Written AI governance: what to document first

Regulators and E&O carriers converge on the same question: can you show how AI is overseen? Start with inventory and accountability, not buzzwords.

Most brokerages don't lack AI tools — they lack paper: who approved which systems, how outputs are reviewed before they reach a client, and how you'll respond when something goes wrong.

A practical first pass is: (1) name the designated accountable role for AI oversight, (2) list every tool that touches underwriting, claims, or client communication, and (3) map one human-in-the-loop checkpoint for your highest-impact workflow.

The free AI Compliance Check on this site is built to surface gaps in those exact areas — before you spend on a larger engagement.

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