CYBER INSURANCE · CLIENT · VENDOR · PCI SAQ · BANK QUESTIONNAIRES

Security & Insurance Questionnaires
We Fill Them In For You

Questionnaires from insurers, banks, clients, and vendors can be overwhelming — especially when the questions assume you have a dedicated security team. ThreeShield's comprehensive approach to information security controls makes these straightforward. Our proven approach has reduced cyber insurance premiums by 12–20% for clients who implement the controls insurers actually want to see.

12–20%Typical cyber insurance premium reduction for clients who implement the controls insurers require
CISSP
CISA
Certified credentials behind every completed questionnaire — not guesswork
All SAQ
Types
PCI SAQ A, A-EP, B, B-IP, C, C-VT, and D — we know which one applies to your business
Fast
Track
If a questionnaire is why you're calling, we can prioritize implementation and complete the form

Which Situation Are You In?

You're an Existing ThreeShield Client

You likely already have most of what the questionnaire is asking about — you just need someone to articulate it in the right language. ThreeShield reviews the questionnaire, maps your existing controls to each question, identifies any gaps, prioritizes the quick wins, and completes the form. Most cyber insurance renewals for established clients take a few hours, not weeks.

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A Questionnaire Is Why You're Calling

A client, insurer, bank, or vendor sent you a security questionnaire and you don't know how to answer it. ThreeShield fast-tracks the implementation work so your controls are real — not just claimed — and completes the questionnaire accurately. You wind up with the questionnaire answered, a materially improved security posture, and a compliance program that holds up if anyone looks more closely.

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Your Credit Card Processor Wants a PCI SAQ

PCI SAQs (Self-Assessment Questionnaires) are some of the most misunderstood documents in small business. Choosing the wrong SAQ type — which most businesses do — creates unnecessary compliance obligations. ThreeShield determines the right SAQ type for how your business actually accepts cards, reduces your compliance scope wherever possible, implements the required controls, and completes the SAQ. We handle SAQ A, A-EP, B, B-IP, C, C-VT, and D.

PCI DSS v4.0.1 Compliance →

Types of Questionnaires ThreeShield Handles

Cyber Insurance Applications & Renewals

Annual cyber insurance renewals now include detailed questionnaires about MFA enforcement, patch management, backup procedures, endpoint detection, and security awareness training. ThreeShield completes these accurately — and where gaps exist, implements the controls first so your answers reflect reality. Clients who implement the controls insurers are actually checking for have seen premiums reduce by 12–20%.

Client Security Questionnaires

Enterprise clients, government agencies, and larger organizations increasingly require their vendors to complete security questionnaires before awarding contracts. ThreeShield completes these on behalf of managed clients, accurately documenting your security program in the format the requesting organization expects. Don't lose a contract because your IT contractor couldn't answer a SOC 2 readiness question.

Vendor Due Diligence Questionnaires

If you receive client questionnaires, you likely also need to send them to your own vendors. ThreeShield helps you build a vendor security review process — identifying which vendors have access to sensitive data or systems, sending appropriate questionnaires, and evaluating responses. This satisfies Bill C-8, OSFI B-13, PCI DSS Requirement 12.8, and ISO 27001 supplier security requirements.

Bank & Lender Requirements

Chartered banks and commercial lenders increasingly require borrowers and deposit clients to demonstrate cybersecurity controls — particularly for businesses handling large volumes of payments or sensitive client data. ThreeShield prepares the documentation and answers the security questions your bank or lender requires.

PCI DSS SAQ — All Types

The right SAQ type depends entirely on how your business accepts card payments. SAQ A applies to fully outsourced e-commerce. SAQ B applies to card-present terminals with no electronic storage. SAQ C and C-VT apply to businesses with payment applications. SAQ D is the comprehensive questionnaire for merchants who store cardholder data. ThreeShield determines scope, implements controls, and completes the SAQ — using the former PCI Internal Security Assessor background of our principal.

SOC 2 Readiness Questionnaires

Prospective clients — particularly technology companies and SaaS providers — often ask whether you have SOC 2 Type I or Type II certification, or at minimum whether your controls align with SOC 2 Trust Service Criteria. ThreeShield prepares SOC 2 readiness documentation and helps you answer SOC 2 questions accurately, including the gap between your current posture and full certification.

Why ThreeShield Questionnaires Are Different

How most businesses handle questionnaires

  • Pass the questionnaire to IT, who guesses at answers
  • Check "Yes" to questions where the controls don't actually exist
  • Use the wrong PCI SAQ type, creating unnecessary compliance obligations
  • Answer cyber insurance questions in ways that could void coverage at claim time
  • Miss the opportunity to reduce premiums by documenting existing controls

ThreeShield's approach

  • Map your actual controls to each question before answering anything
  • Identify gaps and implement the missing controls — so answers reflect reality
  • Determine the correct PCI SAQ type and reduce scope wherever possible
  • Ensure cyber insurance answers are accurate so coverage holds at claim time
  • Document the controls insurers reward with lower premiums

Got a Questionnaire That Needs Answering?

Send us the questionnaire and we'll tell you how long it will take and what it will require. For existing clients, most can be completed within a few days. For new clients, we fast-track the implementation so everything is accurate.

Get Help With a Questionnaire Book a Call Online →

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