How We Use AI (Lucy) and Keep a Licensed Human in the Loop

Licensing & Compliance · InsureToday24 (BNW Services LLC), a licensed independent agency across MO, KS, NE, TN, OK, AR & CO.

# How We Use AI (Lucy) and Keep a Licensed Human in the Loop

BNW Services LLC (dba InsureToday24) uses an AI receptionist named Lucy to answer calls and texts around the clock. We think that's genuinely useful — you can start an insurance request at 11 p.m. on a Sunday instead of waiting for business hours. But using AI in insurance comes with a responsibility to be honest about what it is and where the lines are. This page lays that out plainly: what Lucy does, what she deliberately does not do, and how a licensed human stays in charge of anything that affects your coverage.

We Tell You When You're Talking to AI

First principle: no pretending. Lucy is an AI receptionist, and she'll make that clear. You're not being tricked into thinking a bot is a licensed agent. Being upfront about automated interaction is both the right thing to do and consistent with how we handle contact and consent, described in How We Handle Consent to Call and Text You.

What Lucy Does

Lucy handles the front-desk work that usually eats up your time:

For the full picture of her front-desk role, see How to Reach Us — and What Lucy, Our AI Receptionist, Can Do.

What Lucy Does *Not* Do

This is the important part. Lucy does not:

Those steps require a licensed human, every time.

The Human-in-the-Loop Rule

Here's the guardrail that matters most: anything that affects your actual coverage is reviewed and handled by a licensed BNW agent. Lucy is the front desk, not the decision-maker. When you're ready to buy, change, or claim, a licensed person takes over. This isn't a marketing line — it's how licensing works. Only a licensed producer can legally solicit, bind, and advise on coverage, and we keep it that way. To understand the standards those humans are held to, see Continuing Education and Agent Conduct Standards.

How We Protect the Information You Share with Lucy

When you talk to Lucy, you may share personal details to get help. We treat that information the same way we treat everything else you give us — confidentially, used only to serve your insurance needs, and protected consistent with federal privacy rules for financial institutions and applicable state law. The full explanation lives in How We Protect Your Personal Information.

Why We Built It This Way

We could have hidden the AI or let it overreach. We chose the opposite: be honest that it's AI, keep it to front-desk tasks, and put a licensed human on every real decision. That's better for you — faster access when you need it, real expertise when it counts — and it keeps us squarely inside the licensing rules that protect consumers. Responsible AI in insurance isn't about replacing the agent; it's about making the agent easier to reach.

Have a question Lucy can't answer, or want a licensed human right away? Just ask her to connect you, or call (573) 594-5148. Start any time at insuretoday24.com.

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