AI Governance: Protecting Your Agency & Your Clients

AI Governance: Protecting Your Agency & Your Clients

RECORDED June 23, 2026

Your employees may already be using AI to draft emails, summarize policies, compare coverage, analyze data or work with client information. The question is no longer simply whether your agency uses AI, but whether you know how it is being used and have appropriate guardrails around it.

This Agency AI Labs session breaks AI governance down into practical steps for independent insurance agencies. Learn how to identify the AI tools and use cases already present in your organization, assess their level of risk, establish responsibility and oversight, create an approved-tools framework, develop data rules and build an AI acceptable use policy your employees can actually understand and follow.

Watch to explore questions like:

• What does AI governance actually mean for an independent insurance agency?
• What are the risks when employees use public or personal AI tools for agency work?
• Which AI use cases are lower risk, and which deserve greater human oversight?
• What should an AI acceptable use policy include?
• Who should be responsible for approving AI tools and use cases?
• How should an agency evaluate vendors adding AI capabilities?
• How can an agency protect client data while still allowing employees to use AI productively?

Most importantly, the session provides a practical five-week path toward AI governance, beginning with an inventory of current AI use and progressing through risk classification, ownership and responsibilities, acceptable-use rules, approved tools and controls for higher-risk activities.