Check AI answers before clients see them

Verify every AI figure and claim in current carrier documents. Follow approval rules and protect client data.

Before a client sees AI-written product copy, follow approval and recordkeeping rules. Use current carrier-approved material and authorized illustrations.

Free checks. A new quote uses credits.

You'll learn to

• Paste a draft and get a list of fixes
• Apply five checks to every client-facing number
• Keep client details in approved workflows only

In this guide

1. 1. Verify a draft before a client sees it
2. 2. Which client details to share with your AI