Which client details to share with your AI

Most quotes need age, state, type of money and amount, not a name.

1. 1.

   Use only an enterprise AI workflow approved by your agency and carrier. Confirm privacy and authorization controls. Also confirm contract and security controls.

2. 2.

   Start the chat with this rule. It tells your AI to keep real names out of what it sends.

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   Refer to my client as Client A. Never put a real name, contact detail, address, birth date, Social Security number, account number or policy number in a note, link or tool call. Do not upload statements, applications, IDs or health details. Ask me before any required exception.

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   Some income quotes need an exact birth date. Your AI should ask before it sends one.

3. 3.

   Quotes for immediate and deferred income annuities put the client's name and birth date in the link. Do not share the link.

   With the rule on, the name in the link becomes Client A. The birth date stays in it.

4. 4.

   When Claude shows Allow once or ChatGPT asks you to confirm, read what it sends. Share a name only if a quote needs one.