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Agents & brokers · 25 PRACTICAL QUESTIONS
AI client discovery for agents and brokers
Ask better questions about services, data, actions, contracts, evidence and actual client reliance.
The goal is an accurate client activity description and a qualified review of available terms. Keep professional, legal and technical questions with their appropriate reviewers. Use category-level information first and obtain evidence through a secure process, avoiding unsupported assumptions about compliance, authority or coverage.
Short answers, illustrative cases, preparation checklists and questions for qualified professionals. AI-assisted educational material; no individual licensed or legal review is claimed.
Question guideWhat should an agent ask an AI business before discussing policies?Begin with what it sells, who relies on it, what AI does and what can go wrong.Question guideHow can an agent distinguish an AI builder from an ordinary AI user?Ask whether the business sells the technology or uses it in another service.Question guideWhat should agents ask about AI data categories?Ask what information enters, leaves and remains in the system.Question guideHow can an agent clarify an autonomous action boundary?Ask what the system can execute without a person, under whose authority and with what limits.Question guideWhat should agents ask about customer dependence on AI outputs?Identify decisions made from outputs and available verification or fallback.Question guideHow should agents review AI client contract promises?Use redacted summaries of services, guarantees, remedies and insurance requirements.Question guideWhat should agents ask about model providers and dependencies?Identify critical providers, data destinations, fallback and responsibility for disruptions.Question guideHow can an agent identify physical AI exposure early?Ask whether AI controls, navigates or influences equipment and who is nearby.Question guideWhat should agents ask about human oversight evidence?Ask what reviewers see, when they act and whether the system can bypass approval.Question guideHow should an agent discuss AI incident history?Ask for accurate dated summaries of complaints, known failures and formal allegations.Question guideWhat should agents ask about AI business revenue and scale?Distinguish actual and projected revenue, users and service mix.Question guideHow can agents assess whether AI controls are implemented?Ask for observable evidence and known exceptions without collecting secrets.Question guideWhat should agents ask about third-party contractors in AI work?Identify delegated activities, access, contracts and supervision.Question guideHow should agents discuss intellectual property concerns in AI services?Clarify sources, rights commitments, generated deliverables and publication roles.Question guideWhat should agents ask about a client's AI roadmap?Separate current features from planned actions and data use.Question guideHow can agents avoid collecting unnecessary customer PII?Begin with activity and data categories, requesting identifiable records only when necessary through an appropriate channel.Question guideWhat should agents ask about AI professional advice boundaries?Identify the actual professional role, qualified oversight and user reliance.Question guideHow should agents clarify personal versus business digital concerns?Ask who acts, which accounts are involved and whether the activity is paid work.Question guideWhat should agents ask about policy continuity during AI product changes?Gather current forms, dates, prior submissions and the change timeline.Question guideHow can agents use illustrative AI loss scenarios responsibly?Use scenarios to ask about actual wording and facts, not to promise coverage.Question guideWhat should agents ask about AI vendor assurance claims?Request exact evidence, scope and relevance. Vendor certifications or testing reports should not be presented as the customer's own compliance status or proof of insurability.Question guideHow should agents document an unresolved discovery question?Record the uncertainty and owner for follow-up rather than inventing an answer.Question guideWhat should agents ask about customer communication consent in AI tools?Identify channels, audience source, authorization and stop controls.Question guideHow can agents prepare a redacted AI client overview?Summarize services, data categories, action authority, contracts and controls without private records or credentials.Question guideWhat makes an AI discovery conversation useful rather than generic?Tie each question to the client's actual workflow, responsibility and consequence.
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