New noteWhat changes on January 1, 2027
Solidare AI — Technology built on solidarity

Industries · Administrators, trustees, plan professionals and participant-services staff.

Benefit funds & fund offices

Participant data, claims and eligibility carry fiduciary duty and, for health plans, HIPAA. A board needs a record that the questions were asked before AI touched any of it.

What you hold

  • Participant demographics and eligibility
  • Claims, appeals and protected health information
  • Employer remittances and hours
  • Pension calculations and statements
  • Vendor contracts and plan documents

What keeps you up at night

  • Protected health information in tools that are not business associates
  • AI-flagged claims with no human review on the record
  • Participant chat assistants answering from the wrong plan document
  • Three-year costs that scale with use and were never modeled
  • A vendor decision with no minutes behind it

Where AI helps first

  • Remittance reconciliation agents that sort and flag; a person resolves
  • Plan-document assistant for participant-services staff, source shown
  • Plain-language benefit explanations drafted for review
  • Trustee briefings, the six fiduciary questions and a board AI resolution
  • Vendor questionnaires and scorecards before the vote

How we usually start

Three ways in for benefit funds.

012–3 weeks

AI Readiness Review

Interviews with the people who do the work, a review across six areas (strategy, data, people, security, governance, workflow), and a written read on what's safe to start now.

  • A readiness scorecard across the six areas
  • Ranked list of use cases by hours saved and risk carried
  • One-page brief for your board, trustees or leadership
What you get →
033–4 weeks

Privacy & Security Review

Find where data is already flowing into AI tools, review who handles it, and fix the biggest exposures first.

  • Data map and shadow-AI inventory
  • Vendor data-handling review with scorecards
  • Private-versus-public decision by class of data
What you get →
06Ongoing

Managed AI Partnership

We keep what's running healthy, keep the rules current as AI and the law change, and sit in as your technology voice when decisions come up.

  • Monitoring and tuning of what we built
  • Policy and vendor updates as laws and tools change
  • Quarterly review with leadership, trustees or the board
What you get →

Reading for benefit funds

Benefit funds · June 16, 2026

What trustees should ask before a fund touches AI

A fiduciary does not need to understand the model. A fiduciary needs a record showing the questions were asked and answered. Here are the six.

Read the note · 3 min

Procurement · June 30, 2026

Ten questions to ask any AI vendor before you sign

The demo will be good. The contract is where the risk lives. Send these ten questions in writing and read the answers before the second call.

Read the note · 3 min

The standard we work to

  • Data that names a person stays inside your environment
  • A person approves anything that touches a person, a record or a dollar
  • Every AI use disclosed in plain language to the people it affects
  • Aligned to NIST AI RMF and designed to ISO/IEC 42001 structure; threat-modeled to OWASP and MITRE ATLAS
  • You own what we build and can leave with it
The seven commitments in full →

Next step

Tell us what you hold and who you serve.

We'll tell you what AI should and shouldn't touch, and what to do first — in one conversation.

NO SALES DECK · NO OBLIGATION · ASK@SOLIDARE.AI