessment. Ask them about the documentation they typically request, their preferred formats, and any frameworks they follow.

💡Tip: Leverage tools like ScalePad to automate asset tracking, backup verification, and compliance reporting.

What is cyber insurance, and why is it important?

Cyber insurance, or cyber liability insurance, helps businesses cover financial losses from data breaches and cyberattacks. It works just like any insurance policy: providers will pay for covered damages and costs, including data recovery, legal fees, and even lost revenue.

With the cost of cybercrimes increasing alarmingly, organizations need safeguards to help them recover the financial and reputational damage they may incur from an attack.

However, it’s important to note that cyber insurance can never replace an effective cybersecurity program. Instead, think of it as your safety net and robust security posture as the foundation of your defense mechanism.

Without a strong cybersecurity program in place, most insurers will offer you limited protection for a steep price. Worse, they’ll refuse to issue you coverage.

How NinjaOne can help you prepare for a cybersecurity readiness assessment

NinjaOne has various tools to turn complex security documentation into clear, verifiable evidence.

NinjaOne ServiceWhat it isHow it helps 
Policy TemplatesStores security policies, knowledge base articles, and standard operating procedures (SOPs) in NinjaOne Documentation.Takes the manual work out of compiling security documentation and ensures all your evidence is formatted properly
Registry Key ValidationUses advanced device filtering to scan endpoints for backup configuration status, EDR presence, and encryption status.Reduces the time spent on conducting gap analysis
Scheduled ScriptsAllows you to create scripts for gathering compliance evidence and generates reports with timestamps and detailed device information.Ensures consistent, up-to-date compliance data with minimal manual effort
Restore Success TrackingLogs backup and restore success/failures and creates snapshots of backup configurations.Validates your organization’s disaster recovery capabilities and backup integrity
Compliance TaggingUse device tagging to mark compliant systems and provide client-facing summaries like runbook reports and dashboards.Makes demonstrating compliance posture easier

Strategic documentation: The key to a successful cybersecurity readiness assessment

As cybercrimes continue to escalate, insurance providers are becoming increasingly selective about the organizations to which they grant coverage. They don’t just want to hear that you have the right security measures in place; they want you to prove it by submitting clear, verifiable evidence.

This is where strategic documentation comes in. By preparing well-organized reports and policies that align with industry standards, you can speed up the underwriting process and reduce premium rates.

More importantly, strategic documentation reinforces your MSP’s reputation as a proactive cyber-risk mitigator.

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