WHITE PAPERS

Ensuring Data Security for Benefits Brokerages in the Age of AI

About this Whitepaper

September 29, 2025

In the pursuit of streamlining operations, improving client interactions, and overcoming seasonality challenges, brokers have turned to consumer-grade Artificial Intelligence (AI) models such as OpenAI’s ChatGPT or Google’s Bard.

These tools offer quick solutions, but risk compromising data security because they are not intended to handle sensitive or confidential information.

Learn more about the need for and benefits of Enterprise-grade AI solutions in this Whitepaper from PlanYear.

WHITE PAPERS

Ensuring Data Security for Benefits Brokerages in the Age of AI

About this Whitepaper

September 29, 2025
Molly Presson

In the pursuit of streamlining operations, improving client interactions, and overcoming seasonality challenges, brokers have turned to consumer-grade Artificial Intelligence (AI) models such as OpenAI’s ChatGPT or Google’s Bard.

These tools offer quick solutions, but risk compromising data security because they are not intended to handle sensitive or confidential information.

Learn more about the need for and benefits of Enterprise-grade AI solutions in this Whitepaper from PlanYear.

WHITE PAPERS

Ensuring Data Security for Benefits Brokerages in the Age of AI

About this Whitepaper

September 29, 2025

In the pursuit of streamlining operations, improving client interactions, and overcoming seasonality challenges, brokers have turned to consumer-grade Artificial Intelligence (AI) models such as OpenAI’s ChatGPT or Google’s Bard.

These tools offer quick solutions, but risk compromising data security because they are not intended to handle sensitive or confidential information.

Learn more about the need for and benefits of Enterprise-grade AI solutions in this Whitepaper from PlanYear.