Free tool · AI use policy

Free AI use policy template for insurance agencies

Write a one-page AI use policy for your team in about five minutes. Fill in your agency name, pick your rules and copy it. A security checklist is included.

What you type stays in your browser. We only count anonymous uses of each tool.

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AI Policy Kit

Most agencies have no written rule for how staff use AI. Fill in a few fields and get a one-page AI use policy plus a security checklist.

Agency name Policy owner

AI tools staff may use (one per line)

Never enter SSNs, driver's license numbers, bank or card numbers, medical details or full policy numbers into a public AI tool A licensed person reviews any AI draft that mentions coverage, limits or claims before it goes to a client AI never binds, changes or promises coverage Tell clients when they are talking to an AI assistant Only use AI tools with company accounts, not personal ones Review this policy every 6 months

This is a starting template, not legal advice. Check your state's rules and ask your E&O carrier before adopting it.

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