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Agents & brokers · QUESTION GUIDE

What should agents ask about customer dependence on AI outputs?

Short answer

Identify decisions made from outputs and available verification or fallback. A wrong answer has different consequences depending on whether it is casual information or a relied-upon deliverable.

An illustrative example

A client uses forecasts to place inventory orders.

This is a hypothetical situation, not a real customer outcome or a coverage determination.

Three facts to prepare

  • Decision use
  • Verification
  • Fallback process

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 happens operationally if this output is wrong?

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.

Sources and scope

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.

General educational information, not insurance or legal advice. This page has not been individually reviewed by a licensed insurance professional or counsel. LunarQuote does not sell, recommend or bind insurance. Appropriate qualified professionals review actual products, facts and policy terms.

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