---
title: "Quote conclusions and assumptions from insurance expert reports"
url: "https://ailawframework.com/practice/insurance-law/summarise-expert-reports-in-an-insurance-claim/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A22-B8-2-US"
practice_area: "Insurance Law"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Quote conclusions and assumptions from insurance expert reports

> For each report, copy the date, the expert's field as printed, the conclusion sentence, and each assumption the report lists. Do not restate the conclusion as a finding.

Canonical page: https://ailawframework.com/practice/insurance-law/summarise-expert-reports-in-an-insurance-claim/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 | Yellow: Lawyer and AI draft together |
| How AI is used | For each report, copy the date, the expert's field as printed, the conclusion sentence, and each assumption the report lists. Do not restate the conclusion as a finding. |
| What the lawyer must review | Federal Rule of Evidence 702 admits the opinion only if the proponent shows it is more likely than not that the testimony meets the rule, including a reliable application of the principles and methods to the facts. Formal Opinion 512 requires review of tool output before it is used. You decide whether the opinion meets Rule 702. |
| Written for | United States |
| Applies to | [Summarise expert reports in an insurance claim](https://ailawframework.com/practice/insurance-law/summarise-expert-reports-in-an-insurance-claim.md) |

## Checking plan

- What the AI does: For each report, copy the date, the expert's field as printed, the conclusion sentence, and each assumption the report lists. Do not restate the conclusion as a finding.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A quoted sentence is the expert's. The table does not adopt it.
- Rule 702 is federal. A state expert rule was not opened.

## 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)

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