PBM Resource Center

Practical checklists, sample reviews, and support tools for Montana business owners and PBM clients.
Questions? Contact Support

Need help applying this to your business?

Start with a free 15-minute IT Risk Call. Technical review and written findings are scoped and priced separately.

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Guides

Guides

AI Acceptable-Use Policy: A Small Business Guide

Practical rules for approved tools, business data, human review, and staff reporting, with links to PBM's AI checklist and monthly review sample.

Read the AI Policy Guide
Guides

PBM Protection Review β€” Sample

See the format of a scoped technical review: evidence, gaps, and three next actions. Clearly labeled illustrative example; printable without a form.

View Sample Review
Guides

AI Readiness Checklist

Ten practical questions about approved tools, data, accounts, staff training, and a useful first pilot. Print and discuss with your team.

Open AI Checklist
Guides

Monthly Managed AI Review β€” Sample

An illustrative tool register, evidence log, pilot decision, and action plan showing how ongoing AI management can work.

View AI Review Sample
Guides

PBM Product & Service User Guides

Searchable help for Microsoft 365, phishing, passwords, backups, remote support, and PBM services.

Browse User Guides
Guides

How to Choose an IT & Cybersecurity Partner

A risk-based guide with a structured provider interview and selection checklist. Free download.

Get the Free Guide
Guides

What To Do If Your Data Is Stolen

Incident response guide and recovery steps for Montana businesses.

View Online Guide
Guides

Download Data Breach Response PDF

Printable version of PBM's incident response and recovery guide.

Download PDF

Answer Center

Answer Center

Who provides managed IT services in Polson MT?

Local answer for owners looking for a Polson MSP that handles Microsoft 365, backup, networks, and security.

Read Answer
Answer Center

What does cyber insurance require from small businesses?

Plain-English cyber insurance controls: MFA, backups, endpoint protection, training, and documentation.

Read Answer
Answer Center

Do Montana nonprofits need cybersecurity?

Why nonprofits need practical protection for donor data, payments, grants, and Microsoft 365 accounts.

Read Answer
Answer Center

What is Microsoft 365 backup?

How Microsoft 365 backup protects email, OneDrive, SharePoint, and Teams from common data loss.

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Answer Center

Is OneDrive the same as backup?

Why sync and version history are useful, but not the same as a tested business backup plan.

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Answer Center

What is MFA and why does cyber insurance require it?

A practical explanation of MFA, account takeover risk, and why insurers ask for it.

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Answer Center

How often should business backups be tested?

Backup testing cadence and what a restore test should prove for small businesses.

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Answer Center

What should small law offices do to prevent downtime?

A downtime-prevention checklist for Montana law offices using Microsoft 365 and shared files.

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Answer Center

What does HIPAA compliant IT support include?

Plain-English breakdown of HIPAA IT support for medical and dental offices.

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Answer Center

How much does managed IT cost in Montana?

Managed IT pricing factors for Montana small businesses and what to compare in quotes.

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Security Checklists

Security Checklists

AI Security Scan Launchpad

Instantly check your public attack surface and get the next three fixes.

Run Free Security Scan
Security Checklists

PBM Security Checklist

Quick-start checklist for business security fundamentals.

Download Checklist

Cyber Alerts

Cyber Alerts

The Dark Web Threat Guide

Plain-language credential exposure guide for regulated businesses.

View Online Guide

Microsoft 365 Tips

Microsoft 365 Tips

Microsoft 365 Apps

Office Deployment Tool for Microsoft 365 administrators.

Download Tool

HIPAA / FTC / Cyber Insurance

HIPAA / FTC / Cyber Insurance

Montana Data Breach Notification Form

Downloadable notification form for reporting a Montana data breach.

Download Form
HIPAA / FTC / Cyber Insurance

MSSP Service Package Comparison

Compare Secure, Secure & Compliant, and Complete IT & Cybersecurity.

Download Comparison Guide

Employee Training

Employee Training

New Client Onboarding Checklist

30-day onboarding guide and expectations for new PBM clients.

Download Checklist

Videos

Videos

TeamViewer QuickSupport

Quick one-time remote assistance downloads for Windows and Mac.

Download TeamViewer
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AI Security Scan Launchpad

Instantly check your public attack surface and get the next 3 fixes. No credentials required.

Run Free Security Scan

Important Documents

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MSSP Service Package Comparison

Current managed protection plans and scope

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What To Do If Your Data Is Stolen

Incident response guide and recovery steps

Download PDF GuideView Online Guide
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The Dark Web Threat Guide

Plain-language credential exposure guide for regulated businesses

View Online Guide
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New Client Onboarding Checklist

30-day onboarding guide and expectations

Support Tools & Software

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Atera Remote Support Agent

Install for secure PBM support and monitoring.

Download for Windows
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Huntress Security Agent

Advanced endpoint protection for Windows. Provided by PBM.

Request Installation
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TeamViewer QuickSupport

For quick, one-time remote assistance (Windows/Mac).

Download TeamViewer (Windows)Download TeamViewer (Mac)
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PBM Security Checklist

Maintained online quick-start guide for business security.

View Security Checklist
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Microsoft 365 Apps

Office Deployment Tool for IT administrators to deploy Office 365.

Download Office Deployment Tool
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Malwarebytes (Free)

Recommended malware scanner for Windows and Mac.

Download Malwarebytes
Need a custom installer or help? Contact PBM Support

Need help applying this to your business?

Start with a free 15-minute IT Risk Call. Technical review and written findings are scoped and priced separately.

Book a Free 15-Minute IT Risk Call