AI governance documentation

If your agency uses AI, your carrier may expect written governance documentation.

We produce complete, regulator-grade AI governance packages for independent insurance agencies. Aligned to the NAIC Model Bulletin and your state's requirements. Delivered in one week.

Chapter 01 — Context

Why agencies are addressing this now

Three concurrent pressures are creating urgency for independent agencies.

Cyber carriers
Carriers are adding AI governance questions to renewal applications. Some are introducing AI Security Riders that require documented policies as a condition of coverage. Agencies without documentation risk coverage gaps or premium increases.
Regulators
24 states have adopted the NAIC Model Bulletin on AI use in insurance. Colorado's AI Act takes effect June 30, 2026. Regulators expect documented AI governance programs that can be produced during examination.
E&O exposure
If an AI-generated recommendation harms a client and your agency has no governance documentation, that gap becomes an E&O liability. Documentation creates the defensible paper trail your attorney needs.
Chapter 02 — Deliverables

What you receive

Seven documents, customized to your agency, organized in three categories.

Policy & governance

The foundation

AI Acceptable Use Policy — regulator-grade, 20+ pages covering governance structure, risk classification, human oversight, bias testing, incident response
AI Systems Inventory — every AI tool documented with risk score, vendor status, and assigned owner
Vendor & training

The operating layer

Vendor Due Diligence Questionnaire — evaluate AI vendors for data privacy, security, and contract compliance before adoption
NAIC Model Bulletin Crosswalk — your AI practices mapped to every regulatory requirement
Employee Training Materials — 30-minute all-hands training with role-based guidance for producers, CSRs, and admin staff
Carrier & maintenance

The proof layer

Cyber Insurance Attestation Prep — pre-written responses to AI governance questions on carrier applications and renewals
Annual Review Checklist — maintain your governance program year-over-year without rebuilding from scratch
Chapter 03 — Process

How it works

Three steps. One week. Done.

01

Complete the intake form

15–20 minutes about your agency, your AI tools, and your state. We handle everything from there.

02

We build your package

5–10 business days. No meetings, no workshops, no back-and-forth. We do the work.

03

Review and adopt

You receive all seven documents, branded with your agency name. Share with your attorney and adopt when ready.

Chapter 04 — Differentiation

Why JESKEL Group

What makes this different from templates, DIY, or Big 4 engagements.

Insurance-specific

Built for independent agencies, not generic templates adapted from other industries. Aligned to NAIC guidance and carrier expectations.

One week, not three months

Big 4 firms take months and charge $25K–$50K. We deliver in 5–10 business days at a fraction of that cost.

Independently validated

Every document goes through multi-layer quality assurance including independent cross-validation against regulatory requirements.

Attorney-review ready

Delivered with appropriate disclaimers. Share directly with your counsel for final approval. Most attorneys appreciate receiving a complete draft.

Sample policy

See what regulator-grade governance looks like

Request our 20-page sample AI Acceptable Use Policy. Built for insurance agencies. No obligation. Or call (585) 236-2340.

About JESKEL Group

JESKEL Group specializes in AI governance documentation for regulated industries, with insurance agencies as our primary focus.

We built this service because we saw independent agencies being left behind. All the AI governance consulting was targeting carriers at $25,000+ engagements. Nobody was serving the agencies that actually needed practical, affordable documentation.

We use AI in our own production process with human review and independent quality assurance. We practice the same governance we document for our clients.

Talk to us directly: (585) 236-2340

24
States with NAIC adoption
7
Documents per package
5–10
Days to deliver
Investment
$2,500
Complete package, all 7 documents
Founding clients: $1,500 (first 10)
50% upfront, 50% on delivery