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Broker User Guide

Complete guide for managing clients, tracking assessments, and monitoring cyber risk

Quick Start
1

Access Broker Dashboard

Log in with your broker credentials to view your client portfolio

2

Invite Clients

Click 'Invite New Client' to send assessment invitations to your clients

3

Track Progress

Monitor client scan results, questionnaire completion, and HDI scores from your dashboard

Key Features

Client Management

  • • Invite clients via email with insurance details
  • • Track client status (invited, active, completed)
  • • Resend invitations to pending clients
  • • Delete client accounts when needed

Scan & Questionnaire Tracking

  • • View all client security scans (AWS, Azure, GCP, M365)
  • • Monitor questionnaire completion status
  • • Access detailed scan results and compliance scores
  • • View HDI Cyber Risk Scores

Insurance Period Management

  • • Set insurance start and end dates
  • • Track client mode (assessment/monthly reporting/expired)
  • • View remaining scans per provider
Common Workflows

Inviting a New Client

  1. 1.Click 'Invite New Client' on dashboard
  2. 2.Fill in client details and insurance information
  3. 3.Client receives email with secure login credentials
  4. 4.Client appears in your dashboard with 'Invite Pending' status

Reviewing Client Scan Results

  1. 1.Go to 'Client Scans' tab
  2. 2.Find completed scan and click 'View Results'
  3. 3.Review compliance scores, findings, and recommendations

Managing Client Insurance Period

  1. 1.Navigate to 'Clients' tab
  2. 2.Locate client and enter insurance start/end dates
  3. 3.Click 'Save' - dates must be confirmed by admin to activate monthly reporting mode
Understanding Client Modes
Assessment Mode

Trial phase - client can run unlimited scans. Use this for initial assessment before insurance activation.

Monthly Reporting Mode

Active insurance - 1 scan per provider per month. Monthly reporting mode, admin has confirmed insurance dates.

Expired

Insurance expired - no new scans. Contact client to renew insurance coverage.

Use Cases & Examples

Onboarding New Insurance Client

Send invitation with policy details, client completes scans and questionnaire, review results together.

Monthly Reporting Check

Review monthly scans from reporting clients, identify new risks, discuss improvements.

Handling Expired Insurance

Client enters expired mode, contact them for renewal, update dates after renewal confirmed.

Tips & Best Practices
  • Set insurance dates during trial period so clients can transition smoothly to monthly reporting
  • Use the 'Resend Invite' feature if clients don't receive initial invitation
  • Review questionnaires in addition to scans for complete cyber risk picture
  • Monitor 'Active Scans' to identify clients who may need assistance
  • HDI scores combine technical scans (70%) and organizational assessment (30%)
Quick Actions Reference

Invite Client

Send assessment invitation

Resend Invite

Resend to pending clients

View Results

View scan details

Delete Client

Remove client account

Set Insurance Period

Set insurance dates

View Questionnaire

Review client answers