PlaneoAI is the governance plane for insurers and the companies
they cover. A conversational agent guides your
risk, procurement, and compliance teams through an AI assessment —
and turns the answers into a live dashboard with
your risk heat-map, compliance gaps, and the actions to fix them.
Do you use third-party AI models for claims triage?
Yes — only on low-severity motor claims.
Your AI Risk Heat-mapLive
3High
7Medium
12Low
The PlaneoAI solution
Innovation projects die in procurement.
We keep them alive.
A Chief Risk Officer should not have to buy software just to find
out what their AI risk looks like. Land on PlaneoAI, talk to the
agent, and walk away with a heat-map of your AI risk and a
shortlist of compliance gaps — in hours, not quarters.
01
Land & talk to Plana
Plana, your AI governance agent, asks plain-language questions
about your AI use, your vendors, and your business lines.
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02
See your risk
Get a live heat-map of your AI estate, mapped to the EU AI Act
risk classes and your insurance exposures.
→
03
Act on it
Receive a prioritised list of fixes, owners, and deadlines —
ready to share with the board, the regulator, or the underwriter.
Meet Plana
Your AI consultant for AI governance —
on call, 24/7.
Plana is the conversational agent at the heart of PlaneoAI. Think
of Plana as a senior consultant who has read every AI regulation
ever written, never sleeps, never sends an invoice, and never
forgets a deadline. Plana handles the heavy lifting so your CRO,
procurement, and innovation teams can focus on the business.
P
Plana
Your AI Governance Consultant
"I read the regulation so you don't have to. Tell me what your
business does, and I'll tell you what governance you need —
in plain English, with the next action ready to assign."
What Plana does for you:
↗Maps your AI to EU AI Act risk classes,
NIST AI RMF, and ISO 42001.
↗Builds your AI inventory — including the
shadow-AI tools nobody told IT about.
↗Translates legalese into plain-language
tasks with owners and deadlines.
↗Stays up to date with every new regulation,
guidance note, and case study.
↗Generates board-ready reports — the kind
your audit committee actually reads.
Strip away the jargon and AI governance is the answer to
four simple questions every company that uses
AI now has to answer — for regulators, customers, and its own
board.
1
What AI do we even use?
Knowing every AI tool, model, and vendor in your
company — including the ones business teams quietly
bought without telling IT.
Inventory
2
Is it allowed?
Making sure each AI use is compliant with the EU AI
Act, sector rules (insurance, finance, HR), and your
own corporate policies.
Compliance
3
Is it safe?
Spotting bias, data leaks, model drift, or risky
vendors before they turn into a customer complaint, a
newspaper headline, or a regulator's letter.
Risk
4
Can we prove it?
Keeping the evidence trail — decisions, approvals,
tests — that regulators, auditors, and your board will
eventually ask for.
Evidence
Plana asks the questions, you give the business context — and
PlaneoAI builds the answers, automatically.
Why PlaneoAI
Five reasons procurement says yes.
Most AI governance tools are generic. PlaneoAI is built on 15
years of insurance DNA and ships inside the Microsoft stack you
already trust.
Months of setup → minutes of clarity
A procurement or risk team lands on the website, is guided by
the smart agent through a conversational assessment, and sees
their risk heat-map and compliance gaps in hours, not
months.
Why it matters
Innovation projects die in procurement. Letting a CRO preview
what governance looks like for their organization removes the
buy-before-you-try friction.
Insurance-native, not generic
The platform understands an insurer is both a user of
AI (underwriting models, claims bots) and a
carrier of AI risk (insuring companies that use
AI).
Why it matters
Generic tools treat every industry the same. Our 15-year
insurance DNA means the agent asks the right questions: is this
model used in pricing? Is there a human-in-the-loop for claims?
Does this vendor have algorithmic-bias coverage?
Enterprise security, zero new vendors
As a Microsoft partner, PlaneoAI deploys inside your existing
Microsoft stack — Azure, Entra ID, M365. Data
never leaves your tenant, SSO is native, and InfoSec doesn't
need to onboard a new infrastructure vendor.
Why it matters
Insurance enterprises are notoriously slow at vendor onboarding.
A Microsoft-native security story shortens InfoSec review from
months to weeks.
A governance plane that grows with you
Modular by design. Start with the free assessment,
add the inventory module when shadow AI shows
up, layer on compliance as the EU AI Act
deadline approaches.
Why it matters
Budget holders hate rip-and-replace. A modular approach lets a
Chief Innovation Officer start small with one line of business,
prove ROI, and expand — without an all-in board commitment.
Self-sufficient non-technical teams
The smart agent translates regulatory jargon —
NIST AI RMF, EU AI Act risk classes, ISO 42001
— into plain-language action items for a Head of Underwriting
or Procurement Manager.
Why it matters
AI governance currently bottlenecks on the CTO's desk.
Democratizing the assessment frees up technical teams and
accelerates decisions across the business.
Ready to see your AI risk?
Try the conversational assessment. No procurement call required.
PlaneoAI is the AI-governance product from
Pregiotek, an IT consultancy that has spent more than a
decade modernizing the systems that insurers, banks, and HR
organizations actually run on. We don't theorize about
regulated industries — we ship in them.
15+Years in insurance & finance
3Regulated sectors served
M365Microsoft partner stack
EU AIAct-ready by design
Insurance & Finance
Years of leading complex migrations and integrations for
carriers, brokers, and financial institutions — from
underwriting platforms to claims and policy admin.
Microsoft-native delivery
Azure, Entra ID, and M365 are home turf. Every PlaneoAI
module is engineered to live inside your tenant with native
SSO and zero data exfiltration.
Modernization, not rip-and-replace
Our SDA framework — Strategy, Delivery, Architecture
— is the same playbook we use to retire legacy systems
without breaking the business that depends on them.
Plain-language governance
We translate regulation into work. Our consultants and the
PlaneoAI agent both speak the same language: action items,
owners, and deadlines — not legalese.
A few of the organizations Pregiotek has delivered for
For the AI Liability Award jury & early customers
See your AI risk in an afternoon.
Start with a guided conversation. Walk away with a risk
heat-map, a compliance-gap shortlist, and a Microsoft-native
deployment path — no procurement detour required.