Trust & Security

What Is Broker Intelligence Briefings?

Broker Intelligence Briefings is an AI-assisted briefing tool designed to help brokers prepare for customer conversations.

It generates business-focused discussion prompts and insights using sector knowledge and user-provided context.

Does It Use AI?

Yes.

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

All outputs should be reviewed by the user before use.

Does It Store Customer Information?

Users should not enter:

• Customer names
• Personal data
• Policy numbers
• Claims information

The tool is designed for business context only.

How Secure Is It?

• Encrypted HTTPS connections
• The tool does not access customer systems or customer records as part of briefing generation.
• No underwriting decisions
• No automated insurance decisions

Does It Make Decisions?

No.

The tool provides briefing material only.

It does not make underwriting, pricing, claims, or placement decisions.

Transparency

Briefings are AI-generated and intended to support broker preparation.

Users remain responsible for validating information and exercising professional judgement.

Briefings are intended to support preparation and conversation planning. They do not replace broker expertise, underwriting guidance or professional judgement.