Questions
Plain answers. If a sentence is not here, do not assume the favorable version.
Does this satisfy a client contract, an insurer, or a privacy law?
No. Client contracts and questionnaires are asking how agencies use AI. Insurers are starting to ask. This helps you prepare a dated packet from what you write down, so you are not starting from a blank page. It does not say what a contract will accept, and it does not say an insurer requires an AI answer. It is not legal advice and not a certification. An insurer has not signed off on it. Your lawyer, and the questions you were actually sent, still decide what is enough.
Will you tell us nothing can go wrong?
No. The register records what you typed. A green line means no item was raised on the answers you entered, as of that date. It is not a security test, and it is not a finding that every tool in use was reported.
Who approves a tool?
Your agency does. “Approved” on a row means someone at the agency marked it approved. It does not mean this product, a regulator, or an insurer approved it.
What if staff use a tool you never listed?
Then it is not in the packet. The file says it is a snapshot of what was reported. There is no scan of laptops or of the network.
Can we send the insurer file to a client?
Don’t. The insurer pack includes costs, renewal dates, and incident notes. The client sheet leaves those out. A person should still read the client file before it goes out.
If someone signs the briefing, were they trained?
No. The signature is a record that they typed their name, dated it, and said they read the note and will follow it. It is not proof the briefing worked, and it is not a legal finding. A new policy version, or a year since the last signature, means they read it again.
Is the $799 price open to every agency?
No. It is the first 3 agencies only, and it is credited toward the yearly register only if that yearly register starts within 30 days of delivery. Those agencies lock the yearly price for 12 months. Everyone else is quoted the $1,499 audit.