Resources
Practical AI tools for insurance brokers.
A growing library of free working documents for independent brokers who want to put AI to work where it actually matters, from cover gaps and governance to renewals and decision-making. No theory, no hype, no email required. Download what you need and use it before your next renewal or board meeting.
Worksheets & Audits
Working documents you can use today.
The AI Visibility Audit
A one-sitting audit that shows what your staff are actually doing with AI, before you write a single line of policy. The honest starting point for any broker getting serious about AI.
- For MDs & operations leads
- Time One sitting
The Broker AI Cover Gap Worksheet
Map your book against the generative-AI exclusions now appearing in policy wordings, account by account, so you find the gaps before your clients, or their lawyers, do.
- For Broker MDs
- Use Before the next renewal
The Broker AI Governance Worksheet
Map your AI governance to a recognised industry blueprint before your next PI renewal. The document that turns "we use AI carefully" into something you can actually show a carrier.
- For Compliance & leadership
- Use Before PI renewal
The Broker AI Decision Map
Map every AI-influenced customer decision, who owns it, and how a customer can contest it. The clarity exercise that keeps you on the right side of automated-decision rules.
- For Brokers & compliance
- Use Mapping AI decisions
The Broker Financial Crime Evidence Pack
Build the three artefacts the FCA's multi-firm review expects to see written down: a financial crime control map, a risk-based monitoring log, and a third-party oversight register. Done in an afternoon, before the next round of insurer due diligence lands.
- For Compliance & leadership
- Use Before insurer due diligence
More tools are on the way as I build them out for the broker market, on both sides of the Atlantic. If there's a problem in your business you wish there were a worksheet for, tell me, it might be the next one I build.