Outreach Templates — Cyber Audit Pro

// Strategy

Lead with the broker's need for documented evidence during renewal and claim-review discussions.
Position yourself as a service that protects their book, not competes with it.
Keep it short. Brokers get hundreds of vendor emails. One clear value prop, one ask.
Personalize [BROKER_NAME] and [CARRIER] before sending — generic emails get deleted.

Cold Email — Insurance Broker

Target: Commercial lines brokers placing cyber policies · Channel: Email

Subject Line

Message Body (click to edit)

Hi [BROKER_NAME],

I work with commercial lines brokers in Texas to help clients organize technical evidence for broker and underwriter discussions.

Brokers and carriers may request supporting evidence depending on the policy and renewal context. Evidence gaps can add friction to those discussions.

I run Cyber Audit Pro out of Conroe, TX. We conduct independent, remote technical evidence reviews for SMBs — not security assessments, not penetration tests. Specifically, we produce a structured technical evidence package organized around common cyber insurance questionnaire categories.

The service runs $3K–$7K fixed fee. We're not a threat to your MSP relationships — we work alongside existing IT teams.

If you have clients with upcoming cyber renewals in the next 90 days, it might be worth a 20-minute call. I'm happy to share a sample report so you can see exactly what we deliver.

[SENDER_NAME]
Cyber Audit Pro · Conroe, TX
Phone available after initial contact · audit@kerget.com
Independent Technical Evidence Review

Personalization Tokens

[BROKER_NAME] [CARRIER] [SENDER_NAME] [PHONE] [EMAIL]

Broker Follow-Up (Day 7)

If no reply to the first email · Short, conversational

Subject Line

Message Body

// Strategy

IT directors deal with carrier questionnaires as an unwelcome bureaucratic burden, not a security exercise. Speak to that frustration.
Lead with empathy for their situation, not a product pitch. They know their controls; what they lack is documentation.
LinkedIn limit is ~300 characters for connection request notes. Keep connection note short. Full message after connecting.
Keep the connection note focused on evidence organization. Save detailed service framing for the follow-up.

LinkedIn Connection Request Note

Target: IT Directors, IT Managers, CIOs at SMBs · 300 char max

Connection Note (~300 chars)

0 / 300

LinkedIn Message — After Connecting

Send within 24–48 hours of connection accepted

Message Body

// Strategy

Send within 2 hours of the call. Speed signals professionalism and keeps you top of mind.
Reference a specific detail from the call — it proves you were listening, not just reading from a script.
Include the checklist link so they have a tangible artifact to share internally — a sample deliverable does more selling than a description.
Keep next-step language soft but specific: "If you'd like to proceed..." not "Please let me know if you're interested."

Post-Discovery Call Follow-Up

Warm email · Send within 2 hours of call · Attach sample report or checklist

Subject Line

Message Body

[FIRST_NAME],

Great speaking with you today. Per our conversation, here's a quick summary of what we discussed and the proposed next steps.

Your situation:
• [X] employees, [CARRIER] renewal in [MONTH]
• [NOTE FROM CALL — e.g. "MFA deployed but not confirmed for all service accounts"]
• [NOTE FROM CALL — e.g. "Carrier sent a supplemental questionnaire last renewal"]

What we'd deliver:
• 47-point evidence checklist, completed and timestamped
• Executive evidence review report with broker and underwriter discussion-ready language (sample attached)
• Findings by severity with a remediation roadmap your MSP can act on
• One revision pass after carrier review — included

Proposed scope and fee: $[X,XXX] fixed — remote, [X] business days

I've attached a sample evidence checklist and an illustrative report template so you can review the evidence-review format.

If you'd like to move forward, the next step is a brief NDA and a read-only credential request. I can have those to you by end of day.

No pressure on timeline — if [MONTH] renewal is your target, we'd need to start by [DATE] to give you enough time to address any findings before renewal discussions.

[SENDER_NAME]
Cyber Audit Pro · Conroe, TX
Phone available after initial contact · audit@kerget.com

Fill-In Tokens

[FIRST_NAME] [COMPANY_NAME] [CARRIER] [MONTH] [DATE] [SENDER_NAME]

7-Day No-Reply Nudge

If no response after follow-up email · Single-paragraph, low-friction

Subject Line

Message Body

Cyber Audit Pro provides technical evidence review and readiness support. We do not guarantee insurance approval, premium reduction, claim payment, regulatory compliance, or breach prevention. This service is a technical evidence review, not a formal audit, compliance certification, underwriting assessment, insurance advice, or legal advice. It is not a penetration test.