Partner with TRiM
Empowering Agents & Technology Advisors Together
Uniting Insurance & Technology for Smarter Risk Management
TRiM bridges the gap between insurance agents and technology advisors—two trusted professionals serving the same clients with the same goal: reducing risk and increasing results. Through our Unified Client Portal, we make collaboration effortless—combining insurance savings, technology deployment, and proactive risk management in one powerful platform. nsurance is reactive. TRiM makes it proactive.
Why Partner with TRiM?
For Insurance Agents
Deliver next-generation value by offering clients real-time risk insights, technology integration, and tangible savings.
- Lower Loss Ratios – Deploy tech-based risk prevention (IoT, cybersecurity, telematics) that reduces claims and strengthens carrier relationships.
- Boost Retention – Position yourself as a proactive advisor, not just a policy provider.
- Increase Revenue – Unlock new income streams through premium savings, warranties, and shared tech partnerships.
For Technology Advisors / MSPs
Turn technology investments into risk-reducing business necessities.
- Enable Client Technology Upgrades – Use insurance savings to fund security, compliance, and infrastructure projects
- Expand Your Pipeline – Gain direct introductions to insurance clients ready to invest in safety, security, and continuity.
- Differentiate & Grow – Stand out with an integrated solution that ties IT outcomes to insurance benefits.
Together, agents and MSPs create a unified value chain that lowers client costs, increases income, and improves loss ratios for carriers.
The Unified Client Portal
A single, transparent platform for Agents, MSPs, and Policyholders:
Agents
Insurance management, risk analytics, premium savings calculator, tech deployment tools, client communication
MSPs / Tech Advisors
Insurance management, risk analytics, premium savings calculator, tech deployment tools, client communication
Policyholders
Risk assessments, project management, insurance savings insight, compliance tools, vendor integration
One dashboard. Shared visibility. Measurable results.
How TRiM Delivers Results
1
Micro-Task Driven Risk Management
Gamified training, risk assessments, and tech deployments keep clients engaged and accountable. Each completed step reduces exposure and earns measurable premium savings.
2
Verified Technology = Real Savings
IoT devices, cybersecurity tools, and telematics are validated through TRiM’s platform and connected directly to insurance benefits.
3
Measured Impact Across All Stakeholders
+25% Conversion Rate +30% Retention +80% Revenue per User -15% Loss Ratio
The Partnership Advantage
Shared Incentives. Shared Success.
TRiM’s platform aligns incentives across agents, MSPs, and carriers:
- Monthly recurring revenue from subscriptions and managed services
- Commissions & SPIFs from verified technology partners
- Profit-sharing from warranty and risk reduction programs
Example Collaboration:
- An agent identifies a business with high cyber exposure.
- The MSP deploys TRiM’s vetted cybersecurity solution.
- Loss risk drops, premiums fall, client satisfaction rises.
- Both partners earn new revenue—and carrier relationships strengthen.
Proof of Performance: Real Results
“TRiM’s platform gave us something tangible to demonstrate real-time risk reduction. It’s changed how we approach renewals and retention.”
Dwight Stuckey
Property Casualty Agent
“We’re no longer just IT support—we’re risk partners. TRiM helped us connect technology to insurance outcomes, creating lasting client loyalty.”
Chris Torbit
MSP / Tech Advisor
“TRiM’s platform gave us something tangible to demonstrate real-time risk reduction. It’s changed how we approach renewals and retention.”
Dwight Stuckey
Property Casualty Agent
Empower Your Clients. Grow Together.
Join TRiMRisk to access the tools, training, & technology that drive measurable value for your clients—& your business.
Get Started TodayPartner with us to:
- Lower loss ratios
- Unlock insurance savings
- Fund essential tech upgrades
- Expand your client base
TRiMRisk Scan Lite
TRiMRisk Scan Lite is a professional network security assessment tool designed specifically for cyber insurance underwriting. It helps insurance agents conduct quick, non-invasive security assessments to evaluate risk and make informed underwriting decisions.
