Free full guide · Insurance brokers

The Broker's Eight Decisions

The eight AI decisions every independent broker now has to make — in plain terms, vendor-neutral, with an honest view on each and no hype. Plus a one-page AI scorecard you can put to work.

Independent & vendor-neutral~2,000 words · 8-page PDFSources verified June 2026

What's inside

of brokers rank AI adoption a top priority for the year (BIBA 2026)
~7%
of insurers have actually scaled AI — most are still piloting (BCG)
~⅓
of customers are comfortable with AI — usually only if a human stays involved
1Where do we start?
2Plug into our systems, or change how we work?
3Buy, partner, or build?
4How much do we let AI decide?
5Will it work with our systems — and our people?
6Where do we keep a human in the loop?
7Big bang or step by step?
8How do we know it's working?

Plus: a one-page AI scorecard — a single line per tool (what it should move, baseline, target, owner, review date) so you can tell real value from novelty.

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