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Placement support for your most complex cyber accounts

Sentrias Advisors works with retail brokers to review complex cyber accounts, organize submissions, and address underwriting questions.

You retain your client relationship and remain broker of record at placement and renewal under the broker agreement. We support the placement and help you explain the terms offered.

Start a Broker Inquiry About Sentrias Advisors

Know what the account needs before you submit

Start with the industry, state, revenue band, record count, and controls in place. We review potential market fit and explain what additional information the account requires.

That gives you a clear basis for the next conversation with your client.

Your client relationship stays with you

The broker agreement sets out your role as broker of record and how we work together before the first submission.

Submission requirements are explained

We identify the information needed to assess the account, including questions about security controls and any supporting evidence requested by the market.

Quote terms are made clear

We help you review what is covered, what is excluded, applicable limits, notification requirements, and any conditions that need attention before binding.

The issuing insurer is identified

You receive the insurer’s identity and relevant placement documents so you can evaluate the proposed coverage with your client.

Give underwriting questions a better answer

A client may confirm that endpoint protection is installed. Connected evidence may show that some devices remain unprotected.

Where a client uses Sentrias, assessment results and available control evidence can help explain those differences. Findings give the client’s internal IT team, MSP, or MSSP something specific to investigate and address.

Baseline provides an external scan and assessment. Pro adds recurring checks and endpoint evidence. Intrinsic connects additional systems, including SIEM, RMM, and identity.

Relevant information is shared only with the client’s authorization and under the applicable data terms.

REPORTED: ENDPOINT PROTECTION IN PLACEPROTECTEDOPENObserved: five of the nine devices are running healthy endpoint protection.
Five of nine devices protected.
REPORTED: ENDPOINT PROTECTION IN PLACEPROTECTEDOPENObserved: five of the nine devices are runninghealthy endpoint protection.
Five of nine devices protected.
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How to work with us

01Tell us about the accountShare the industry, state,placement timing, and a summary ofthe client’s needs.02Confirm the workingarrangementWe explain the broker agreement,available market fit, and anymarket-specific requirements.03Prepare the submissionWe work through the requiredinformation and outstandingunderwriting questions with you.04Review terms with yourclientWe help you understand the quote andplacement requirements so you canguide the client’s decision.
Four steps, from the first account conversation to the terms your client reads
01Tell us about the accountShare the industry, state, placementtiming, and a summary of the client’s needs.02Confirm the working arrangementWe explain the broker agreement, availablemarket fit, and any market-specificrequirements.03Prepare the submissionWe work through the required information andoutstanding underwriting questions with you.04Review terms with your clientWe help you understand the quote and placementrequirements so you can guide the client’sdecision.
Four steps, from the first account conversation to the terms your client reads

Questions before your first submission

Is a Sentrias technology plan required?

You can discuss an account without purchasing a technology plan. Coverage is available alongside a plan or on its own where the market permits.

Does Sentrias fix the client’s security gaps?

Sentrias provides assessment, connected evidence, and configured technology capabilities according to the plan. The client’s internal IT team, MSP, or MSSP is responsible for investigation and remediation.

Do I need a carrier appointment?

We explain the broker agreement and any applicable market requirements before submission.

Which classes and states can you consider?

Send the account’s industry and state. We will confirm whether there is an available placement route and what information is needed.

What happens if the client has a claim?

The issued policy sets out notification requirements, covered expenses, and any required response providers. Sentrias Advisors remains your contact for placement-related questions.

Tell us about your next account

Start with the class, state, and target placement or renewal date. We’ll discuss market fit and the next steps.

Start a Broker Inquiry

info@sentrias.com

(646) 532-5333

Sentrias Advisors is not the insurer. Policies are placed with issuing insurers, which carry the insurance risk. Coverage, limits, exclusions, and claims are governed by the issued policy.