Industry · Insurance brokerages
Insurance brokerages data licensing for AI.
Quick answer
Brokerages record client intake, market submissions, quotes and service requests. Those show AI how coverage is placed and serviced.
Business context#
Client personal and business details are removed. Carrier agreements are reviewed.
Valuable insurance brokerages datasets#
| Dataset | What it contains |
|---|---|
| Submissions | Applications and outcomes |
| Quotes | Comparisons and choices |
| Service requests | Changes and claims help |
| Correspondence | Emails with carriers |
How AI developers use it#
- Placement assistants
- Service agents
- Document extraction
Privacy, legal and security considerations#
- State insurance privacy rules
- Carrier contracts
- Client confidentiality
How SourceX approaches it#
We start with a description of your systems — no data leaves your company during assessment. If there's relevant demand, we propose scope, permitted use and preparation requirements for your approval, and nothing is delivered without an executed agreement and your explicit authorization.
Related data categories
Systems that hold this data#
- Salesforce
- HubSpot
- Pipedrive
- Gong
- Zendesk
- Intercom
- Freshdesk
- Salesforce Service Cloud
How much data is enough#
As a general guide, buyers look for years of consistent history (typically 2+ years) and tens of thousands of records or more in one system. Smaller sets can qualify when the work is rare. Assessed deal by deal.
Sample record
Illustrative · fictional
- record_id
- rec_8f21c0
- created / closed
- 2023-04-11 → 2023-04-12
- category
- Billing question
- request
- Customer [NAME] asks why invoice [ID] was charged twice.
- steps
- 1. Checked payment log 2. Found duplicate 3. Issued refund
- outcome
- Resolved · refund issued
- actors
- customer, agent_tier1
Rules that may apply
Federal Wiretap Act 18 U.S.C. 2511
Applies to recorded calls and intercepted communications; some states require all-party consent. Assessed deal by deal.
California Consumer Privacy Act Cal. Civ. Code 1798.100 et seq.
May apply where records include personal information of California residents and the business meets the law's thresholds. Assessed deal by deal.
Reviewer note: applicability is confirmed with counsel for each deal. Not legal advice.
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Frequently asked questions
Do carriers need to approve?
Sometimes, depending on agency agreements.
Is this legal advice?
No. It is general information; your counsel should review your deal.
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See if your company qualifies
A short company assessment. No data uploads are needed.