#22087 Please help with cyberinsurance questionnaire

Created from Lead: https://artichoke.shield.syncromsp.com/leads/15362036/convert

Peet- I have a quote for cyber insurance from a company called "Coalition"-they were one of the companies recommended by RIA in a Box. Will you look at the answers to the questions below and make sure your are in agreement with the answers, especially the more technical ones (#3, #5 & #6)? Thx! [cid:[email protected]] [cid:[email protected]] Jill M. Tripp, CFP(r) Stewart & Associates, PLLC 27 Fort Missoula Rd., Suite #1 Missoula, MT 59804 Ph: 406.541.3733 Fax: 406.541.3734

Sorry I just didn't get the darn attachments open! I'm so used to having to fill out virtually all the answers Every answer is correct but ... #3 You don't encrypt external storage, but I'll push the policy to block external drives completely like we talked about. So technically you aren't encrypting external storage but that's a big "N/A". You don't need to explain that in detail. Cheers.Peet

[cid:[email protected]] Peet—here’s the questions I need to answer. We talked about the first few, but please look through them all and let me know if there are any “no” answers. #2 and #3 are both N/A. Really the details under #1 and #4 are what I need your input on the most! JT From: Artichoke Support - Peet  Sent: Wednesday, October 19, 2022 2:38 PM To: Jill Tripp  Subject: Please help with cyberinsurance questionnaire (message id: 60186937)

2. Yes, you don't process CC. If you do, there's a couple of end user training points to manage. 3. No/Not Applicable 4. a. no, b. yes, c. yes, d. yes e. yes (for M365. I cannot speak to any other service) 5a no b no 6. no Cheers.Peet

Peet— Can you re-cap the answers for #1 as well? I don’t think we made it past letter e under section 1. Thx! Jill From: Artichoke Support - Peet  Sent: Thursday, October 20, 2022 12:32 PM To: Jill Tripp  Subject: Please help with cyberinsurance questionnaire (message id: 60186937)

1 a yes b yes c yes d yes e no (no written policy/procedure. But you and your staff know to turn off device and reach out to me) f. no (no written policy/procedure. But the answer really is/will be as simple as login into a new Window Pro machine as your M365 user and choosing to enroll. h. no (no written policy/procedure .. done defacto with me ¯\_(ツ)_/¯ ) i. yes (for 365 at least) 2 n/a if not taking cards 3 n/a you're not a covered entity 4 a. N/A (as soon as I can turn off bubba) Cheers.Peet

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