List underwriting points for an endorsement the lawyer will write
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- One row per point in the underwriting note: the point in the note's words, and the existing clause, if any, that mentions the same subject. Write no endorsement wording.
- What the lawyer must review
- An endorsement changes the policy. 15 U.S.C. § 1012 leaves the policy's effect to state law unless a federal act specifically relates to the business of insurance. You write the wording. Formal Opinion 512 requires review before any tool sentence is used in a document the client will issue.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.