The Cyber Insurance Readiness Workflow
Getting a client ready for cyber insurance takes several distinct pieces of work, and they have to happen roughly in order. The Cyber Insurance Readiness card on every client page tracks each one, shows you which is current, and takes you straight into it.
ℹ️ One card, one place to look. The readiness card replaces the old Cyber Insurance Application tile. Everything that tile did (starting an application, resuming one in progress, showing how far along it is) now lives in the workflow, alongside the rest of the work it never covered.
Where to Find It
Open any client from Clients or Prospects. The Cyber Insurance Readiness card sits at the top of the main column, directly above the CIPScore box. The client's broker and Service Provider assignment stay in the narrow column on the left.
The readiness card early on: the first scan is done, and the button points at the step to start next.
The Steps
The steps appear in order, and the connector between two of them fills in once the earlier one is done.
Step | What it covers | Counts as done when |
|---|---|---|
Continuous Monitoring | The recurring insurability scan of the client's internet-facing assets. | The client is monitored and at least one scan has finished. |
Cyber Insurability Assessment | A cyber-focused questionnaire covering the internal controls a scan cannot reach, framed around what cyber insurance needs to see. It isn't an insurer's application form: it can be Inscora's own questionnaire, a partner's, or your existing cyber assessment questionnaire imported into Inscora and mapped to the insurance world. | You mark the assessment complete. |
Find a Broker | Assigning the broker who takes the application to market. In some regions you can also pull quotes directly in the platform, and that route is expected to widen over time. | A broker is assigned to the client. |
Insurance Application | The carrier questionnaires the broker needs in order to quote. | You mark the insurance application complete. |
⚠️ Mark a questionnaire complete when you're done with it. The two questionnaire steps turn green when you complete them, not when the last question happens to be filled in. A form with nothing left blank still shows as in progress until you press the complete button.
Reading a Step
Each step shows an icon, its name, and sometimes a date line underneath. The icon is what tells you the state:
What you see | What it means |
|---|---|
Blue circle with a play triangle | Not started. Click it to begin. |
A percentage ring | In progress, with how far along that questionnaire is. Only the assessment and the insurance application show a percentage. |
Green circle with a check | Done. Hovering swaps the check for a re-run icon: the step is still clickable if you want to go back into it. |
Orange circle with an exclamation | Expired. The step was satisfied once, but what satisfied it has since lapsed. |
A spinner | Work is running right now, such as a scan in progress. The step is not clickable until it finishes. |
The date line under a step is dropped in when Inscora has one to show: Last scan and Next scan on monitoring, Completed on the two questionnaire steps, and Assigned on the broker step. A step with no date to show simply has no second line.
ℹ️ Brokers assigned a while ago may show no date. The Assigned line only appears when the moment of assignment was recorded. Clients whose broker was assigned before Inscora started tracking that will show the step complete with no date, which is expected.
The Action Button
The button in the top-right corner of the card always points at the first step that is not yet complete, so you can work a client forward without deciding what comes next. Its label tells you what it will do: on the two questionnaire steps it offers to continue where you left off, and on the others it carries the step's own name.
Working an Application
Clicking Cyber Insurability Assessment or Insurance Application takes you into the questionnaire for that step, and Inscora picks the shortest route based on what already exists:
- No open application. The questionnaire selection flow opens, already set to the type the step covers.
- An open application that already includes this type. You go straight into the form, filtered to just that type's questions.
- An open application that doesn't include this type yet. The Edit Carriers modal opens so you can add it to the form you already have, rather than starting a second application.
Starting from Previously Completed Answers
If the client has completed an application before, Inscora offers those answers as a starting point before anything else. The Select previous answers modal shows one card per questionnaire type the client has finished, each with the completion date, roughly how many answers it can carry across, and small circles for the carriers that round covered. Hovering the circles lists those carriers by name.
Pick a card and choose Use these answers, or choose Start Empty to begin from nothing. Clients with no completed applications never see this modal.
💡 This is the renewal path. At renewal, start from the client's last completed round and update only what changed. Inscora keeps every answer in the platform, so nothing depends on finding last year's PDF in an e-mail thread.
⚠️ The answer count is an upper bound. An old answer is only carried over when its question still exists in the new form, is still unanswered, and the stored answer still fits. Expect the number that lands to be a little lower than the number on the card.
The Select Questionnaire modal follows. Because the step already decided the questionnaire type and region, only the language selector is offered. If you carried answers across, the summary line at the top counts them alongside the questionnaires and questions.
ℹ️ About the second Start Empty. You'll see the button twice. On the previous-answers modal it means carry nothing over. On the Select Questionnaire modal that follows, the answers you already picked still come with you: there it only means skip the AI pre-fill.
One Application, Two Questionnaire Types
A single application can carry both the cyber insurability assessment and the insurance application. When you enter it from a step, you see only that type's questions, and sections holding none of them drop out of the section list. The progress counters follow suit and count only what you're looking at.
That means each type can be finished on its own schedule. The progress panel offers a complete button per type, and completing one records its answers and removes its questions from the form. The other stays open. Completing the last remaining type completes the whole application.
💡 The two share their answers, so nobody works twice. The assessment and the insurance application overlap heavily. Whichever you fill in first, every question the two have in common is already answered in the other, and it stays answered when you complete one of them. For a client doing both, this is where most of the time is saved.
Both questionnaire types on one application, each tracking its own progress.
Going Back to a Completed Round
Completed applications stay exactly as they were. To revise one, use Edit on the Past Applications tab: it starts a fresh application with the same questionnaires and language, seeded from the client's most recent completed answers, and leaves the original untouched as the record of what was submitted. See Past Applications for the full tab.
What Brokers and Clients See
The same readiness card appears in the broker and client portals, with the same five steps and the same wording, so everyone is looking at one shared picture of where the client stands. What differs is what each can act on: some steps belong to you, some to the client, and some to the broker.
Client users have a narrower client page overall: they see the CIPScore detail, the cyber limit breakdown, and past applications, and they cannot start a new application from a completed one.