The Renewal Checklist

14 things your carrier may ask about AI

More than 60% of lawyers professional liability carriers now ask AI questions at renewal, and CNA has sent supplemental AI questionnaires since 2025 covering tools, policy, training, verification and incident response. That figure is from a 2026 EPIC carrier survey reported in specialty insurance trade press, current to May 2026. Ask your broker what your carrier is asking this cycle.

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Tick only what you could evidence today.

1. 1A written AI acceptable-use policy with a version number and an approval date
2. 2An acknowledgement register: who signed, on what date, against which version
3. 3An enumerated tool list by named product and permission tier, not by category
4. 4AI features already switched on inside software the firm owns: practice management, email, PDF
5. 5Individually expensed AI subscriptions nobody approved
6. 6For each tool, whether the vendor's terms permit training on your inputs
7. 7Where each vendor processes data, and how long it retains it
8. 8One named person with authority to switch a tool off
9. 9The verification step for work product containing legal authority: who performs it, against what
10. 10Whether the verifier may be the drafter
11. 11One completed verification record, on a real matter, you could hand an underwriter
12. 12Which matter types require client consent before client information enters a self-learning tool
13. 13Dated AI training sessions with a sign-in sheet
14. 14An incident response plan naming AI scenarios, plus a near-miss log with a date on it

What we will not do

Write a policy describing a firm that does not exist. A generic document with your letterhead asserts practices you do not have, and the gap becomes the story.