Bonus Toolkit · The AI Forward Broker
The Broker AI Governance Worksheet
A working document for brokers. Fill it in once. Update it before every PI renewal. Hand it to an underwriter and watch the conversation change.
Broker AI Governance Worksheet
PDF · 9 pages · 8 working sections · maps to the LMA AI Governance Blueprint, May 2026
Free to download. No form, no sign-up. Built for UK general insurance brokers. Use it alongside your compliance function and PI broker. Not legal or regulatory advice.
Why this worksheet exists
Six major carriers have filed AI exclusions in their policy wordings. The Lloyd's Market Association blueprint now sets the bar for what good AI governance looks like in the Lloyd's market.
If you cannot evidence model risk, data governance, and accountability, you are not arguing about price at renewal. You are arguing about whether cover exists at all.
What is inside
Eight working sections that take you from a blank page to a single PDF you can email an underwriter. Allow three to five working days to complete it properly, with your IT lead, your DPO, and your nominated SMF in the room.
01
AI tool inventory
Every AI tool in the building, including the free ones and the browser extensions nobody declared.
02
Model risk
One row per tool. What it decides, how it was tested, who reviews it, and what happens when it gets something wrong.
03
Data governance
What goes in, where it lives, who controls access, and whether the vendor retrains on your data.
04
Accountability
A named SMF who owns AI risk, the roles beneath them, and the policy documents you should be able to produce.
05
The underwriter file
The single PDF you assemble from the sections above, in the order an underwriter expects to read it.
06
Action log
Every gap from the sections above, with an owner, an action, a target date, and a status.
07
The honest mirror
Score each pillar out of 10. The first score is usually lower than you expected. That is the point.
08
The next 90 days
A working sequence, not a project plan, to take you from gaps today to underwriter-ready before renewal.
Want a working session to fill it in?
If you would rather complete this alongside your IT lead and your nominated SMF, with someone who has done it before, let's have a conversation. No agenda, no pitch.