Short answer
State actual qualifications and limits of expertise. Do not imply an AI tool confers licensed status or authority to provide regulated advice.
An illustrative example
A consultant proposes automation for a regulated client.
This is a hypothetical situation, not a real customer outcome or a coverage determination.
Three facts to prepare
- Actual qualifications
- Service boundaries
- Specialist involvement
Use a brief, accurate summary. Separate confirmed facts from assumptions; keep passwords, identity numbers, private customer records and confidential documents out of an initial marketplace request.
A question to bring to the right professional
Which qualified reviewers are needed for this proposed service?
A consulting title can hide very different services. Map the work from advice through deployment and ongoing operation, identifying what the client controls and what your firm still does. Use the actual scope and redacted records to support a professional review, without promising placement or a policy price.
Sources and scope
- Travelers: technology errors and omissions risk examples
Insurer-authored context on technology service allegations and differences in policy wording. Product descriptions apply to that source; they are not LunarQuote offers or evidence of a partnership.
- NIST: AI Risk Management Framework
A voluntary framework for organizing AI risk. It is not an insurance contract, certification or determination of legal compliance.
Sources supply the stated background, not a determination about the illustrative case. The example, checklist and discussion prompt are LunarQuote educational material. Source links checked October 5, 2026.
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