AI agents enter reinsurance broking workflows at Lockton Re

Sales teams gain automated account insights

AI agents enter reinsurance broking workflows at Lockton Re

Reinsurance News

By Rod Bolivar

Autonomous AI agents are entering reinsurance broking operations after Lockton Re deployed the Agentforce 360 Platform from Salesforce within its global Salesforce environment.

The system introduces AI agents designed to analyze information, make decisions, and carry out tasks using non-personal enterprise data inside the broker’s Salesforce infrastructure. Lockton Re uses Salesforce’s Financial Services Cloud as its system of record, and the Agentforce platform connects the agents with the data models, workflows, and internal policies used across the organization.

“Agentforce will support the streamlining of some of our sales activity, creating better informed and more digitally connected broking teams,” said Robert Bisset, CEO for North America at Lockton Re. “Many of our client teams are truly global and so the ability to share and connect digitally is a key part of what makes Lockton Re stand out from the competition. Since the launch of Lockton Re as a global reinsurance platform in 2019, one of the core pillars of the business has been ‘born digital’. We continue to embrace AI and innovation as part of this ethos with a focus on digital infrastructure and using the technology to support our clients, partners and colleagues.”

From analytics tools to operational AI

The deployment represents the first time Lockton Re has introduced autonomous AI agents capable of reasoning and taking action within enterprise data across its Salesforce environment.

The broker previously developed artificial intelligence tools through its proprietary analytics platform, Lockton Re SAGE. The latest rollout follows a proof-of-concept phase involving a smaller group of users. Lockton Re said the Agentforce platform is now being introduced to its global sales teams to help analyze producers’ accounts and support decision-making and client service.

Nidhi Howell, head of business technology at Lockton Re International, said the firm sees AI as a technology that supports employees rather than replaces them.

“Lockton Re believes AI is about augmenting, extending and supporting the expertise and capabilities of colleagues and tools, not replacing them,” said Howell. “We have always been focused on our digital journey, and the rollout of Agentforce is part of our broader strategy to continuously integrate or build the right cutting-edge digital tools that unlock value, improve client service and reinforce our position as an industry innovator.”

AI introduces new insurance risk questions

Artificial intelligence systems are also creating new considerations for insurers and reinsurers.

Lockton Re worked with Lockton International and Armilla AI on research examining how AI-driven systems interact with existing insurance frameworks. The report found that the probabilistic nature of AI systems can produce loss scenarios that traditional insurance policies were not designed to address.

The analysis notes that AI-related failures can generate financial exposure without triggering conventional cyber or liability coverage structures. Researchers at George Washington University have identified more than 150 lawsuits in the United States over the past five years involving incidents linked to artificial intelligence systems.

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