CASE STUDY • HEALTHCARE • SECURITY AWARENESS
Strengthening security awareness with targeted phishing simulations
A phishing simulation used to measure workforce risk and convert results into executive-ready actions that reduce financial exposure, improve insurance posture, and tighten operational response.
Executive outcomes
This engagement was positioned for executive buyers. It produced immediate, usable outputs tied to cost, risk, and oversight.
The engagement improved underwriting posture and supported a more affordable premium by providing defensible evidence of controls, training, and monitoring.
Delivered an evidence pack that reduces repetitive executive and IT time on insurer forms, vendor security reviews, and compliance requests.
Identified failure modes early and installed a repeatable remediation plan, reducing the cost profile of phishing-driven incidents.
Where savings came from
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Insurance Better underwriting posture via provable controls and evidence artifacts.
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Time Less executive and IT time lost to questionnaires, renewals, and security due diligence.
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Loss avoidance Reduced exposure to credential theft, payment diversion, and business email compromise.
What leadership received
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Executive report Risk breakdown by failure mode and prioritized remediation.
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Evidence pack Training completion, simulation metrics, and monitoring coverage.
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Repeatable plan Targeted training and measurement cadence tied to response behavior.
Insurance pricing depends on underwriting criteria and market conditions. The measurable advantage here is defensible controls and evidence that insurers and third parties evaluate.
Challenge
Leadership needed a credible baseline for phishing susceptibility and a concrete plan to reduce financial exposure from credential theft and fraud. Generic training alone does not create an executive-defensible risk reduction story.
Baseline results
The initial campaign established an honest baseline across the workforce. These numbers guided remediation and executive oversight.
A zero report rate is an executive issue, not a technical one. It directly affects time to containment, response costs, and fraud exposure.
What CloudByte Group delivered
CloudByte Group executed targeted phishing simulations, tracked user behavior, routed compromised users into recovery training, and delivered an executive report plus an evidence pack. The output was built for repeatability and oversight, not a one-off test.
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Simulation design and execution Multiple scenarios aligned to real-world lures and healthcare targeting patterns.
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Behavior tracking Delivery, opens, clicks, compromise outcomes, and reporting behavior.
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Recovery training workflow Compromised users routed into targeted remediation and follow-up.
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24/7 SOC monitoring Monitoring and escalation support aligned to phishing and credential risk.
Remediation and reinforcement
Recovery training was issued to compromised users and a repeatable remediation plan was put in place to change behavior over time. The focus was on measurable response behavior, not generic awareness statements.
Follow-on measurement focuses on reporting behavior alongside clicks, including report rate and time-to-report, to validate improved detection and response.
Executive FAQ
Common questions from CEOs, CFOs, and CIOs evaluating whether a case study translates into budget and risk outcomes.
What does this change financially, beyond security metrics?
It reduces cost in three places: cyber liability insurance posture (premium and underwriting friction), executive and IT time spent on questionnaires and renewals, and expected loss from phishing-driven incidents (fraud, credential theft, downtime, and recovery work).
How does this support a lower cyber liability premium?
Underwriters look for provable controls and evidence, not statements. This engagement produced artifacts that map directly to common underwriting questions: training completion, testing results, remediation actions, and monitoring coverage. That evidence supports a more favorable underwriting posture.
What is delivered that an executive can use in a board or renewal conversation?
An executive report that explains risk in plain terms, an evidence pack for third parties, and a remediation plan with clear ownership and cadence. The intent is to make risk measurable and defensible.
How is ROI measured without hand-waving?
ROI is tracked through behavior change and response cost levers: report rate and time-to-report, reduced repeat offenders, reduced credential-risk incidents, and reduced time spent on renewals and security questionnaires due to reusable evidence.
Does this require a heavy lift from internal IT?
The model is designed to be operator-led by CloudByte Group with executive visibility. Internal IT involvement is focused on approvals and alignment, not running campaigns and assembling reports.
What makes this different from annual compliance training?
Annual training rarely changes behavior on its own. This approach measures actual user behavior, identifies the failure modes, forces targeted remediation, and produces evidence that stands up in renewals, audits, and executive oversight.
Want the same outcome profile for a regulated team?
CloudByte Group scopes a phishing simulation, delivers an executive report, and provides an evidence pack that supports insurance posture, third-party reviews, and measurable reduction in phishing-driven exposure.