Artificial Intelligence (AI) Tools and Resources

Addendum: AI Cybersecurity for Insurtech Professionals

This addendum builds on the original AI Cybersecurity for Insurtech Professionals paper, delivering updated frameworks, threats, and hands-on controls to help insurtech teams secure AI models, data, and agents across the full enterprise lifecycle.

Sample Online AI Control Plan

Structure, assess, and manage the responsible use of AI systems with this practical framework.

AI Sample Online Use Request Review Questionnaire

This resource provides a clear process for exaluating AI tools by examining risks, impacts, and intended applications before adoption. ​

AI Cybersecurity Executive Summary

A high-level overview of today's AI-amplified cyber threats and the essential governance strategies insurance leaders need to stay secure. ​

AI Cybersecurity for Insurance Professionals

A practical guide to help insurance professionals understand AI-driven cyber risks and apply proven frameworks and guardrails to protect their organizations.

AI Cybersecurity for Insurtech Professionals

Dive into AI risks, frameworks, and security-focused practices tailored specifically for insurtech teams.

AI and Cybersecurity Glossary

A plain‑language guide to the AI and cybersecurity concepts shaping today’s digital risk landscape.

AI — Build Versus Buy Versus Partner Decisioning

A strategic model for navigating AI sourcing decisions — build, buy, or partner — with confidence.

Executive Briefing: AI Governance Best Practices

This briefing distills industry best practices to guide organizations in managing and mitigating AI risks throughout the project lifecycle - whether developing systems internally or procuring from third-party vendors.

AI Governance Best Practices

Utilize this practical roadmap for insurers to implement responsible AI through robust governance, compliance, and risk management across the entire project lifecycle.

Sample AI Governance Workflow (Infographic)

Get a clear, visual overview of how AI use requests flow from intake to approval within a structured governance framework.

AI Sample Governance and Usage Policy

A practical policy framework outlining responsible, ethical, and compliance AI use across an organization.

AI Code Generation Tools — Value Drivers

AI-based code generation tools (AICGTs) are transforming IT within the insurance industry by automating routine coding tasks, allowing developers to focus on higher-value activities, thus enhancing productivity, code quality, and cybersecurity. This whitepaper discusses how these tools provide a solid starting point and can integrate seamlessly with existing development practices.

AI Code Generation Tools (AICGT): Value Drivers and Industry Impact (Infographic)

AI-based code generation tools (AICGTs) are transforming IT within the insurance industry by automating routine coding tasks, allowing developers to focus on higher-value activities, thus enhancing productivity, code quality, and cybersecurity. This whitepaper discusses how these tools provide a solid starting point and can integrate seamlessly with existing development practices.

GenAI Use Policy Template

Stay informed and compliant to harness the power of AI responsibly. The GenAI Use Policy template assists companies to set clear guidelines for the ethical and lawful use of GenAI tools by employees, contractors, and third parties.

Corporate AI Governance Policy

Establish ethical and secure standards for the adoption, use, and management of AI technologies within your organization.

AI Automation Identification Framework

The AI Automation Identification template is designed to help organizations identify which tasks and roles are most likely to be impacted as an AI initiative is launched.

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AI Risk Evaluation Framework (AIRE)

Navigate the evolving landscape of AI with confidence — balance innovation with ethical risk management across the insurance value chain.

NAIC Model Bulletin Summarized

Discover how the NAIC Model Bulletin is shaping the future of AI in insurance, with essential guidance on governance, risk management, and consumer protection. This summary highlights key expectations for insurers navigating the evolving regulatory landscape of AI technologies.

NIST GenAI Profile

Navigate the unique risks of generative AI — from hallucinations to regulatory compliance — through a structured framework.

NIST AI Risk Management Framework

Explore a practical road map for integrating responsible AI in insurance, with insights on governance, fairness, and compliance tailored to industry needs.

The AI Project Lifecycle (AIPL)

From planning to governance, this guide outlines a practical, risk-aware road map for implementing AI in the insurance industry — anchored in regulatory best practices and real-world operational insights.

AI Risk Classification

View this practical framework for evaluating and governing AI systems across the insurance value chain — helping firms mitigate bias, ensuring compliance, and building trust in a rapidly evolving digital landscape.

AI-Driven Jobs Transformation Template

Identify roles most likely to be transformed by AI and GenAI.

AIGG ROI Calculator: Customer Service Transformation

Tool to assess the financial benefits of implementing AI chatbots in customer service.

LIMRA Annual Conference

The LIMRA Annual Conference is one of the largest gatherings of senior executives representing diverse sectors of the financial services industry, including life, annuities, and workplace benefits. Our members and partners come together for strategic industry insights and high-level networking — a must-attend for executives.

Marketing Becomes Software: What a Carrier Marketing Team Can Build in an Afternoon

In this webinar, Paul Tyler, Head of Enterprise Marketing at Zinnia, walks through three systems he built this year: a lead agent that rewrites its own scoring criteria, a website rebuilt for both human readers and AI assistants, and a working iPhone concept application produced in a single afternoon.

AI and Distribution Effectiveness: Transforming Advisor Productivity and Engagement in Asia

See how insurers across Asia are using AI to boost advisor productivity, strengthen client engagement, and create more scalable, data-driven distribution strategies.

Control the Robot: Master Prompt Engineering to Build a Smarter AI and a Smarter Version of You

In this interactive workshop, financial marketers at every level, from those still figuring out ChatGPT to experienced AI users, will learn how to move beyond basic prompting and take greater control of how AI thinks, responds, solves problems, creates, analyzes, and executes.

Control the Robot: Master Prompt Engineering to Build a Smarter AI and a Smarter Version of You

In this interactive workshop, financial marketers at every level, from those still figuring out ChatGPT to experienced AI users, will learn how to move beyond basic prompting and take greater control of how AI thinks, responds, solves problems, creates, analyzes, and executes.