Consumer Protection

Is AI Making Your Life Insurance Decisions? Here's What You Need to Know

Life insurance companies are using AI to approve applications and set rates. Find out how this affects you, what to watch out for, and how to make sure you're getting fair treatment.

Joseph Santos

Joseph Santos

CEO, LegacyCore

June 8, 2025
8 min
... views
AI in InsuranceFair TreatmentApplication ProcessConsumer Rights

Is AI Making Your Life Insurance Decisions? Here's What You Need to Know


If you've applied for life insurance recently, there's a good chance that artificial intelligence helped decide whether you got approved and how much you pay. **89% of life insurance companies now use AI** to evaluate applications (LIMRA Technology Survey, 2024), and this technology is making decisions faster than ever before.


But here's what most people don't know: **You have the right to understand how these decisions are made**, and there are ways to make sure you're being treated fairly.


How AI Is Actually Being Used in Life Insurance


What AI Does During Your Application


When you apply for life insurance, AI systems are working behind the scenes to:


Instantly check your information:

  • Verify your identity and personal details
  • Cross-reference your medical history with prescription databases
  • Check your driving record and credit score
  • Look up public records and social media (yes, really)

  • Predict your risk level:

  • Estimate how likely you are to file a claim
  • Calculate your life expectancy based on health data
  • Determine if you need a medical exam or can be approved instantly
  • Set your premium rates based on hundreds of factors

  • Speed up decisions:

  • What used to take weeks now happens in minutes
  • Some healthy applicants get approved instantly
  • Automated systems can flag applications that need human review

  • The Good News About AI in Life Insurance


    Benefits for you:

  • Faster approvals: Get coverage in days instead of weeks
  • More accurate pricing: Pay rates that actually match your risk level
  • Fewer medical exams: Healthy people often don't need blood tests or physicals
  • 24/7 processing: Apply anytime and get immediate feedback
  • Consistent decisions: Less chance of human bias affecting your application

  • What You Should Be Concerned About


    When AI Might Work Against You


    Potential problems to watch for:

  • Data errors: If there's wrong information in your credit report or medical records, AI might use it against you
  • Bias in algorithms: AI systems can inadvertently discriminate against certain groups
  • Lack of context: AI might not understand special circumstances in your situation
  • No human judgment: Complex cases might need human review that AI can't provide

  • Real Examples of AI Problems


    Credit score confusion:

  • AI sees a low credit score and assumes you're high-risk
  • But maybe you had medical bills that hurt your credit temporarily
  • A human might understand this context; AI might not

  • Medical history misinterpretation:

  • AI sees you filled a prescription for anxiety medication
  • It might flag you as high-risk for mental health issues
  • But maybe it was just temporary stress from a job change

  • Geographic bias:

  • AI might charge higher rates based on your zip code
  • This could unfairly penalize people in certain neighborhoods
  • Even if individual risk factors don't justify higher rates

  • How to Protect Yourself When AI Makes Decisions About Your Life Insurance


    Questions You Should Ask Every Life Insurance Company


    When you apply for life insurance, here are the key questions to ask:


    About their AI systems:

  • "Do you use AI to evaluate applications?"
  • "Can you explain why my application was denied/approved?"
  • "What factors did the AI consider when setting my rate?"
  • "Can a human review my application if I disagree with the AI decision?"
  • "How do you ensure your AI isn't biased against certain groups?"

  • About your data:

  • "What information sources do you check besides my application?"
  • "Can I see what data you have about me?"
  • "How can I correct errors in my information?"
  • "Do you check my social media accounts?"
  • "How long do you keep my personal information?"

  • Red Flags That Should Make You Worried


    Warning signs of unfair AI practices:

  • Company won't explain why you were denied
  • They can't tell you what factors affected your rate
  • No human is available to review AI decisions
  • They refuse to correct obvious data errors
  • Rates seem way out of line with other companies
  • No clear appeals process for AI decisions

  • What Good AI Transparency Looks Like


    Companies that do AI right will:


    Show you exactly why you got your rate:

    "Your monthly premium is $45 because:

  • Your age (32): Base rate $40
  • Non-smoker: -$8 discount
  • Excellent health: -$5 discount
  • Good credit score: -$3 discount
  • Lives in safe area: -$2 discount
  • Total: $45/month"

  • Explain their confidence level:

    "We're 94% confident this rate is accurate based on your profile. If your health changes significantly, your rate may be adjusted."


    Give you control:

    "You can request human review of any AI decision. You can also see and correct the data we used to make this decision."


    Your Rights When AI Makes Life Insurance Decisions


    What the Law Says About AI and Your Rights


    You have legal rights when AI is used in insurance decisions:


    Right to know AI is being used:

  • Companies must tell you if AI helps make decisions about your application
  • They should explain what the AI looks at when evaluating you
  • You can ask for this information before you apply

  • Right to human review:

  • If AI denies your application, you can usually request human review
  • A real person should look at your case and the AI's reasoning
  • This review should consider factors the AI might have missed

  • Right to correct errors:

  • If the AI used wrong information about you, you can demand corrections
  • Companies must fix errors and reconsider their decision
  • You shouldn't be penalized for data mistakes you didn't make

  • How to Appeal an AI Decision


    If you think AI treated you unfairly:


    Step 1: Ask for an explanation

  • Request a detailed breakdown of why you were denied or got high rates
  • Ask which factors had the biggest impact on the decision
  • Get this in writing so you can review it carefully

  • Step 2: Check the data

  • Verify all information the AI used is correct
  • Look for errors in your credit report, medical records, or driving history
  • Dispute any incorrect information with the appropriate agencies

  • Step 3: Request human review

  • Ask for a human underwriter to review your case
  • Provide context that the AI might not understand
  • Explain any special circumstances in your situation

  • Step 4: Consider other options

  • Apply with different companies that might evaluate you differently
  • Work with an independent agent who knows which companies are more lenient
  • Consider different types of life insurance that might be easier to qualify for

  • The Bottom Line: You're Still in Control


    While AI is increasingly making life insurance decisions, **you still have significant rights and options**. The key is to:


  • Stay informed** about how AI affects your applications
  • Exercise your rights** to explanations and appeals
  • Shop around** because different AI systems will treat you differently
  • Keep your data clean** so AI has accurate information to work with

  • Remember: AI is a tool to help insurance companies make decisions faster and more consistently. When it works well, it can actually make the process fairer and more affordable for most people. The important thing is making sure you understand how it works and that you're being treated fairly in the process.


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    Sources:

  • LIMRA. (2024). *Technology Survey: AI Adoption in Life Insurance*. Retrieved June 2025
  • National Association of Insurance Commissioners. (2024). *AI Governance in Insurance Guidelines*. Retrieved June 2025
  • Federal Trade Commission. (2024). *Algorithmic Accountability in Financial Services*. Retrieved June 2025
  • Consumer Financial Protection Bureau. (2024). *AI and Consumer Rights in Insurance*. Retrieved June 2025

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    Joseph Santos

    Joseph Santos

    CEO & Founder, LegacyCore

    Joseph Santos is leading LegacyCore's mission to revolutionize insurance with AI-powered voice technology, real-time analytics, and mobile-first solutions. With extensive experience in insurance innovation and digital transformation, Joseph has helped over 150 insurance agencies achieve unprecedented growth through AI-driven customer engagement strategies.