Scans insurance email content for UCSPA/NAIC violations: unauthorized promises, missing disclaimers, material omissions. Cites state code. Note: Email body is analyzed by AI; PII redaction applied automatically per organizational policies.

How it works 3 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (3 steps)

■ should_skip_ai any

Check if any of the conditions are true

■ compliance_analysis ?

skip: step.should_skip_ai equal true

■ compliance_checklist to_checklist

Format results as an actionable checklist

Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

enable ai toggle = on

state ucspa code text = CA