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Understand Data Security, Privacy & Activity Logs

Updated October 2026•3 min read•For: Broker Admins & Compliance Officers
verifiedQuick Summary
Your agency’s clients, policies, and certificates are isolated inside your dedicated brokerage workspace using database row-level security and encrypted Google Cloud Storage. Your policy documents are never used to train public AI models, and every action is recorded in a tamper-evident Activity Log for E&O compliance.
In this article

1. Agency Data Isolation & Cloud Encryption

Insure Assist AI is built on Google Cloud Platform with strict multi-layered safeguards for independent insurance brokerages:

  • Strict Tenant Isolation: Every database query and cloud storage path is scoped to your authenticated brokerage ID so agency books of business remain strictly separated.
  • Encryption in Transit & at Rest: All policy PDFs, ACORD certificates, and signatures are encrypted via TLS 1.3 in transit and AES-256 at rest.
  • Authenticated Document Access: Policy and certificate PDFs are streamed over authenticated sessions: never exposed on public URLs.

2. Zero Public AI Model Training Guarantee

Your carrier packets, insured schedules, and certificate holder directories remain 100% your agency’s property. Document processing runs exclusively on enterprise Google Cloud Vertex AI infrastructure under strict zero-training agreements.

3. Review System-Wide Audit Logs & Event Ledgers

Every consequential action in your workspace—from approving a policy for ACME Contractors, LLC to running a Becky CoPilot lookup or generating an ACORD certificate for Apex General Contractors, Inc.—is recorded in a chronological, immutable event ledger:

  1. Open Audit Logs (under Settings) to view the System-Wide Audit Logs console (or open the Activity tab inside any client workspace).
  2. Filter the Event Ledger by Search Content, Action Type (such as POLICY_APPROVED, COI_GENERATED, EMAIL_DISPATCHED, or BECKY_COPILOT_TURN), and Date Range, then click Apply Filters.
  3. Click any row in the ledger to expand its Payload Details JSON, actor attribution, AI model metadata, and credit usage.
System-Wide Audit Logs: Event Ledger & Expandable Payload Details: The System-Wide Audit Logs console showing the Event Ledger filter bar (Search Content, Action Type, Date Range, Apply Filters) and expandable audit rows with Actor attribution, Action badges, and JSON Payload Details.
Figure 1: System-Wide Audit Logs: Event Ledger & Expandable Payload Details

Frequently Asked Questions

Never. All AI extraction runs through private enterprise Google Cloud Vertex AI endpoints with zero data retention and zero model training. Another brokerage can never search, view, or access your clients or documents.

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