A client needs more than advice
The client understands the risk but lacks 24/7 monitoring, response ownership, or evidence.
For cyber insurance brokers
Help clients meet monitoring and response questions before renewal.
When a client cannot answer who monitors Microsoft 365 and who responds, send them to a 15-minute review that shows the gap in plain language.
Cyber insurance brokers and advisors serving Canadian companies with 35 to 300 endpoints.
What to expect
Broker Referral Program
- Partner relationship respected
- Clear shared-responsibility boundaries
- No generic client poaching
Why this becomes urgent
The gap is usually operational, not a lack of tools.
The handoff feels risky
Advisors need confidence that a specialist will protect the client relationship and stay in scope.
Readiness questions keep returning
Insurance, questionnaires, and Microsoft 365 concerns need a practical first step.
What you leave with
A decision-ready view of the next step.
No sprawling transformation plan. The output is tied to the buyer trigger and the smallest credible action.
- Referral fit and disqualification criteria
- M365 Posture Review and MDR handoff path
- Shared-responsibility brief
- Co-branded education options
- Agreed communication and client-status boundaries
How it works
Confirm the partner model
We identify the client profile, recurring trigger, and services the partner retains.
Use one clean handoff
The client starts with a focused review or readiness conversation, not a sprawling sales process.
Protect the relationship
Scope, communication, and next steps stay explicit throughout the referral.
This is a strong fit when
- Advises 50–300 endpoint businesses
- Clients depend on Microsoft 365
- Insurance, monitoring, questionnaires, or AI/data governance recur
- The partner wants a specialist beside—not instead of—their service
The first conversation will confirm
- The business trigger and deadline
- Who owns the decision
- What evidence already exists
- Whether QuantM is the right fit
Start here
Make the next conversation specific.
Your answers route the request by trigger, offer, source, and company fit so the follow-up can begin with the real issue.
Start a broker conversation
Tell us about your book and where clients stall on renewal questions. We will confirm fit and the handoff.
No. The core model separates day-to-day IT from security monitoring, response, and governance.
We confirm fit, run the agreed first-step review, and communicate within the boundaries established with the partner and client.
Selected educational assets can be adapted after the partner model and audience are confirmed.