Broker Intelligence Briefings Privacy Notice

Introduction

Broker Intelligence Briefings is provided to support broker meeting preparation by generating AI-assisted business briefings based on sector information and user-provided context.

Protecting privacy is important to us. This notice explains what information is used when generating a briefing and how that information is handled.

Information We Process

The tool may process:

• Sector selections
• Business type selections
• Meeting type and objective selections
• Customer situation indicators
• Free-text business context entered by the user

Users must not enter:

• Customer names
• Personal information
• Email addresses
• Telephone numbers
• Policy numbers
• Any information that could identify an individual

How Information Is Used

Information entered into the tool is used solely to:

• Generate a meeting briefing
• Tailor briefing content to the scenario provided
• Improve the relevance of AI-generated outputs

Storage

• Context entered into the tool is used only for generating the briefing.
• No customer records should be created through the tool.
• Users should avoid entering any personal data.

AI-Generated Content

Briefings are generated using artificial intelligence using publicly available market, sector and economic information together with user-provided business context.

Outputs are intended to support broker conversations and preparation only.

Outputs should always be reviewed by the user and should not be relied upon as advice, recommendations, or business decisions.

Security

• The tool uses secure encrypted connections.
• Access is restricted to authorised users where applicable.

Your Rights

If personal information is entered inadvertently, users should contact Allianz immediately so appropriate action can be taken.

For information about Allianz’s broader privacy practices, please refer to the Allianz UK Privacy Notice.