Privacy and file handling
This summary explains the default file handling posture for public free workspaces and Professional workspaces. Enterprise agreements may define additional commitments.
Broker source documents
Advanced Underwriters stores uploaded broker source documents so the application can parse, review, and preserve evidence for the analysis. Upload only documents you are authorized to process for that client or renewal.
Sensitive-data retention
During public free workspace use, sensitive uploaded source documents are retained for up to 30 days unless a workspace owner asks us to delete them sooner or a separate agreement says otherwise.
Default external AI posture
In the default Verified Source Review path, raw uploaded source documents are not sent to external AI providers. The product uses deterministic parsing and source review flows unless a future feature explicitly states otherwise.
Account and deletion contact
For support, account access, workspace deletion, or source-file deletion requests, contact [email protected]. Include the workspace name and the email address used to access the workspace.
Security and compliance commitments
We do not make unsupported claims about formal security attestations, regulated health-data programs, browser-to-recipient encryption, dedicated hosting, isolated-model processing, or files staying entirely within a customer-controlled environment. Any such commitment must be published by Advanced Underwriters or included in a signed agreement.