Industries · 08 · Insurance

A claim file holds medical, financial, and investigative data. Then it meets a chatbot.

Name: Privilege AI
Brand: Privilege AI

Adjusters summarize claims. Underwriters assess applications. Special investigations analyze suspicious files. All with AI, all on policyholder and claimant data — and every AI-assisted decision is one a regulator may ask to see. Privilege AI governs AI use across underwriting and claims, with traceability of approvals, exceptions, and sensitive processing.

Book a demo Challenge: Frameworks

Who buys, and why

Three offices, three reasons.

CISOFinds unsafe AI processing across underwriting and claims.

Prevents leakage of policyholder, claimant, and sensitive investigation data. Enforces security and external-service controls to identify unsafe AI processing across underwriting and claims teams.

03 Agent · 02 Watch

Chief Compliance OfficerKeeps traceability of approvals and exceptions.

Reduces improper use of claimant information and AI decision-related exposure. Supports privacy and insurance regulation while maintaining traceability of approvals, exceptions, and sensitive data processing.

02 Watch · ledger

Chief Claims OfficerAccelerates claims analysis with fewer handling errors.

Protects claim records and confidential medical or financial documentation. Ensures approved AI use in claims workflows to accelerate analysis while reducing information-handling errors.

01 Privilege AI

Threat vectors

Where it happens in a carrier.

Claims · AdjusterSummarizes claim files and drafts determinations with AI.Claimant medical and financial documentation is processed by an unapproved assistant. High risk of privacy complaints, regulatory findings, and AI decision-related exposure.Sponsor: Chief Claims Officer · Decides: CISO / CIO

Underwriting · UnderwriterAssesses applications and risk submissions with AI.Policyholder data and broker submissions are pasted into a consumer AI tool. High risk of unauthorized processing and inconsistent, untraceable decisions.Sponsor: Chief Underwriting Officer · Decides: CISO / CCO

Special Investigations · SIU AnalystAnalyzes suspicious claims and investigation files with AI.Sensitive investigation data and allegations are sent to unapproved AI. Very high risk of litigation complications and confidentiality claims.Sponsor: Head of SIU + GC · Decides: CISO with GC

United States v. Heppner · AI & legal privilege

Distinguish routine claims work from legal advice.

Coverage disputes and anticipated litigation may require counsel-directed analysis, while ordinary claims handling serves a different purpose. Heppner reinforces the value of documenting why AI is being used, who directs it, and how information is handled. Keep the legal purpose clear and have counsel assess protection under the applicable law.

Explore the privilege and work-product distinction

The platform, applied

Approved AI in the claims workflow, with the trail regulators expect.

01 · Privilege AIEvery AI-assisted decision, on the record.

Claims and underwriting work on your own keys, inside matters with retention; every answer records its model, citations, and who was present. Counsel in the session for disputed claims. 0 matters trained on.

Privilege AI

02 · Privilege WatchApprovals, exceptions, sensitive processing.

Detections across Claude, ChatGPT, and the Agent, with the traceability the Chief Compliance Officer maintains for examiners.

Privilege Watch

03 · Privilege AI AgentUnsafe AI processing, identified on the device.

Claimant and policyholder data leaving the workstation for external services, detected across 120+ categories and alerted to the CISO and compliance.

Privilege AI Agent

Insurance regulationPrivacyAI decision traceabilitySOC 2 · ISO 27001

Faster claims.
Traceable decisions.

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