Know where you stand.
Index8 turns simple security readiness answers into one score, four pillars, and a prioritized action plan your team can maintain.
This is what Cedar & Co. sees on review day.
One score. Four readiness levers.
Every claim in the product maps back to one of these four pillars. If a feature does not fit, it does not belong in Index8.
People and training
Have your team members seen the right material and acknowledged what they need to know?
Systems and access
MFA on the right accounts, devices tracked, admin reviews on a cadence, password posture clear.
Policies and documentation
Written policies for AI use, incident response, vendor access, and the day-to-day basics, current and signed.
Response and recovery
Backups in place, incident plan known, restoration tested, vendor access reviewable.
Real inputs, not vanity metrics.
Your security readiness score reflects what is actually in place, organized, and current, not what you intend to do someday.
Clear answers
Your responses to readiness questions, weighted by control and pillar.
Supporting evidence
What you have organized in your evidence vault, with freshness and review-date awareness.
Policy status
Which policies are current, which are due for review, which are still draft.
Training progress
Who has acknowledged what, by team and by module.
The score as a working tool.
The score helps your team brief leadership, prepare for renewals, onboard advisors, and track progress quarter over quarter.
Brief leadership
Walk owners and leadership through the four pillars and the one number they should hold in their head.
Prepare for renewals
Use the score to organize what a carrier or broker may ask for before the renewal questionnaire lands.
Onboard a new advisor
Share the score with a new IT, insurance, or compliance advisor so they can pick up the conversation quickly.
Track progress quarterly
Come back each quarter to see what moved, what stalled, and where the next quarter's work should focus.
Gaps become next actions.
Every security readiness gap surfaces a short, specific next action. Owners get a checklist, not a lecture.
Your security readiness score sits at the top of the dashboard. Beneath it, a single Next Best Action card shows the one item that will move the score most. Below that, a generated checklist breaks the rest into small, ownable steps. As policies are signed, evidence is added, and training is completed, the score updates and the next actions shift accordingly.
Open the demo dashboardSee your security readiness in minutes.
Create your account and start with a guided workspace. The security readiness check is free if you want to see where you stand first.
View sample report