For brokers and IT advisors

Help small business clients get their security readiness work organized.

Index8 gives brokers and IT advisors a simple way to guide clients through security readiness without forcing them into enterprise software.

An advisor reviewing readiness documents with a client across a desk
The reality

What you see across every client.

Clients scrambling at renewal

The carrier sends the questionnaire. Your client opens it for the first time three weeks before renewal.

Missing evidence

MFA is on, but no one took a screenshot. Backups run, but no one logged the last test. Hard to show.

Repeated questionnaire confusion

Different carriers ask the same questions in slightly different ways. Clients answer from scratch each time.

Small teams needing clear guidance

Your clients do not have a CISO. They need a coach, not a GRC platform.

Partner-friendly readiness summaries

You want to hand a client a clean one-pager. They want to share it with their team.

How Index8 helps

The tools your clients actually need.

A guided security readiness check, in three minutes

Send clients a link. They finish 18 questions before your next call. You walk in with their score.

Evidence organized for the carrier

Screenshots, backups, policies, vendor lists. Tied to the controls the carrier cares about.

Policy templates clients can edit

AI Usage Policy, password basics, vendor access, incident response. Templates they will actually read.

A one-page security readiness summary

Review-ready, the same numbers as the dashboard. Hand to the underwriter. Hand to the board.

Example workflow

From scattered to renewal-ready in five steps.

Onboard a client
Five steps
  1. 01Share the check
    A three-minute readiness link
  2. 02Set up the workspace
    Industry, size, renewal date
  3. 03Walk the dashboard
    Top three gaps, owners assigned
  4. 04Organize evidence
    Exports tied to controls
  5. 05Renewal, prepared
    Your client has the documentation
Carrier conversations get easier when the documentation is ready.
Works alongside the carrier

The security readiness layer that makes underwriting conversations easier.

Coverage, premiums, and policy decisions belong to carriers and underwriters. Index8 helps your clients walk into those conversations organized, with the documentation a carrier may ask for.

Start here

Onboard your first client this week.

Create your account, invite a client to a workspace, and walk into your next renewal call prepared together. The security readiness check is free if you want to preview the experience first.

Run a security readiness check
Or request partner access