For MSPs and vCISOs
Turn your QBR into defensible renewal evidence.
Run readiness checks across your managed clients. Reuse evidence across carriers and renewals. Stop rebuilding the packet every cycle.
Make readiness checks your QBR standard
Your quarterly business reviews already cover security controls. BindLedger automates the evidence part. Run a readiness check as part of every QBR, collect what you find, and build a growing vault of portable evidence. When renewals come, the packet is half-built.
Your clients see their security posture from a cyber insurance lens. Your broker partners see your readiness rigor. Carriers see defensible, auditable evidence. Everyone wins.
Renewal Delta for MSPs
Show where your security work made it into the renewal and what proof still needs to be packaged for the broker.
Open MSP renewal comparison →What you get
Diff view across renewals
Run the same readiness check quarter over quarter. See what changed, what improved, what regressed. Show clients their progress. Track remediation completion.
Renewal countdown
Calendar view of all client renewals. See readiness status for each upcoming renewal at a glance. Know 6 months out who's ready and who needs work.
CIS IG1 alignment
Controls mapped to CIS Critical Security Controls. Show clients industry-standard coverage. Align evidence collection to a recognized framework.
Evidence portability: collect once, reuse always
Your clients' security controls don't change when they switch carriers. Neither should their evidence packet. Run a readiness check with Carrier A. That evidence travels to Carrier B, Carrier C. No re-scanning, no redundant calls, no friction.
BindLedger stores evidence with provenance. You know when it was collected, what it proves, who verified it. Carriers see that rigor. Your clients reduce evidence-gathering overhead. Your team stops rebuilding the same packet.
Carrier-agnostic, pre-bind-ready, reusable evidence. That's the whole point.
What your QBR should export each quarter
Your QBR already reviews the controls carriers care about. The missing step is turning that review into reusable evidence. Use the quarterly review to export the proof while the console is open. When renewal arrives, the packet is already half-built.
- Microsoft Secure Score snapshot
Export the current Secure Score and trend view for the tenant. Gives a durable posture summary and helps explain what improved or regressed since the last QBR.
- Microsoft Entra Conditional Access policy export
Capture the policies that enforce MFA, block legacy auth, protect admins, and apply access conditions. Often the clearest tenant-level proof that MFA is enforced, not just available.
- Microsoft Entra sign-in / risky sign-in summary
Export a recent sign-in log or risk summary when the client uses Entra ID Protection. Supports the story that identity controls are monitored, not just configured.
- Duo MFA enrollment or usage report
Pull the tenant-level report showing enrolled users, factors, and usage. Especially useful when the carrier asks whether MFA is deployed broadly or just for privileged users.
- Okta MFA Enrollment by User or usage report
If the client uses Okta, export the tenant report showing authenticator enrollment and adoption. Stronger than a policy screenshot because it connects policy to user coverage.
- CrowdStrike executive or detection summary
Export the current detection / incident overview for the trailing quarter. Shows active endpoint coverage, not just that an agent was purchased.
- SentinelOne Executive Insights or Threat Insights report
Pull the quarterly executive or threat report summarizing deployment, detections, and response status.
- Veeam Job History report
Export job history for relevant backup jobs so the broker can see cadence, recent success, and whether backup operations are running.
- Veeam recovery verification / SureBackup report
If the client uses SureBackup or recovery verification, export that too. Carriers increasingly care about backup testing, not just backup existence.
- Microsoft Intune device compliance export
Export a device compliance view when the client uses Intune for endpoint posture. Helps substantiate encryption, compliance, and managed-device coverage.
- KnowBe4 training activity or phishing completion report
Export the current training report for the active campaign or trailing quarter. Better evidence than saying training exists without proof of completion.
- Google Workspace security dashboard summary
For Google-centric clients, export the security dashboard or relevant security-center reports.
The goal is not to dump raw console data into a folder. The goal is to capture the minimum defensible proof that a broker can reuse at renewal without asking your team to reopen ten consoles under deadline.
Frequently asked questions
Can I reuse evidence across multiple clients' renewals?
You can reuse the workflow across clients, but the evidence itself should stay client-specific. Each client needs its own provenance, timestamps, exports, and attestations. Within a single client, that evidence should absolutely be reusable across renewals and across carriers until it goes stale or the control changes.
Which platforms does BindLedger have export guides for?
Start with the systems MSPs already touch every quarter: Microsoft 365, Microsoft Entra, Okta, Duo, CrowdStrike, SentinelOne, Veeam, Intune, Google Workspace, and security-awareness platforms like KnowBe4. Those are the highest-yield sources for identity, backup, endpoint, email-security, and training evidence.
How does evidence freshness work?
Freshness follows the control, not a single blanket rule. Internet-visible controls like DMARC or TLS can refresh automatically. Manual artifacts like backup test reports, MFA enrollment exports, training completion, and incident response documents need a freshness window and a reminder cycle. The practical rule: if the evidence will matter at renewal, it should still be current when the application is reviewed.
What if my client's broker uses a different carrier than last year?
That is exactly where a reusable evidence ledger matters. The client's controls do not reset because the market changes. BindLedger takes the evidence already collected, remaps it to the new carrier's questions, and shows only the missing deltas.
Related tools
Carrier Decoder
Upload a carrier questionnaire and see which questions your team owns, which belong to the broker, and which the client needs to answer.
Decode a questionnaire →Evidence Packet
Generate a shareable evidence packet from readiness check results. Attach it to your client's wholesale submission.
Generate an evidence packet →Carrier Form Updates
Track when carriers change their applications. Know which evidence your clients have already collected still applies.
View latest carrier changes →