AI Policy and Setup

Your Team Is Already Using AI. Give Them Rules and the Right Tools.

We write your AI policy, set up approved tools and train your team, so AI speeds up daily work without putting client data or your reputation at risk.

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The friction

Use is ahead of policy

Staff are drafting emails, summarizing documents and researching with public AI tools, usually without written guidance.

12%

of independent insurance agencies had a well-defined AI policy

Liberty Mutual, 2025

70%

of tax firm respondents reported no policy governing generative AI use

Thomson Reuters, 2025
What's included · Usually 2 to 3 weeks

What's included

Written AI policy

Which tools are approved, what data can never go into them, which outputs need review and who to tell when something goes wrong.

Approved tool setup

The right tools configured for your firm, with data settings reviewed.

Prompt library

Tested prompts for your most common tasks, written for your brand and your industry.

Team training

One working session, recorded for new hires.

How it connects

One set of rules for your team and your systems

Your AI policy governs every system we build for you. The rules your team follows are the same rules your marketing systems follow.

Questions

AI policy, answered

What should a small business AI policy include?

Approved tools, prohibited data, required reviews, who owns the policy and how to report a problem. Keep it short enough that people actually read it.

Can staff use ChatGPT at work?

With a policy, yes. The policy should say which version, which settings and which data stay out.

How long does setup take?

Usually two to three weeks, depending on team size and tools.

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Find your acceleration point

We'll ask AI tools the questions your clients ask, show you who comes up and recommend the three fixes we'd make first. One page, within 24 hours. No call needed.

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