Short answer
Show data categories, systems, external processors and access boundaries. Omit records, secrets and private endpoint details; the summary should explain exposure rather than reproduce sensitive architecture.
An illustrative example
A broker receives a category-level diagram of support processing.
This is a hypothetical situation, not a real customer outcome or a coverage determination.
Three facts to prepare
- Input categories
- External processors
- Storage and access
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
What additional facts are needed without sharing raw customer data?
Map information categories and access rather than copying private records into a risk request. Privacy review, technical security work and insurance review have different responsibilities. A vendor feature or framework does not establish the business's compliance status or determine how an actual policy responds.
Sources and scope
- NAIC: cybersecurity and insurance
General commercial cyber context; the NAIC describes cyber policies as customized. This source does not decide coverage for an AI scenario.
- 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.
Your next step
Organize high-level concerns in a private profile. A specialist connection depends on verified availability and your consent; matching may be temporarily unavailable. A profile is not a quote, claim report or promise of coverage.
Create a business risk profile →