Review the evidence
Agree the systems, accounts, tools, and records to review. Record the source and date of each check. Missing access or evidence stays visible as Not yet verified.
Managed Intelligence Provider • Polson, Montana
Know what was checked.
Know what comes next.
PBM helps turn security findings into decisions you can act on. Review the available evidence, make gaps visible, and give the next steps an owner through a clearly scoped service.
Book a Free 15-Minute IT Risk CallA conversation about your priorities. Technical checks and written findings are scoped separately.
From findings to follow-through
Useful security reporting explains the evidence behind a finding and the decision it needs. The review is limited to the sources and access agreed with your business.
Prioritize the gaps
Discuss findings in the context of your operations: account access, Microsoft 365, backups, devices, and staff practices within the agreed scope.
Assign the next actions
Identify the next three priorities, the responsible person, and the target date. Agree who approves and implements changes, then track the evidence needed to close them.
See the deliverable before you decide
A clear picture.
Three practical next steps.
The $399 technical assessment turns an agreed review of your systems into written findings. See how a PBM Protection Review records what was checked, what still needs evidence, and who should act next.
Scope and access are agreed before work begins. Fixes and ongoing management are separate. The assessment is credited toward onboarding when you become a managed client within 30 days.
View the sample reviewIllustrative example, not a client result. No form required. Print or save as PDF from your browser.
A written scope for ongoing work
Keep open actions from getting lost.
An assessment captures a starting point. Ongoing service can revisit agreed checks, track changes, and review evidence that an action was completed. The proposal sets the cadence and responsibilities.
Compare managed service pricingConfirm these before work starts
- Covered systems, accounts, and available evidence.
- Named tools and any license or usage costs.
- Review and reporting frequency.
- Who approves changes, performs fixes, and verifies completion.
- Support hours, escalation, and any contractual response commitments.
- Setup work, ongoing fees, and separately priced projects.
Managed intelligence, explained
What does PBM mean by managed intelligence?
It is the review and decision-making part of a scoped security service: use available evidence to understand gaps, prioritize work, and track follow-through. The service agreement defines the tools, systems, checks, reports, and review frequency. It does not mean PBM can predict every incident or automatically resolve every issue.
How does this fit with managed IT and managed AI?
Managed IT covers the agreed operational support and protection of your systems. Managed intelligence focuses on security findings and decisions within that scope. Managed AI Governance & Enablement is a separate service for employee AI use, approved tools, data rules, training, and ongoing AI reviews. Your proposal identifies any overlap so you know what is included.
What does it cost, and how do we start?
Start with the free 15-minute IT Risk Call. If a technical assessment is appropriate, PBM agrees its scope before the $399 assessment begins. That assessment is credited toward onboarding when you become a managed client within 30 days. Ongoing services and remediation are quoted separately; monitoring tools, reporting frequency, and responsibilities must be included in the written scope.
Are monitoring, automatic response, or response times guaranteed?
Monitoring coverage, support hours, escalation, and any response commitments are defined in your service agreement. Monitoring is not the same as around-the-clock help desk support. Any automated action needs an agreed scope and authorization. This page does not promise incident prevention, a response SLA, or a fixed onboarding deadline.
Can the review help with insurance or compliance questions?
An agreed review can help organize evidence and identify unanswered technical questions for your responsible business lead, insurer, or assessor. Available evidence, the assessment scope, and their requirements determine what can be supported. A PBM review is not a compliance certification or a guarantee of insurance eligibility.
Which platforms are included?
PBM confirms the tools and access available for your environment before quoting coverage. The written scope identifies any monitoring, scanning, staff training, or reporting tools included. A platform mentioned elsewhere is not automatically part of this service, and unavailable tools are not assumed to provide coverage.
Not sure where to begin? See what happens on the free IT Risk Call.
Start with a conversation
Talk through your next IT, security, or AI decision.
The free 15-minute call helps identify your concerns and a practical next step. Technical checks and written findings are scoped and priced separately before work begins.
Topics we can discuss:
Dark web exposure
Email security
Microsoft 365
DNS and website
Backups
Cyber insurance readiness
AI tools and data use