Real-time data protection for the modern endpoint
Protect policyholder data, actuarial models, and the underwriting methodology your advantage depends on.
Bold runs AI on the device to classify data by meaning and stop risky actions before data leaves.
Why the endpoint
In the AI era, more and more work happens directly on the device. Especially underwriting and claims work.
Claims files get downloaded, models get reworked, and books of business move between partners, and that is where exposure becomes real.
An underwriter pastes pricing logic into a public AI tool to sanity-check it.
An adjuster downloads a book of claims files to work through offline.
A broker emails a policyholder list to the wrong contact at an MGA.
An actuary leaves for a competitor with pricing models already copied.
The endpoint is the one layer where data sensitivity, intention, and the action itself come together.
Controlling risk there is what makes prevention possible before an incident becomes a reportable event.
Where Bold fits
Bold runs alongside the security investments you already have and reaches the data risk those tools cannot.
What Bold delivers
Accidental exposure, insider misuse, and email misdelivery stop at the moment of action, not after.
Downloaded claims files, local model copies, and exported books of business are found, classified, and protected where they sit.
Policyholder records, claims files, actuarial models, underwriting methodology, and reinsurance structures, classified by meaning, not pattern matching.
No file content is sent anywhere, so regulated policyholder data is never exposed to a third-party cloud in order to be classified.
Evidence is encrypted and stored in your own cloud tenant. Your keys, your access.
Behavioral history, data interaction detail, and lineage arrive already attached to the incident.
Bold distinguishes a corporate account from a personal one inside the same approved AI tool, on the desktop.
How Bold works
Bold runs AI locally to understand data, analyze intention, and prevent risk in real time.
See every claims file and model
Bold lives on the endpoint and sees everything: every channel, every app, every claims file, every underwriting workflow. No API gaps, no blind spots, including the desktop apps network tools cannot see.
Know what the file is and why it's moving
Bold's AI classifies data by meaning and reads the intention behind every action: whether a file is a working pricing model or a published rate filing, where it came from, who is moving it, their role, and their risk profile.
Stop the book of business before it leaves
Bold acts in real time, redirecting a policyholder list headed for a personal account or blocking a book of business on its way to an unmanaged AI tool. Most risk is stopped before it ever becomes an alert to triage.
Investigate without rebuilding the story
When something does need review, Bold has the full picture: what the data was, who moved it, where it went. Investigations that took days close in minutes.
Built for regulated insurance environments
Even in tightly controlled insurance environments, risk still appears at the moment of action:
Policyholder and claims data accessed or shared locally
Approved tools used in ways policy cannot anticipate
New AI tools adopted before security teams hear about them
Exception users operating with elevated or deviated access
Underwriters and adjusters working with external partners
Misaddressed emails sent under time pressure.
The outcome
Bold prevents the most common and most consequential forms of exposure at the moment they happen, gives insider risk investigations the data context they have been missing, and protects policyholder data and proprietary risk intelligence at rest and in motion on every device. Control improves without a cost to performance, privacy, or the controls you already run.
One platform, three use cases
Endpoint DLP
AI Usage Control
Endpoint Insider Risk
