Turn your org profile into risk and insurance documents
The Risk Management app includes AI helpers that draft risk and insurance documents from the organization profile you already entered. You review and edit everything before it is used.
How AI Automations Work
Open the AI Automations tab in the app. Most automations need nothing more than your saved Organization Details (size, activities, current insurance); a few ask for one or two specifics like an event or vendor name. Each returns a draft in an editor where you can change anything before you use it.
To use the automations you need to be signed in to your Build Your Club account (the Google sign-in, on the app or at the member portal, app.buildyourclub.com, which lists all your apps). Drafts are grounded only in the details you provide; where a specific is unknown, the AI leaves a clear placeholder in [brackets].
These drafts are educational starting points, not legal or insurance advice. Confirm coverage with a licensed broker and consult an attorney before relying on any document.
The Four Plan Tiers
Each automation carries a colored plan label showing which subscription it will belong to after the beta. During the beta, every automation is free for everyone regardless of its label.
Included
Core helpers that come with every plan.
Autopilot
Everyday drafting, like plans and briefs.
Autopilot Pro
Analysis that reads your whole risk profile.
Autopilot Max
The most advanced automations (more coming).
Pricing and plan details live on the pricing page. Labels are provisional and may change before launch.
Board Risk Report Autopilot Pro
Summarizes your overall risk posture, top exposures, and insurance status into a concise memo the board can read in a few minutes.
What you provide
- Your saved organization profile
- Any recent risk events or concerns (optional)
What you get
A memo with a summary, top risks, insurance status, recommendations, and a clear "for the board's attention" section.
Certificate of Insurance (COI) Request Included
A short, polite letter requesting a Certificate of Insurance from a vendor, contractor, or partner.
What you provide
- The recipient, and optionally the reason/project, deadline, and who signs it
What you get
A letter explaining what COI to send (for example General Liability naming your organization as additional insured, with limits and policy period) and how and by when to return it. Sendable.
Crisis / Incident Response Plan Autopilot
Drafts a crisis management plan tailored to the crises your organization could realistically face.
What you provide
- Your saved organization profile
What you get
A plan covering purpose, crisis team and roles, scenarios and responses, a communication plan, an immediate-steps checklist, and recovery and review.
Event / Activity Risk Assessment Autopilot
A risk assessment for one specific event or program, with the precautions and coverage it needs.
What you provide
- The event or activity name, and optional details (location, size, activities)
What you get
An overview, key risks, precautions and controls, the insurance and waivers likely needed, and a day-of checklist.
Insurance Coverage Gap Analysis Autopilot Pro
Compares the coverage you have now against what is typically recommended for an organization with your size and activities, and flags gaps.
What you provide
- Your saved organization profile, including current insurance
What you get
A snapshot, the coverage you have, recommended coverage for your profile, the gaps and under-insured areas, and suggested next steps. This is general guidance, not insurance advice; confirm with a licensed broker.
Insurance Renewal Broker Brief Autopilot
Compiles your profile, exposures, and current coverage into a brief you can send your broker before a renewal or when shopping for coverage.
What you provide
- Your saved organization profile, and optional renewal goals or concerns
What you get
An organization snapshot, your activities and exposures, current coverage, what you want to discuss, and good questions to ask your broker. Sendable.
Risk Register Builder Autopilot Pro
Auto-builds a scored risk register from your organization profile, the foundation of enterprise risk management.
What you provide
- Your saved organization profile
What you get
An overview plus a risk register listing each risk with its category, likelihood, impact, a mitigation, and a suggested owner, followed by your top priorities and a review cadence.
Risk Management Plan Compiler Autopilot Max
Compiles everything this app knows about your organization into one complete Risk Management Plan you can adopt and put in front of the board.
What you provide
- Your saved organization profile and document progress (pulled automatically; the card shows what was found)
- Coverage details and limits (optional)
- Assessment or audit notes (optional)
What you get
A full plan with an executive summary, a risk register (each risk scored for likelihood and impact with a mitigation and an owner), an insurance coverage summary with gaps, an emergency and crisis readiness section, and a prioritized action plan. Where your records are thin, the plan inserts [Fill in] placeholders rather than inventing details. Educational guidance, not legal or insurance advice.
Vendor / Contractor Risk Review Autopilot
A due-diligence review and checklist for a vendor or contractor before you work with them.
What you provide
- The vendor or contractor name, and optionally the service they provide
What you get
A vendor overview, a due-diligence checklist, the insurance and documents to request, red flags to watch for, and a recommendation.
Saving, Printing, and Emailing
Every draft opens in an editor with the same actions: Copy, Text (.txt), Print, Word (.docx), and Email to one or more recipients. Word exports use the letterhead, footer, and signature you set under Document Branding.
Set your Organization Details and Document Branding first. The more complete your profile, the more specific every risk and insurance draft will be.
Questions or feedback? Email support@buildyourclub.com. Back to the Risk Management app or the full user guide.