Institutional Compliance Distribution

Compliance Has Become a Business Credential.

Regulators require it. Insurers price it. Lenders evaluate it. Enterprise customers increasingly expect it. Acquirers and private equity firms investigate it.

Most businesses still approach compliance as a cost.

We believe it should be managed as an asset.

The controls already exist. We deliver the one thing missing — the training that activates them, documents them, and makes them defensible.

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Our focus is the small and mid-sized business market.

Millions of businesses are now being asked to satisfy requirements that were once considered the concern of large enterprises. They need practical, affordable answers, not complexity. They need confidence, not consultants.

We believe the most effective path is through the institutions they already trust.

Banks · Franchisors · Insurance brokers · MSSPs · Trade associations · Affinity groups

Headquarters City, State
The Model

Trusted relationships are the infrastructure.

These organizations already advise, support, finance, insure, and protect the businesses we serve. They have the relationships. They have the credibility. They have the distribution.

Cyber Assurance Group provides the program.

The Destination

The destination is clear.

Every business needs a documented, defensible security posture.
What was once considered a best practice is now a requirement of doing business.
For most small businesses, it's not a tech problem. It's an execution problem.
The controls already exist. The path is known. The economics work.
The challenge is delivering that outcome at scale.

The outcome is a documented security posture that stands up to scrutiny and creates measurable, lasting value for every stakeholder involved.

That is what Cyber Assurance Group was built to do.

Our distribution partners make the introductions. We deliver the program. Together, we deliver the outcome the market now demands, at the scale it requires.

Built For Trusted Business Networks

Different institutions. Distinct motivations.

Banks & Financial Institutions

Business clients under active cyber threat generate wire fraud reimbursements, account takeover investigations, ransomware-driven loan stress, and quiet deposit attrition. Industry data indicates a representative $3B community bank faces $2.25M–$5.6M in annual addressable losses, of which 60–80% trace directly to control failures this program resolves. Proactively supported clients are measurably more loyal, maintain higher balances, and deepen the relationship over time. The loss mitigation benefit alone dwarfs the economics of the program.

Sources: IBM/Ponemon 2024 · FBI IC3 2024 · Accenture Banking Consumer Study 2024 · J.D. Power Business Banking Satisfaction Study

Recurring non-interest revenue participation on every enrolled client, with no underwriting, no servicing, and no incremental staff burden.

Franchise Systems

A single compromised location can expose the brand, disrupt operations across the network, and trigger regulatory scrutiny of the entire system. A documented compliance standard applied uniformly across franchisees reduces that exposure, strengthens network quality, and gives corporate a defensible posture with regulators, insurers, and prospective partners.

Recurring corporate revenue on every enrolled location, turning a network-wide compliance requirement into a sustainable revenue stream.

Insurance Brokers & MGAs

Carriers are tightening cyber underwriting and beginning to require the controls this program activates. Brokers who help clients satisfy those requirements before renewal improve loss ratios, reduce claims friction, and deepen retention in the accounts most likely to churn after an incident.

Complementary recurring revenue participation alongside existing commissions, strengthening client relationships while adding a durable new income layer.

MSSPs & MSPs

Micro and small businesses represent the largest segment of the commercial market, and the segment most providers cannot serve economically. This program changes that math. It extends your reach into clients too small for managed services, enhances the value you deliver to clients you already serve, and creates structured referral and revenue opportunities without adding headcount or service complexity.

New revenue on a segment you currently cannot monetize, plus incremental revenue on your existing base, without additional service burden.
How It Works

We lead with training.

The controls most businesses need already exist on the tools they own. The barrier is rarely technology or budget. It is execution. We solve execution with training, and that single decision is what makes the entire model work.

01

Training Activates the Controls

Expert-led sessions walk each business through turning on the protections they already have, from multi-factor authentication and encryption to email security, backups, and access controls. The session is the activation event, not a lecture about one.

02

Training Creates the Evidence

Completion records, certificates, and retained training logs become the documented, audit-ready proof that regulators, insurers, lenders, and acquirers now demand. The training motion produces the credential itself.

