Security & Compliance

Enterprise-Grade Security.
Built for the Insurance Industry.

Your client data never trains an AI model. Every action is logged, every decision is human-approved, and your data stays yours — built for the compliance requirements of independent brokerages and agency networks.

Security Principles

Four commitments we never compromise on.

Human-in-the-Loop on Every Action
No AI takes autonomous action on your book of business. Every workflow step — submission, COI issuance, endorsement, renewal — requires explicit human approval before it executes. This is not a feature toggle. It's an architectural constraint. E&O-safe by design.
Agency Data Isolation
Your agency's data is logically isolated from every other client. Your E&O accounts, client profiles, and placement history are never co-mingled with another agency's data. Agencies with stricter requirements can opt into single-tenant dedicated infrastructure.
Full Audit Trail
Every action logged: timestamp, user, action type, input, output, approval status. When your E&O carrier asks "who issued that COI, when, and what policy was it cross-checked against?" — we have the answer. Audit logs are available on request for carrier documentation and compliance review.
Your Data Never Trains AI Models
Your client data — policies, loss runs, ACORD forms, carrier notes — is never used to train foundation models or improve any AI system outside your environment. We operate a zero data retention policy with third-party AI providers. Your book of business is your asset. It stays that way.
Architecture

How we protect your data technically.

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Encryption at Rest & In Transit
All data encrypted at rest (AES-256) and in transit (TLS 1.3). No plaintext storage of client data at any layer.
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Multi-Tenant with Logical Isolation
Our default architecture provides strong logical data isolation between agency accounts. Dedicated single-tenant infrastructure is available for agencies with stricter requirements.
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Role-Based Access Control
Granular permissions per user role. Producers, CSRs, and owners each see only what their role requires. Reliaminds staff cannot access your data without explicit consent.
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Immutable Audit Logs
Every user action, AI action, approval, and rejection written to an append-only log. Logs cannot be modified or deleted by any user.
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Zero Data Retention (AI Providers)
We operate with zero data retention agreements with all AI model providers. Your prompts and responses are not stored or used for training.
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E&O Documentation on Request
Full audit trail exports available for E&O carrier documentation. We can generate the evidence package your carrier requires.
E&O-Safe Design

Every workflow designed to protect your license.

Agency Brain doesn't just automate — it automates in a way your E&O carrier will respect. Here's what that means in practice.

Human approval on every action
Agency Brain prepares. A licensed producer or CSR approves. No action executes without a named human on record as the authorizing party.
COI cross-checked before issuance
Every Certificate of Insurance is cross-referenced against the policy of record before it leaves your agency. Additional insured, limits, and effective dates verified programmatically.
Retroactive date and prior acts tracking
For E&O, Cyber, and D&O lines, retroactive dates and prior acts windows are tracked automatically and surfaced before every renewal and submission.
Common Questions

Questions we get from agency owners.

Can my E&O carrier see audit logs?
Yes. Full audit trail exports are available on request. We can generate a documentation package showing every action taken, the human who approved it, and the timestamp — in the format your carrier requires.
Where is my data stored?
By default, your data is stored in a logically isolated multi-tenant environment — your data is never co-mingled with or accessible from another agency's account. Agencies that require dedicated infrastructure can opt into a single-tenant deployment.
Who can access my agency's data?
Only you and the team members you authorize. Reliaminds staff do not have access to your client data without your explicit written consent. Access requests are logged and require approval from your designated account administrator.
Is my client data used to train AI models?
Never. Our zero data retention policy means your data is never used to train AI models — neither our own nor any third-party provider's. We operate with zero data retention agreements across all AI providers we use.
What happens if a staff member leaves?
Access can be revoked immediately by your administrator. All prior actions taken by that user remain in the audit log. The institutional knowledge they built with Agency Brain stays with your agency — not with the individual.

Questions about security? Talk to our team.

We'll walk you through our architecture, audit log format, and E&O documentation package — before you commit to anything.

Contact Us →