At First Pillar Legacy, we use AI-powered assistants to help our team respond faster and provide a better experience. When you interact with us — whether you came through one of our partner brands or directly — you may communicate with an AI assistant before, during, or after your relationship with your field underwriter. This page explains exactly what our AI can and cannot do, and your rights at every step.
Our AI Agents
| Name | What It Does | How You'll Interact |
|---|---|---|
| Aria | Schedules appointments, sends reminders, follows up after calls, and helps connect you with your assigned field underwriter | SMS text messages |
Additional AI agents may be added over time. This page will be updated accordingly.
What Our AI Agents Can and Cannot Do
They can:
- Schedule and confirm appointments on behalf of your field underwriter
- Send reminders about upcoming calls and policy milestones
- Answer general questions about our process
- Follow up after your call to make sure everything went smoothly
- Provide links to educational resources
- Update your contact preferences
They cannot:
- Quote insurance prices or premiums
- Ask about your medical history or health conditions
- Make promises about coverage, approval, or payouts
- Bind any insurance policy or make contractual commitments
- Process payments or collect financial information via text
Your Rights
- Opt out anytime: Reply STOP to any text message to stop receiving messages immediately. No questions asked.
- Talk to a human: At any point, you can ask to speak directly with your assigned field underwriter. Just text "rep" or ask to be connected.
- Ask if it's AI: If you're ever unsure whether you're communicating with a person or an AI assistant, just ask. We'll always be honest.
Contact
If you have questions about our use of AI or want to reach a human directly:
Email: info@firstpillarlegacy.com
Website: firstpillarlegacy.com/contact
Entity Information
First Pillar Legacy — Licensed insurance agency. NPN 22182686. Licensed in all 50 states.
Calls and text messages are sent by First Pillar Legacy only, to consumers who requested contact on firstpillarlegacy.com. Consent is never accepted from, or transferred to, another company.