ConnectWise Automate can support cyber insurance evidence workflows for MSPs, especially for per-client device inventory, patch status, and operational reporting. The discipline here is to avoid overclaiming what your evidence proves — Automate is strongest for inventory and Windows patch management, not as a standalone EDR answer.
When a carrier asks about patch management, they want to see what devices are in scope, whether patching is centrally managed, and whether the MSP can produce client-specific reporting. The strongest Automate evidence packet is a client-specific computer or asset list, patch compliance reporting filtered to the insured entity, and a short narrative explaining the covered population.
ConnectWise Automate's Report Center supports export to HTML, CSV, Excel, or PDF. Many MSPs also use Dataviews or advanced searches for fast client-specific exports. Decide whether evidence will come from standard reports, Report Center outputs, or custom Dataviews. For patch management, Patch Manager reports show Windows Update compliance by client.
Start with the client-specific computer or asset list from Computers > All Computers, filtered to the insured entity. Export showing agent status, OS, and last contact. This defines the denominator for all later patch evidence.
Suggested filename: connectwise-automate-device-inventory-clientname-2026-03.csv
Run a patch management or compliance report for the client from Patch Manager > Reports. Show which devices are current, missing patches, or require remediation. Filter by severity where possible. If your team uses Dataviews instead of standard reports, that works if the output is consistent and client-scoped.
ConnectWise Report Center exports to HTML, CSV, Excel, or PDF. For underwriting, repeatability matters more than elegance — use the workflow that produces the cleanest consistent output renewal after renewal.
Pro tip: If using Dataviews, document the query so it is reproducible by someone else. A custom view nobody else can rebuild is fragile evidence.
Like Datto RMM, ConnectWise Automate answers inventory and patch questions but is often incomplete for standalone EDR evidence. Pair with CrowdStrike or SentinelOne if the application asks about endpoint protection.
Yes. Report Center supports export to HTML, CSV, Excel, or PDF. Dataviews also support export for custom evidence views.
A client-specific device inventory, a patch status report, and a short written explanation of scope and coverage.
Yes, if they are consistent, reproducible, and clearly filtered to the insured entity.
Usually not by itself. It is stronger for inventory and patch evidence. Pair it with a dedicated EDR platform.
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