Free worksheet · Lead magnet
Could you list every AI tool that touched a client file this quarter?
Most agencies carry the answer in their head, not on paper. An E&O renewal application can ask cold. Get the printable inventory — tool, vendor, what it touches, whether a person reviews the output, and who owns the vendor relationship.
- Printable PDF — two pages, agency header + blank grid for eight tools
- What counts — raters, drafting assistants, coverage summaries, chat — not only chatbots
- One owner — so the list does not go stale when a producer adopts a tool
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What's inside
- Page 1
- How to use the inventory, what counts as an AI tool, header fields (agency, owner, dates), and the seven columns defined.
- Page 2
- A blank eight-row grid ready to print or fill. Add sheets if you need more rows.
- Also
- A CSV companion for digital fill, same columns, once the page is live under
/downloads/.
Why this exists
Comparative raters, drafting assistants and AI-generated coverage summaries all touch the file the same way a chatbot does. The inventory replaces nothing in how your agency uses AI today — it makes the use visible before a renewal form asks you to reconstruct it from memory.
This is authored editorial practice from The Renewal Report, not a survey of E&O application language and not legal advice. Full argument, sources and tier: Build an AI tool inventory before your E&O renewal asks for one.
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