Getting Started

💡 Do step 1 first even if you're tempted to skip it. Connecting your PSA is what removes the most tedious part of onboarding: assembling a client list by hand. Everything downstream is faster once it's done.

1. Connect your PSA

This lets Inscora read your client list directly instead of you typing it in.

You'll need: API credentials for the PSA you use to manage clients.

Open Integrations to see which platforms you can connect today. Each one has a pair of pages: how to create the API credentials inside the PSA, then how to enter them in Inscora and verify the connection.

2. Import your clients

Use the Import Clients panel on the Clients page and bring your whole portfolio in at once. If you connected a PSA in step 1 there's nothing to prepare: the panel reads your clients straight from it.

The domain matters more than the name. It's where the insurability scan starts, so a wrong domain produces a score for the wrong company. See Add Clients for the full flow, including the one-off + Create Client dialog for a single new client.

ℹ️ No PSA? Import from a spreadsheet instead. The CSV tab of the same panel takes a file listing each client's company name and primary domain. Hit Download Import Template there to start from the correct header row, then upload it back. Add Clients has the column list.

3. Add your team

Invite everyone who needs access, so they're working in the platform rather than waiting on you.

You'll need: each person's name and e-mail address, and a decision on who should be an Admin.

Admins see every client in the organization and can manage settings; standard Service Providers only see the clients assigned to them. Invite them from the Members section of Organization Settings.

4. Review your Service Catalog

This is what turns the CIPScore into a sales conversation: Inscora matches your own offers to each client's gaps and surfaces them in the remediation guidance and in client-ready reports.

Inscora pre-loads your catalog for you, so this is usually a review-and-correct exercise rather than data entry.

You'll need: your current service catalog, with prices if you want revenue projections rather than client counts.

You can also send it over in whatever format you already keep it in: a spreadsheet, a price list, an export from another system. Once it's in, review and adjust it on the Service Catalog page.

Your catalog stays under your control. It's used to generate your own recommendations and reports, and is never shared with other Service Providers, brokers, or anyone outside your organization.

5. Set your Preferred Broker

Optional. Do this if you already work with a cyber insurance broker you want to give access to Inscora so they can place your customers.

You'll need: the broker's Agency Website and Broker Email. Those are the only two fields the invitation asks for.

Set it in the Preferred Broker section of Organization Settings.

If you don't have a broker, skip this step and use Inscora's Partner Broker instead. Inscora hand-picks its broker panel: specialists who place cyber risk every day, know how underwriters read a CIPScore, and take a strong score to the carriers most likely to reward it. Your client gets better premiums and terms than a generalist would find them, and you don't have to shop the market yourself.

6. Map your existing security questionnaire

Optional. Do this if you already put clients through a security questionnaire of your own: a compliance-driven assessment (SOC 2, ISO 27001, HIPAA, CIS), a pre-sales or onboarding cyber evaluation, an annual risk review, or a client's own vendor-security questionnaire you fill in on their behalf.

You'll need: a copy of the questionnaire, in whatever format you keep it in.

Inscora maps it automatically and scores the answers against insurability requirements. You won't be asking clients the same questions twice, and a process you already run becomes behind-the-firewall input that fills in the parts of the CIPScore an insurability scan can't see. Send it to Inscora support: unlike the steps above, this one is set up with you rather than self-serve.

7. Let the insurability scan run

Nothing to configure. The moment a client lands in Inscora, discovery and an insurability scan start automatically from the website you provided.

Results appear on each client's page as the insurability scan completes. Hover the Scan in progress button to see which step it's on. For the detail, see Run an Insurability Scan.

8. Review the CIPScore and start the sales conversation

Open a client's page and look at the CIPScore card and the CIPScore Detail tab, where each control category carries its own score and validation list. See Understanding the Cyber Insurability Posture Score for how the score is built.

This is where the catalog review in step 4 pays off. On any insurability scan result, open Deep Analysis: as well as what was found and why an underwriter cares, it closes with How your Service Provider can help, naming the specific offers from your catalog that address that gap. You're not pitching in the abstract, you're pointing at an evidenced problem and the service you already sell that fixes it.

When you're ready to put it in front of the client, use Export Summary to generate the Cyber Insurability Report: a client-ready PDF carrying the same posture detail and the same recommendations from your catalog, under a heading in your own MSP's name. Hand it to the client or their broker as it comes. See Exporting the Cyber Insurability Report.

9. Invite the client and complete the assessment

The insurability scan sees what's exposed to the internet. The rest of the CIPScore comes from behind the firewall: partly from the systems Inscora connects to, and partly from answers only the client can give, because no system can attest to a policy, a response plan, or how often staff are trained.

Use Invite a Client User to bring someone from the client's organization in to answer the parts only they can (MFA, backups, incident response plan, employee training). Once the questionnaire is far enough along, follow Create & Finalize an Assessment to pick the carrier questionnaire(s), assign a broker, and submit the application.

What's next

Once you've done this for one client, the same pattern applies to the rest of your portfolio. A few places to go from here:

• Dashboard & Clients - your portfolio at a glance, with the revenue opportunity your catalog unlocks and filters for CIPScore, renewal date and application progress.

• Prospecting - the same machinery pointed at prospects you're selling to, using insurability as the opening.

• Personal Settings - notifications for posture changes and questionnaire progress.

• Public API - push clients in and pull scores out programmatically, if you'd rather drive Inscora from your own systems.