03

Training Scales the Program

Because the foundational training is sponsored by the institution and delivered at no cost to the business, an entire network can be activated through a single introduction, which is what makes everything downstream perform.

Training is the tip of the spear. It is how protection gets turned on, how compliance gets documented, and how the program reaches an entire network at once — the foundation that monitoring, warranty, and insurance are built on top of.

What We Deliver

One program. Multiple stakeholders. Shared value.

It starts with training. We help organizations activate the controls they already own, document the evidence that proves it, sustain that posture over time, and attach financial protection on top.

For our distribution partners, we provide a way to strengthen relationships, improve outcomes, create new recurring revenue streams, and enhance the value of the networks they already serve.

  • Training That Activates

    Expert-led sessions walk each business through turning on the protections they already own — the activation happens in the training itself.

  • Evidence That Documents

    Completion records and certificates become the audit-ready proof that satisfies regulators, insurers, lenders, and customers.

  • Monitoring That Sustains

    Continuous oversight and operational discipline keep controls active and risk reduced long after the initial activation.

  • Protection That Backstops

    Warranty and insurance solutions aligned to the risk, sitting on top of a documented posture that makes the coverage perform.

Leadership

Built by operators.

David R. Bechtel

Co-Founder & President

A builder with multiple exits across industries. Co-founder of Uphold, now one of the world's largest digital asset platforms, and Curaspan, acquired by Cardinal Health. Founder of Outpost Capital. Earlier, Partner at Oak Hill and executive at SunAmerica. B.A., Yale University (magna cum laude); J.D., Stanford Law School (Order of the Coif).

Benjamin W. Wurts

Co-Founder & President

More than three decades across insurance, reinsurance, and structured finance. Former executive with Johnson & Higgins, advising Fortune 500 companies on risk management and serving on the firm's Bermuda Executive Committee. Managing Director of San Blas Capital Markets. FINRA Series 7, 63, and 79; ARM and CPCU.

Thomas G. Finn

Chief Innovation Officer

Technology commercialization experience spanning MIT, Cambridge, and Carnegie Mellon. A decade building cybersecurity ventures originating from Unit 8200. Participated in the Medigate acquisition and helped pioneer the pairing of cybersecurity controls with financial protection programs.

Advisory Network

Michael Butcher Compliance & Licensing

Designated Responsible Licensed Producer. Co-founder and COO of Beneplace, acquired by EBG.

Jim Enelow Insurance Distribution

Executive Vice President and Chief Growth Officer of Vault. Former leadership roles at Acrisure, Zurich, and Marsh.

Jamie Hole Underwriting & Reinsurance

Founder of Cincinnati Re. Former Managing Director at JLT Re and Towers Watson Reinsurance.

Tom Riley Agency Distribution

Founding President and COO of AssuredPartners, acquired by Arthur J. Gallagher.

Resources

Knowledge & reference materials.

White papers, program summaries, and regulatory reference documents for distribution partners and prospective clients.

Case Study · Banking
Banking Cyber Standardization Initiative

A detailed analysis of cyber loss exposure, program economics, and return on participation for community and regional banks, including documented loss avoidance data and regulatory context.

Download PDF
Compliance
Regulatory Landscape Summary

An overview of current and emerging compliance requirements affecting small and mid-sized businesses across key industries.

Download PDF
Case Study
Distribution Partner Case Study

A detailed look at how an institutional distribution partner activated the program and the outcomes achieved for their client base.

Download PDF
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Document Coming Soon

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Document Coming Soon

Additional resources will appear here as they become available.

Let's Talk

Thirty minutes is usually enough.

Senior executives running institutional networks already understand what is at stake. Cyber risk is now a balance sheet issue, a regulatory issue, and a client retention issue. The question is no longer whether to act. It is how to act at scale, without adding operational burden, and through relationships your clients already trust.

If that conversation is relevant to you, we would welcome the opportunity to have it.

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