MyBrokerAI
FAQ

Questions, answered.

The objections we hear most, and straight answers to each.

  • Your privacy policy still has to say how you use AI for your clients. The aggregator can't do that for you because it's not their client relationship. We give you the instance and the log. You write the disclosure.

  • You might not use it yet. But if you're curious, or if a client asks, or if a competitor down the road starts using it — you'll want to know what it looks like when it's done privately. That's what the demo is for.

  • Those are workflow tools. They help you do the work. This is a private document Q&A workspace — you upload your own client documents and ask questions with citations. Different job. If you're happy with your workflow tools, keep them. This sits alongside.

  • Your documents stay on your own dedicated instance. Encrypted. Logged. Not shared. The short version: it's yours.

  • The demo is twenty minutes. The first month is month-to-month after that. And the setup fee is refundable for 30 days from go-live if it hasn't saved your team time. We've made it hard to lose.

  • Yes. On cancellation, the instance is snapshotted and held for six months at no charge. Offline, no billing. Reactivate when you're ready. The IP may change; your documents won't.

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