Insurance Attestation Automation

Supported Carriers

BrainstormMSP integrates with:

• Coalition (API)

• At-Bay (API)

• Cowbell (API)

• Corvus (API)

• Chubb (questionnaire)

• Beazley (questionnaire)

• Travelers (questionnaire)

• CFC (API)

API vs Questionnaire

**API Carriers**: Direct submission of evidence

**Questionnaire Carriers**: Pre-filled PDF/form for manual submission

How Evidence Maps to Questions

Each carrier questionnaire has specific questions:

Example: "Do you require MFA for remote access?"

• Evidence: Entra ID MFA policy status

• Supporting: List of admin accounts with MFA

• Confidence: High (direct API evidence)

Example: "Do you perform regular backups?"

• Evidence: Backup job history from Acronis/Datto

• Supporting: Retention configuration

• Confidence: High (direct API evidence)

Handling Gaps

When evidence is unavailable:

• Question flagged for manual response

• Suggested answer based on partial evidence

• Documentation of why evidence is missing

Configure Automatic Submission

For API carriers:

1. Go to **Insurance > Carrier Settings**

2. Select carrier

3. Enable **Auto-Submit Attestations**

4. Set submission schedule (quarterly recommended)

5. Configure notification recipients

Review Before Submission

Optionally require review:

• Email draft to designated approver

• 48-hour review window before submission

• Approve or edit before final send

Complete Audit History

Every attestation includes:

• Timestamp of submission

• Questions and answers provided

• Evidence used for each answer

• Who approved (if review enabled)

• Carrier confirmation/receipt

Export for Auditors

Generate audit-ready packages:

• All attestations for a client

• Evidence supporting each answer

• Change history over time

• Carrier correspondence