Free tools from Preferred Data
Free Business Policy Templates and Generators
A policy template is a starter document you adapt into your organization's own policy. Our free generators let you read every template in full first, then answer a short set of questions that each come pre-filled with a recommended best practice, and download a finished PDF with version tracking and a scheduled review date.
Which policy template do you need?
Each template opens on a page with the complete sample policy, the frameworks it aligns with and answers to common questions. Build your own version when you are ready.
Artificial intelligence
AI Governance Policy Template
Set how your organization approves, uses, oversees and audits AI tools, aligned to the NIST AI Risk Management Framework.
AI Acceptable Use Policy Template
Give every employee clear, signable rules for using ChatGPT, Copilot, Gemini and other AI tools at work without exposing company or customer data.
Cybersecurity
Information Security Policy Template
Establish the core security program every insurer, auditor and customer now asks about: data classification, access control, patching, encryption, logging and vendor risk.
Incident Response Plan Template
Know exactly who does what in the first hours of a ransomware attack, data breach or business email compromise, including who to call and which notification clocks start.
Password and MFA Policy Template
Modern password and MFA rules based on current NIST SP 800-63B guidance: long passphrases, a password manager, no forced resets, and phishing-resistant MFA where it matters.
IT operations
IT Acceptable Use Policy Template
Set clear rules for how employees use company computers, email, internet, software and data, and what monitoring they should expect.
Remote Work and BYOD Policy Template
Let people work from home and use their own phones safely, with clear rules for home networks, device enrollment, company data and what happens when someone leaves.
Data Backup and Recovery Policy Template
Define what gets backed up, how often, where copies live and how fast you must recover, using the 3-2-1-1-0 rule that ransomware now demands.
How does the policy generator work?
Four steps, and most visitors finish in a few minutes because every answer starts at the recommended setting.
- 1
Read the full sample
Every template is public, section by section, before you enter anything.
- 2
Answer pre-filled questions
Each question comes with a recommended best-practice answer, so you can accept it and continue or change what does not fit.
- 3
Unlock and download
Share your contact details once to unlock the complete policy and a PDF with a document ID, version and review date.
- 4
Have it reviewed
A template is a starting point. Have qualified legal counsel review the policy before you adopt it.
Frequently asked questions
Are these policy templates really free?
Yes. Reading every sample and building your own policy costs nothing. Before the finished document and PDF unlock, we ask for your name, work email and company, and Preferred Data Corporation may follow up about related services.
Is a policy template legal advice?
No. Preferred Data Corporation is not a law firm and these are starter templates. Before you adopt or rely on a policy, and in every case where you have a legal, regulatory or contractual obligation, have it reviewed by qualified legal counsel.
What do I get at the end?
A PDF of the full policy with your organization name, policy owner, approver, effective date and next review date, a unique document ID, and a revision history table so you can track every change after adoption.
Where are my answers stored?
Your answers are saved in your own browser so you can pick up where you left off. When you unlock a policy, we receive your contact details and a short summary of your key choices, such as your industry and company size, so we can follow up.
How do I know a template is current?
Every template shows its version number and the date it was last reviewed, and each generated policy records the template version it came from. When a template changes, its version number changes too.
Need more than a template?
Preferred Data Corporation has helped North Carolina businesses put technology policies into practice from High Point since 1987. We can tailor a policy set to your systems, train your team and set up the controls behind it.