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Apply it at the freight desk

Start Here: Use AI for drafts and summaries, not approvals

Verify AI output against the source

Build a human-review checkpoint into the workflow

Case: AI missed an expired certificate

Practice: review a generated status update

Pressure test: sensitive data and confident errors

Scenario practice: correct an unsupported claim

Real-world rep: verify before sending

Mastery check: keep a human accountable

Quick check: choose an appropriate AI task

AI use and human review checklist

Use AI to accelerate low-risk drafting and summarizing while keeping human approval over money, carriers, contracts, and customer promises.

Phase 4.9: Use AI Tools Safely in a Brokerage

<div class="simple-box-wrapper"> <div class="simple-box"> <div class="column"> <h3>Description</h3> <div class="ck-horizontal-line"><hr></div> <p>I'm a paragraph. Click to start writing that will inform, inspire, or encourage your community. We know you have so many things to share with the world. Happy editing!</p> </div> </div> </div>