You already help medical and dental practices understand their technology. When a client asks about cyber insurance, give them a clear next step: prepare the business facts, confirm the technical answers, and submit the supplemental to a licensed insurance team.
A practical three-part handoff
- Share the preparation checklist. The practice gathers its business, revenue, record-count and incident information.
- Help confirm the technical questions. Review MFA, backups and other controls in the actual supplemental. Explain exceptions accurately; avoid assumptions about systems outside your scope.
- Let the practice review and submit. An authorized representative signs. Thrive handles insurance review, market follow-up and quote guidance.
Download the client preparation checklist (PDF)
Download the blank cyber supplemental (PDF)
Share the healthcare cyber starting page
Clear roles, useful collaboration
Your team confirms technical facts within its knowledge. Thrive provides insurance guidance. The client chooses whether to apply and which offered insurance terms to accept. This resource does not create a partnership agreement, referral payment arrangement or authority to advise on or bind insurance.
Make the handoff easier to recognize
Contact Thrive to discuss a dedicated referral link and a simple introduction process. We can identify the source of a submitted application without placing patient information in a link. Do not add client names, email addresses or medical details to tracking parameters.
A short client note you can adapt
If you are reviewing cyber insurance, Thrive has an online supplemental for medical and dental practices. Your office can prepare the business details, and we can help confirm the technical answers within our scope. You can start with the checklist and contact Thrive directly about insurance options.
Questions worth discussing together
- Which systems are critical to keeping the practice operating?
- Who can verify each security answer before the application is signed?
- Which outside providers create downtime dependencies?
- Who should the practice contact under its insurance policy if an incident occurs?
Related guide: Does having an IT provider replace cyber insurance?