You supervise every communication. Including the AI's.
The carrier conversation has changed. In EPIC’s 2026 survey of lawyers’ professional liability insurers, a majority of responding carriers reported seeing claims involving AI use, and most malpractice carriers now ask about AI at intake or renewal. Willis Towers Watson’s 2026 outlook describes the same structural shift: affirmative coverage increasingly conditioned on documented AI governance.
If your registered investment adviser runs scheduling assistants, front-desk AI, and website chat that talks to clients and prospects, the question at renewal is no longer whether you use AI — it’s whether you can document how it’s governed.
- An assistant that characterizes a strategy or an account type has crossed into advice.
- Overstating what your technology does is a representation-accuracy problem.
- A caller asking to move money must always reach a human with verification.
A date-ranged, hash-stamped governance report generated from an append-only record: which AI touches client communications, the supervision rules it is held to (administrative lane, no recommendations, no money movement), the record of what it said, and the exceptions you caught and resolved.
Generated on demand from Settings → Governance. Every generation is itself ledgered — the pack has chain of custody.
Running in minutes, not quarters.
Paste one URL into your agent platform — or auto-forward its summary emails — and Anzuna starts keeping the record. A starter rulebook written for registered investment advisers loads at onboarding (10 sections: scheduling and administrative lane only, no investment recommendations, no money movement instructions, and more), written as a starting point — review it with your compliance advisor.
The Practice plan — $499/month flat, unlimited agents — includes the Evidence Pack, the vertical rulebook, and governance exports.
Full features · no card · we work for the business being represented, no one else