---
title: "List questions and records for an insurance expert letter"
url: "https://ailawframework.com/practice/insurance-law/draft-expert-instructions-for-a-loss-assessor-engineer-or-actuary/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A22-T1-R7-US"
practice_area: "Insurance Law"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List questions and records for an insurance expert letter

> List the questions the lawyer has already written and the records marked for enclosure, by date and name. Write no sentence of the letter.

Canonical page: https://ailawframework.com/practice/insurance-law/draft-expert-instructions-for-a-loss-assessor-engineer-or-actuary/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Insurance Law](https://ailawframework.com/practice/insurance-law.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | List the questions the lawyer has already written and the records marked for enclosure, by date and name. Write no sentence of the letter. |
| What the lawyer must review | Federal Rule of Evidence 702 is the reliability rule for the opinion the letter asks for. The letter sets the facts the expert is asked to assume. You write it. Formal Opinion 512 requires review of any tool text before the letter is sent. Model Rule 1.6 keeps the loss file out of a public tool. |
| Written for | United States |
| Applies to | [Draft expert instructions for a loss assessor, engineer or actuary](https://ailawframework.com/practice/insurance-law/draft-expert-instructions-for-a-loss-assessor-engineer-or-actuary.md) |

## Checking plan

- What the AI does: List the questions the lawyer has already written and the records marked for enclosure, by date and name. Write no sentence of the letter.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The tool does not suggest a conclusion for the expert to reach.
- Do not put claim documents into a public tool.

## Sources

- [Federal Rule of Evidence 702, Testimony by Expert Witnesses](https://www.law.cornell.edu/rules/fre/rule_702) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*