Plan & Recover is a risk management program software that helps you meet customer and regulatory requirements fast, so you avoid fines and penalties, retain the business you have, and win the business you want. Built for small and medium-sized businesses (SMBs), Plan & Recover's insurance-aligned approach combines simple workflows with an AI-powered engine to build audit-ready business continuity plans in under an hour, not weeks or months. Through InsuraCast reporting, Plan & Recover helps SMBs prove readiness, reduce complexity, and unlock potential insurance advantages, all while supporting compliance with ISO, FFIEC, FINRA, ABA, NERC/FERC, and GxP frameworks.
Small-to-midsize business in a regulated industry that has to prove resilience to a regulator, an auditor, an insurer, or a customer, but doesn't have the budget or headcount for a big consulting engagement. Specifically:
- Law firms that need to align with American Bar Association and State Bar requirements around client data protection, business continuity, and disaster preparedness, but typically have no formal continuity plan in place.
- Community banks and credit unions (FFIEC) that need to show examiners a current business continuity plan but don't have a dedicated compliance or risk team.
- Broker-dealers and registered investment advisors (FINRA) that face regular audits and need documented continuity plans as part of their regulatory obligations.
- Regional utilities, co-ops, and energy providers (NERC/FERC) that must meet reliability standards but are too small to run an in-house resilience program.
- Life sciences and pharma/biotech companies (GxP) that need audit-ready documentation for quality and regulatory compliance.