Primary Purpose
The tool provides insurance agents with a "digital walk-around" of a policyholder's network—similar to how agents inspect physical property for homeowners insurance—enabling:
- Pre-quote risk assessment – Fast 3-5 minute security evaluations
- Underwriting intelligence – Risk scores tied to real network conditions
- Premium adjustments – Identify fixable issues that could reduce premiums
- Loss prevention documentation – Before/after snapshots showing measurable risk reduction
Two Scanning Modes
Internal Network Scan
- Field-ready assessment requiring on-site presence or VPN access:
- Discovers devices (laptops, servers, printers, cameras, IoT devices)
- Analyzes open ports (RDP, SMB, Telnet, HTTP)
- Assesses firmware age and staleness
- Flags security hygiene issues (default device names, UPnP enabled)
External Domain Scan
- Remote pre-quote assessment using only a domain or IP address:
- SSL/TLS certificate validation and expiration checks
- DNS security analysis (SPF, DMARC records)
- HTTP security headers review
- Port exposure and TLS configuration checks
Risk Scoring & Reporting
- Vulnerability prioritization – Top 10 risky services with remediation steps
- Business impact context – Links security issues to underwriting decisions
- Professional PDF reports – One-page summaries with network topology maps
- Email delivery – Automated report distribution via SendGrid
Security & Access Control
- Role-based access – Regular users see only their scans; admins view all scans
- Replit Auth integration – Secure login with Google, GitHub, or email
- Complete data isolation – Users cannot access other users' scan data
- Session management – Automatic token refresh and secure authentication
Enterprise Features
- Scan history – Track multiple assessments with search and filtering
- Scan comparison – Side-by-side before/after analysis for renewals
- JSON export – Integration-ready data for enterprise systems
- Location services – Auto-detect device location for on-site scans
Use Cases
- New policy quotes – Quick risk assessment before issuing coverage
- Renewal evaluations – Compare current vs. previous security posture
- Premium credits – Identify improvements that justify rate reductions
- Loss control – Document policyholder security enhancements
The tool is designed to be non-invasive & read-only, requiring no administrative credentials or production system disruption making it perfect for field agents who need fast, actionable security intelligence during the underwriting process.
TRiMRisk Lite Score is a production-ready web application that provides rapid, 2-minute security risk assessments for small and medium-sized businesses (SMBs). Here's what it does:
Core Purpose
Delivers quick, actionable risk evaluations across five critical business domains to help companies identify security gaps and potentially reduce insurance premiums.
The 5 Assessment Domains
Cyber Security
Digital defenses, MFA, backups, antivirus
Physical Security
Building access, surveillance, fire protection
Auto Fleet Safety
Vehicle tracking, dashcams, driver monitoring
Worker Safety
Training, PPE, incident reporting
Smart Operations
IoT security, automation controls, vendor risk
Key Features
Assessment Experience
- Quick Questionnaire – Users answer 15-20 yes/no questions across the 5 domains
- Real-time Scoring – Composite score (0-100) updates live as questions are answered
- Progress Tracking – Visual progress bar and 2-minute timer
- User Info Collection – Collects full name, company name, business URL, email, and industry
Intelligent Scoring Engine
- Weighted Calculations – Custom algorithm considering control weight, coverage, configuration quality, freshness, & evidence confidence
- Domain Breakdown – Shows individual scores for each of the 5 domains
- Next Best Actions – Identifies top 3 improvements based on gaps
- Subscription Upsells – Shows potential score improvements with AWARE, INSTALLED, and ENGAGED subscription tiers
Results & Reporting
- Comprehensive PDF Reports – Server generated reports with:
- Overall and domain scores
- Financial risk analysis (estimated potential losses)
- Industry-specific insights
- What-if scenarios showing score improvements
- Actionable recommendations
- Email Delivery Results emailed via SendGrid with PDF attachment
CRM Integrations (Automatic)
When users email results, the system automatically creates records in:
- When users email results, the system automatically creates records in:
- HubSpot – Company and Contact records with association
- CloudRadial – Company and User (ApplicationUser) records
All integrations use the explicit Company Name field from the form.
Authentication & Persistence
- Replit Auth – Optional user authentication CON (Contact)
- PostgreSQL Database – Stores assessments and user data
- Prefill Capability – Returning users see their info pre-populated
- Assessment History – Authenticated users can track trends over time
Embeddable Widget
A vanilla JavaScript web component (< trimrisk-score >) allows external websites to embed the full assessment experience via iframe
- Choosing a selection results in a full page refresh.