You said · Worried about the questionnaire
Industry · Finance, advisers, accountants, AFSL
The insurance questionnaire is asking harder questions than last year.
A cyber insurance renewal form has landed on your desk with controls that go well beyond basic hygiene. The underwriter wants proof of MFA scope, Essential Eight maturity, and verified backup restoration. A real answer reveals gaps in your current posture. Overstating your capabilities risks a declined claim when a breach occurs. We help you align your technical reality with the insurer's expectations.
What this usually looks like
What the new questionnaire demands from Australian financial services.
Firms holding an AFSL or operating as an AR face scrutiny from APRA CPS 234 and wholesale-client security questionnaires. The insurance form mirrors these regulatory pressures. It asks for specific evidence on data sovereignty, offboarding procedures, and incident response timelines. Generic answers no longer satisfy the underwriter.
Your stack likely includes XPLAN, Iress, Class Super, or BGL alongside Xero and MYOB. Each platform has unique identity and access requirements. The questionnaire demands you prove that these integrations are secured against credential theft and lateral movement. It also probes your ability to isolate backups from ransomware encryption.
The risk is not just a higher premium. It is a declined claim or a total non-renewal. If you answer 'yes' to a control you cannot demonstrate, the insurer can void coverage post-incident. We see firms panic-patching weeks before renewal, which often introduces more errors than it solves.
Where we'd start
Where we start to secure your renewal.
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Step 01
Map controls to your actual posture
We audit your current environment against the questionnaire's specific clauses. We identify where you meet the requirement and where you fall short. This includes checking MFA coverage on all remote access and administrative accounts. We verify that your Essential Eight implementation matches your maturity level.
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Step 02
Validate backups and recovery
We perform a documented restoration test of critical financial data and client records. The insurer wants proof that your backups are immutable and offline. We generate a report showing successful recovery times for your key applications like Iress or XPLAN. This evidence is far stronger than a self-attestation.
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Step 03
Draft defensible answers for the form
We help you complete the questionnaire with precise, evidence-backed responses. Where gaps exist, we document a remediation plan with clear dates. This approach shows the insurer you are managing the risk rather than hiding it. We ensure your incident response plan is current and tested.
Baseline controls, shared decisions
We take security so seriously, it's not optional.
Every plan includes the same core protections, because these are the controls that stop most of what we get called to. Phish-resistant multi-factor authentication. Known vulnerabilities closed within thirty days. Backups we have tested by restoring. Access removed the day someone leaves. A password manager, and a Microsoft 365 tenant that is hardened and kept that way. Those are not negotiable.
Beyond that, the right controls depend on your business, and application control is the clearest example. It is the strongest defence against software that should not run, and it costs real money and time to operate. A financial planning firm earns that cost back. A lawn care business rarely does. Knowing which one you are is our job, not yours.
Where a control does not fit, we agree that with you and write it down. You either source it elsewhere at your own cost, or we record the gap and what we both accepted. Nobody should learn about it during an incident.
We will still say no to a change we think ends in a breach, because we are in that incident with you. If you want every request actioned without anyone asking what it costs you, we are the wrong firm.
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The highest-impact controls are in every plan
A password manager, tested backups, endpoint and identity threat detection, and a hardened Microsoft 365 tenant come with all four plans. They are not priced separately.
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The rest we assess against your business
Above the baseline we assess each control against how you actually work, then tell you which ones earn their cost. Whatever we settle on, we write it down.
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We can say no to a change
If a request would leave you exposed, we will say so and we will not action it quietly. Convenience is worth arguing about. A breach is not.
What each plan includes
The full list of controls, and which plan includes which, is on the plans page.
Track record
Twenty years in. A hundred-plus clients. Every technician in Australia.
- Years in business
- 20+
- Loved clients
- 100+
- Aussie techs
- 100%
4.8 average · 46 reviews on Google
“We're on a monthly plan across all four of our sites, two of them interstate. PCs stay healthy, licences current, and the team understand our needs well.”
“Night and day working with CCP. They came in from day one, spent the time to ensure everything was set up and secure properly, and now everything just works. Due to the success we've had with them, we further engaged them to manage our phone systems and website. If you work with CCP you will never have to worry about your IT systems again.”
“We have been using CCP since the early 2000s and have always had great service on our 20-plus PCs and server. We recently moved to a managed service and cannot rate the experience highly enough. Well done Lee and team.”
“Walked through the other quotes we had and explained in detail what services we needed and what we didn't. They came in 50% cheaper. Just good, honest, straight-shooting people.”
“We have been continually impressed with CCP over the several years we have used them. They are extremely efficient, excellent customer service and well priced. I would recommend Lee and his team.”
The qualifier
Let's see if we're a fit.
Seven questions, one moment of your time. We'd rather tell you now than three months in.