Internal adjuster
Assigned claims
DATA & TRUST
Protect the record. Control every use.
Proposed safeguards for claim information, AI processing and shared workspaces.
Discovery proposal · Review draftTrust begins before access.
Confirm the record owner, authorized users and permitted purpose. Illustrative model · No live client data
Supervising reviewer
Authorized claim review
Partner team
Selected shared records
AI processor
Approved task only
Illustrative model · No live client data
Six controls to define in discovery.
Access follows the claim.
Named users receive only the records and actions authorized for their role.
Approve each AI use.
Confirm provider, purpose, information, access, retention and terms before processing.
Keep training separate.
Training, fine-tuning and unrelated reuse require separate written authorization, data rights and scope.
Protect storage and transfer.
Assess encryption, account safeguards, credential handling and separation between organizations.
Keep people accountable.
Link outputs to source records. Require authorized human review before consequential action.
Plan retention and response.
Define retention, legal holds, return or deletion, incident contacts and response steps.
Encryption is part of the answer.
Encryption supports security. Permission to use claim data must be established separately.
Texas obligations stay in the plan.
Discovery confirms the requirements that apply to the actual licensed entities and proposed workflows. TDI expects human review and agreement before action on consequential AI decisions. Review sources: Texas Insurance Code Ch. 4102 · TDI Bulletin B-0003-26 · TDI insurance privacy guidance
Licenses & authority
Verify operating entities, adjuster licenses, roles and data authority.
Client contracts
Review applicable TDI-approved public-adjuster forms and proposed changes with counsel.
Privacy & permitted use
Check disclosure authority, notices, provider terms and authorized data use.
Records & oversight
Confirm retention, legal holds, regulator access and human review duties.
TDI expects human review and agreement before action on consequential AI decisions. Review sources: Texas Insurance Code Ch. 4102 · TDI Bulletin B-0003-26 · TDI insurance privacy guidance
Confidentiality before discovery.
Proposed mutual NDA · For review Mandatory Texas duties remain applicable. The NDA can be signed separately before discovery. It does not, by itself, authorize data access or AI processing. Draft summary for review; counsel to finalize the agreement before signature.
Protected information
Claim records, policies, photos, estimates, business methods and technical materials.
Limited purpose
Approved work and authorized representatives; no unauthorized training or unrelated reuse.
Return & retention
An agreed return or deletion process, subject to required retention and legal holds.
Law & forum
Nevada law. Competent state courts in Las Vegas, Clark County, or federal court there when jurisdiction exists.
Mandatory Texas duties remain applicable. The NDA can be signed separately before discovery. It does not, by itself, authorize data access or AI processing. Draft summary for review; counsel to finalize the agreement before signature.
Clarity before implementation.
US $15,000 fixed-fee discovery & AI readiness assessment
Implementation, hosting and ongoing support are separately scoped.