Enterprise Security for Insurance AI
Protect insurance documents and structured data while preserving human oversight, visible exceptions, and decision ownership.
- Controlled data handling Review privacy, encryption, retention, deployment, and integration boundaries.
- Access and auditability Confirm authentication, permissions, administrative access, logs, and review controls.
- Human oversight Ready-to-review outputs and visible exceptions keep insurance professionals responsible for decisions.
Controls to evaluate for each deployment
- Privacy and data handling Confirm data ownership, permitted processing, subprocessors, residency, cross-border processing, privacy requests, and any secondary data use.
- Architecture and deployment Review hosting boundaries, environment isolation, private deployment options, connected systems, and shared responsibilities.
- Encryption and keys Verify protection for documents and structured data in storage, transfer, backups, and integrations, including deployment-specific key options.
- Identity and permissions Confirm supported authentication, roles, administrative permissions, SSO, MFA, provisioning, sessions, and access reviews.
- Auditability and resilience Review logged events, user attribution, timestamps, export options, retention, incident response, recovery, and business continuity.
- AI governance Evaluate model selection, provider access, input and output handling, change management, uncertain results, exceptions, and human review.
What is verified, configurable, or deployment-specific?
The matrix separates known InsuranceFlow capabilities from details that require current technical documentation or a deployment-specific review. Last reviewed: February 2025.
- Human oversight and visible exceptions Verified platform approach - people retain review and decision ownership.
- Private deployment options Verified option - exact boundaries are deployment-specific.
- AMS and workflow integration boundaries Verified approach - InsuranceFlow works with existing systems rather than replacing the AMS.
- Encryption and key management Security review scope - exact methods require current technical confirmation.
- Identity, permissions, and audit logs Security review scope - supported controls require verification.
- Retention, deletion, and model data use Deployment-specific answer required before procurement approval.
From submission intake to controlled action
- 1. Submission intake Submission emails and insurance documents enter an approved workflow. These may include ACORD forms, loss runs, renewals, certificates of insurance, first notice of loss, and servicing records. Intake channels, authentication, permitted sources, and retention require deployment-specific confirmation.
- 2. Structured extraction InsuranceFlow converts document content into structured fields for review. Protection requirements apply to source files, extracted values, prompts, intermediate processing, outputs, provider access, and temporary storage. Exact implementation details should be verified during the security review.
- 3. Ready-to-review work Structured information, enrichment, uncertain results, and visible exceptions are presented for human review. Insurance professionals remain responsible for validation, judgment, and approval before information becomes an approved action.
- 4. Approved connected action Approved information can move to supported agency management system and workflow integrations. Authentication, authorization, transfer security, write permissions, error handling, logging, and reconciliation should be documented for each supported connection.
Review controls in workflow context
Use current product documentation and a deployment-specific review to connect security requirements to intake, extraction, review, reporting, and approved system actions.
Questions for an InsuranceFlow security review
These answers distinguish verified platform positioning from controls that require current technical or deployment-specific confirmation.