Index8 helps small businesses organize policies, evidence, training, AI usage, trust profiles, and next steps into one living readiness index.
Overall readiness · Cedar & Co.
Index8 Security organizes the work. Index8 Trust turns that work into proof you can share with clients, brokers, and partners. Index8 Pathway connects your gaps to the tools that can close them.
Index8 brings policies, training records, evidence, and next steps into one guided system your team can maintain.
Most teams already have the pieces. They live in different tools, different inboxes, and the head of whoever set them up.
Your score is built from your answers, mapped to four readiness pillars, then connected to recommended actions, evidence, policies, and training. Every step ties back to a control, so the number is a path, not just a result.
Six moments where an organized security readiness picture changes how the week goes.
A renewal questionnaire just landed. Index8 organizes MFA, backups, employee training, policies, admin access, and incident response so your broker conversation goes faster.
Your team is using ChatGPT, Claude, and Gemini at work. Index8 sets clear rules for approved tools, prohibited data, and review cadence, then tracks team acknowledgment.
A client asks how your team handles security. Index8 organizes a security readiness summary you can hand to clients, brokers, partners, and internal reviewers.
New hires and existing teammates need security fundamentals. Index8 tracks short modules on phishing, passwords, incident reporting, and safe data handling per person.
Devices, vendors, and admin access need a quarterly pass. Index8 maintains the list of who has what access, on which device, with which vendor, and when it was last reviewed.
Your broker or IT advisor needs a clear picture before a meeting. Index8 organizes the score, gaps, and supporting documentation they need to walk through.
Index8 brings your score, policies, training, evidence, and report into one workflow your team can maintain.
See your overall score, four readiness pillars, and the next action worth taking.
Backed by evidence
Create practical guidance for ChatGPT, Claude, Gemini, Copilot, AI note takers, and embedded tools.
POL · AI-001 · Draft ready for review
Assign short lessons and track completion across your team.
EDU · 014 · 11 of 12 complete
Store screenshots, records, policies, notes, and training acknowledgments by control.
EVD · 42 files · current
Bring your score, policies, training, evidence, and next steps into one clear summary.
RPT · Q2 · Ready to share
Short answers to the questions careful buyers ask. For deeper detail, read our security posture.
Index8 provides readiness guidance, documentation support, and educational templates. Review important legal, insurance, IT, and security decisions with qualified professionals.
No. Index8 helps organize readiness work, documentation, and supporting evidence. Formal certifications, insurance decisions, and legal advice come from qualified third parties.
Yes. Index8 helps you organize common renewal topics like MFA, backups, employee training, policies, admin access, and incident response so broker and insurer conversations are easier to prepare for. Final decisions stay with the insurer.
Yes. Index8 creates a review-ready summary that can support conversations with brokers, clients, advisors, and internal leaders.
Yes. Index8 works alongside your IT, insurance, and advisory partners by organizing the readiness work they often ask about.
Examples include MFA screenshots, backup records, policy acknowledgments, training records, vendor lists, admin access reviews, and renewal notes.
Evidence you add is organized in your workspace and labeled by status so your team can see what is current, missing, stale, or ready for review. See our security posture for more.
Start with a simple check and leave with a clearer view of your policies, training, evidence, and next steps.
Start without an account. Save your plan when you are ready. Request Index8 Setup.
