Security & data safety

You're handing us commission statements and books of business. Here's how that data is protected.

Carrier documents are processed with zero data retention. We never train on your book or your clients' data.

The AI only reads and drafts. Every dollar figure is computed by unit-tested, audited code — so findings are defensible.

Built to the GLBA Safeguards Rule and the NAIC Insurance Data Security Model Law from day one.

Controls are being implemented ahead of the first design-partner data hand-off.

Each finding traces back to the exact source row on the statement it came from — full audit trail.

The agency remains the disputant of record. Nothing is sent to a carrier without your approval.

How your data flows

Where your data goes, and the trust boundaries at each step.

Carrier statement

PDF (incl. scanned), Excel, or CSV you upload

AI transcription

Reads the document into typed rows. Zero data retention — no training on your book.

Deterministic engine

Computes every finding and dollar in audited code. No LLM touches the math.

Your review

You approve each finding. The agency stays the disputant of record.

Dispute letter

Drafted for you; sent only when you say so.

Zero-retention at the AI boundaryEvery dollar computed by audited codeNothing sent to a carrier without your approval

Concrete artifacts, not just claims — open the exact kind of output Backbook produces.