Insurance brokers
The Broker's Eight Decisions
The eight AI decisions every independent broker now has to make — in plain terms, plus a one-page AI scorecard.
- Where to start, and what to automate first
- Buy, partner or build
- How much to let AI decide
- How to prove it's working
For any SME
Where AI pays in an SME
A one-page checklist to find where AI is worth it, pick your first use case, and prove it before you spend.
- Find the high-volume, low-risk work
- Pick one use case with a clear number
- Check what you already pay for
- Govern it from day one
For any SME
The one-page AI policy
A fill-in-the-blanks AI policy your team will actually read — approved tools, what to keep out of public AI, and who signs off.
- Approve the tools your team can use
- Set what never goes into public AI
- Name who signs off before AI acts
- Put a review date on it
For any SME
Is your data ready for AI?
A five-minute Red / Amber / Green scorecard across the four things that decide it — access, accuracy, consistency and permission.
- Score one use case, not "all our data"
- Spot the ambers worth fixing first
- See what's genuinely blocking you
- Know when you're ready to start
More guides on the way. We publish new ones as we write them — the Insights page is where they land first, and the weekly Brief tells you when.