June 1, 2026 (in 3 days): New York: 22 NYCRR Part 161 takes effect, system-wide AI policy for all UCS courts

Carrier-Renewal Packet

The 2025-2026 LPL market split in two directions at once. On one side, carriers started filing AI exclusion endorsements: Hamilton Insurance Group has a Generative AI exclusion on professional liability; W.R. Berkley filed an Absolute AI Exclusion (form PC 51380) on management-liability lines; broker reporting in the Vanguard Specialty memo, the L Squared Insurance Agency blog, and WTW's Insurance Marketplace Realities 2026 documents at least seven independent confirmations of unnamed LPL programs filing AI exclusions through bifurcated, mostly unannounced renewals. On the other side, Lloyd's syndicate Chaucer with Armilla launched affirmative AI liability cover in April 2025 and expanded it to bundled Vanguard AI in February 2026; Counterpart added affirmative AI cover to Miscellaneous Professional Liability in November 2025. Firms documenting their AI governance enter renewal positioned for either direction. Firms that aren't, aren't.

The packet is every artifact a 5 to 50 attorney firm should produce for the malpractice renewal cycle, bundled and pre-customized so a managing partner can hand it to the firm administrator and check the questionnaire box without rebuilding the binder. The same artifacts answer questions on both an LPL renewal application AND a dedicated affirmative-AI-cover application: one set of documentation, two-sided coverage protection. See AI liability insurance for the firm-side primer (named exclusion-filing and affirmative-cover carriers, seven questions to put to your underwriter at renewal), and carrier renewal documentation for the full carrier activity snapshot, public-filing references, and the Lloyd's affirmative-cover landscape.

In development. Reserve below to be notified when the packet ships. The free resource library covers the same artifacts unbundled if you need the documentation today.

Three tiers

Each tier includes the nine documentation artifacts every renewal binder should contain, pre-customized with state annexes for the firm's primary jurisdiction (CA, FL, NY, TX, IL on launch). Always Current update subscription is bundled with every tier for the first 12 months.

Templates

$499

Nine fillable Word templates plus a state-specific annex. Walks one managing partner through the Policy Design Framework in writing. No live calls.

  • Nine fillable Word templates
  • One state annex (firm's primary state)
  • Policy Design Framework workbook
  • Single-zip download
  • 12 months Always Current updates included
Reserve

Founding-customer pricing: first 5 firms at $4,999

Firm-Implemented

$5,999

Templates with Review plus the firm-side rollout: drafted firm-specific Policy with all 15 design decisions captured, vendor file built for the AI tools the firm currently uses, training deck for staff acknowledgment, and a signed Audit Report ready for carrier submission.

  • Everything in Templates with Review
  • Drafted firm-specific Policy
  • Vendor file for current AI tools
  • Staff training deck
  • Signed Audit Report
  • 12 months Always Current Plus + 1 review call included
Reserve

Multi-state firm or need implementation hand-holding? Get a quote.

Subscription renews at $249 per year (Always Current) or $599 per year (Always Current Plus) after the first 12 months. Opt-in renewal, no auto-charge. Cancel anytime by not opting in.

The nine artifacts every tier includes

The artifacts a firm should produce for the malpractice-renewal cycle. The carrier renewal documentation page covers the underlying carrier activity in full.

Reserve your copy

Reserve below to be notified when the packet ships. Founding-customer slots ($4,999 instead of $5,999) are released to Firm-Implemented reservers first; tier selection prefills if you reached this form by clicking a Reserve button above.

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Common questions

When does the packet ship?

Active development. No published date yet. Reservers on the monthly update list are the first audience when it ships.

Can I get the artifacts now?

Yes. The free resource library has every artifact in the packet as standalone templates. The packet's value is in the bundling, the state annex, and the higher tiers' review and implementation services. If you need the documentation for a renewal in the next 60 days, work from the free library directly.

What's a "state annex"?

Per-state language addressing the bar opinion or guidance most relevant to that state, the key Rules of Professional Conduct citations, and any state-specific carrier behavior. The State Tracker shows the per-state research that feeds each annex.

Need ongoing implementation rather than templates?

The packet ships documentation. If your firm needs done-for-you implementation, vendor interviews, live training rollout, and carrier-submission prep, see the Consulting page.

Is this legal advice?

No. This is a compliance documentation tool sold to licensed attorneys. Strategic and rule-application calls belong to the firm's attorneys.