Built for agencies with 1–20 producers

Use AI Safely —
Without Increasing E&O Exposure

SecureProfile helps small insurance agencies prevent AI data leaks, bad coverage advice, and compliance violations — with built-in guardrails, monitoring, and audit logs.

AI Creates New Risks for Insurance Agencies

Producers are using ChatGPT and other AI tools to draft emails, explain coverage, and follow up on quotes. It’s fast — but it introduces serious liability and compliance exposure.

E&O Exposure

From incorrect coverage explanations generated by AI hallucinations.

PII/PHI Data Leaks

Sensitive client data being pasted into public AI models.

Unauthorized Opinions

AI giving underwriting opinions it shouldn't.

Compliance Violations

Claims handling guidance that violates carrier rules.

No Audit Trail

Zero visibility into what your producers are generating.

The Reality

Large carriers have compliance teams.

Small agencies don’t — until now.

SecureProfile Makes AI Safe

Compliance guardrails and liability protection designed specifically for insurance agencies. No IT team required.

AI Advisory Guardrails
01. Protection

AI Advisory Guardrails

Prevents AI from generating unauthorized coverage promises, underwriting advice, or misleading explanations.

Example Output:
“Water backup coverage depends on the policy and endorsements. Please check with your carrier or review the policy for specifics.”
Communicate without triggering E&O exposure
02. Security

Safe Data Handling

Automatically detects and blocks or redacts sensitive data before it hits AI tools.

  • PII (Names, DOB, SSN)
  • PHI (Medical Info)
  • Claims Details
  • Financial Data
Prevents accidental data breaches
Safe Data Handling
Compliance Logs
03. Compliance

Compliance & Audit Logs

Automatically records AI usage, policy advisories, blocked content, and disclaimers added.

Carrier Audits
Ready-to-export logs
E&O Defense
Proof of safe practice

Why Agencies Use SecureProfile

Reduce E&O Risk

Prevent advisory language that leads to disputes and claims.

Protect Client Data

Avoid PII/PHI exposure when staff uses AI.

Stay Carrier-Compliant

Avoid unauthorized claims or underwriting guidance.

Faster Communication

Use AI safely to respond to clients faster.

Maintain Professionalism

Standardized, compliant language builds trust.

Peace of Mind

Know exactly how your team is using AI tools.

How SecureProfile Works

No IT required. No complex deployment.

01

Connect

Producers install a simple browser extension or use our web proxy.

02

Protect

We monitor AI usage, block risky data, and filter advisory language in real time.

03

Audit

Generate compliance logs, E&O evidence, and carrier-ready documentation.

Simple Pricing for Small Agencies

No long-term contracts. Cancel anytime.

Starter

Best for solo producers

$49/mo
  • 1 user
  • Advisory guardrails
  • Safe data handling
  • Smart disclaimers
  • Basic audit logs
Most Popular
Team

For growing agencies (2–10 users)

$149/mo
  • Up to 10 users
  • Everything in Starter
  • PII/PHI filters
  • E&O-ready audit logs
  • Carrier compliance presets
Agency

For 11–20 user teams

$299/mo
  • Up to 20 users
  • Everything in Team
  • Custom compliance rules
  • Firm-wide reporting
  • Priority support

Frequently Asked Questions

Use AI With Confidence — Not Fear

SecureProfile makes AI adoption safe for small insurance agencies — without increasing risk, workload, or liability.