TSARM Maturity Health Check

  • Trade Secret Asset Risk Management (TSARM)

    Maturity Health Check

  • A trade secret is confidential business information that:

    • your company created and owns which is not generally known in the industry
    • has economic value/provides a competitive advantage because it is secret
    • your company is putting specific measures around it to keep it secret

    NOTE: This form was created with JotForm. All form submission data is encrypted using RSA-2048 encryption.

  • Private or Public Company*

  • Insurance Broker Information

  • 1. Do you have a trade secret registry that tracks and documents innovation assets or know-how that give you a competitive advantage, both inside and outside of R&D/engineering?*
  • 2. Do you have a person or committee trained in trade secret law and designated to oversee trade secret risk management?*
  • 3a. Do you have a formal onboarding process for all employees strictly prohibiting a new hire from bringing third party trade secrets into your company?*
  • 3b. Does your onboarding process address the handling of your own trade secrets and make clear that ownership of such innovation and stays with the company when such employee leaves?*
  • 4. Do you have non-disclosure agreements in place with employees or contractors at the company who could have access to proprietary know-how or innovation (not just engineering)?*
  • 5a. Do you have non-disclosure agreements with third parties (customers, lenders, investors, JV partners, contractors, etc.) who will be given access to trade secret information?*
  • 5b. Do your standard agreements list trade secret assets or just refer to “confidential information”?*
  • 5c. Is third party employee access limited to only those employees of the third party who need to know?*
  • 6. Do both employee and third-party NDAs extend protection of trade secret assets at least 3 years beyond the end of the contract period?*
  • 7a. Do you have formal exit procedures that include interviews and signed agreements verifying that employees cannot take or discuss company trade secrets to/with any future employers for R&D/engineering only?*
  • 7b. Do you have formal exit procedures that include interviews and signed agreements verifying that employees cannot take or discuss company trade secrets to/with any future employers for all employees, including those who would have had access to know-how and strategic plans?*
  • 8. Do you have IT security controls which limit access to trade secrets to need-to-know employees and monitor their activity to prevent downloads and other means of exfiltration?*
  • 9. Do you have signage and physical barriers, biometrics, badges, cell phone/camera restrictions and escorting procedures, for both employees and visitors, in place where appropriate?*
  • 10. Do you have an AI use policy that prohibits the use of open/non-enterprise AI tools or agents where any input or prompting could be used to discover or reverse engineer your trade secrets?*

  • Crown Jewel Insurance will use the above information to create a TSARM score and schedule a 30 minute follow-up meeting to review the assessment results. We will also aggregate the data collected here for our own product development and risk modeling purposes but will not use or sell unmasked company or personally identifiable information.

  • Schedule an appointment with CJI leadership

  • The TSARM score is on a scale of 0-20 and is intended to provide a 30,000 foot view of your company's trade secret protection maturity. The call with CJI is meant to provide more color around the score and the relative importance of each aspect as it relates to your company.

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