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Insurance & Broking

AI can transform underwriting and claims.
Here is how to deploy it safely.

FCA Consumer Duty does not prevent insurers and brokers from using AI — it requires you to evidence that AI-assisted decisions produce fair outcomes. Inference Agents gives you the compliance gateway to deploy AI across underwriting, claims triage, and customer interactions: Consumer Duty guardrails enforced at the edge, customer data protected, and a tamper-proof audit trail generated automatically.

Three obligations to meet — not to fear

FCA · Consumer Duty

Fair Outcomes & Product Governance

Consumer Duty's four outcome areas — products and services, price and value, consumer understanding, and consumer support — all apply where AI is involved in customer interactions or decisions. The FCA expects firms to evidence that AI-driven processes deliver fair outcomes, not just assert it.

GDPR · ICO

Automated Decision-Making Records

GDPR Article 22 gives consumers the right to human review of automated decisions that significantly affect them. Underwriting and claims decisions made or assisted by AI fall squarely within scope. If the ICO requests your records of automated processing, you must produce them — and they must be complete.

FCA · PROD Sourcebook

Distribution & Advice Obligations

The FCA's Product Governance rules (PROD) require that distribution decisions are appropriate for the target market. Where AI tools assist with customer segmentation, product recommendation, or advice delivery, the firm must be able to demonstrate those tools operated within their intended scope and regulatory limits.

AI use cases your firm can deploy — with Consumer Duty governance in place

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AI-assisted underwriting and risk assessment

Use AI to accelerate risk analysis, identify patterns across policy data, and generate underwriting recommendations. Inference Agents ensures every API-based AI assessment is governed by your FCA compliance rules, customer data is protected, and a structured record of every decision is retained — ready for FCA review or complaints handling.

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Claims triage and handling support

Deploy AI to triage claims, assess documentation, and generate initial handling recommendations at scale. The gateway enforces Consumer Duty fair outcome requirements on every interaction, flags inconsistencies for human review, and builds the audit trail your compliance team needs for the annual Consumer Duty board report.

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Customer communications and policy summaries

Use AI to draft customer-facing communications, policy summaries, and renewal letters — at scale, without proportional headcount growth. The gateway logs every API interaction and ensures customer data is processed within your GDPR Article 30 records, automatically.

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Product distribution and suitability support

Use AI to support distribution decisions, customer segmentation, and product recommendations within your PROD Sourcebook obligations. Every AI call is evaluated against your defined target market rules, logged with a tamper-proof record, and exportable for FCA thematic review or ICO audit.

Deploy AI across your business. Do it in a way the FCA can scrutinise.

We are working with a small number of FCA-regulated insurance and broking firms. No commitment required.

We will reach out directly. No sales calls. No spam.