I help brokers, insurers and MGAs simplify fragmented operating models, redesign workflows and turn technology and AI investment into practical, adopted change.
30+ years of London Market experience across brokers, insurers and MGAs — combining deep operational knowledge with transformation leadership.
Multiple hand-offs, duplicate activity, unclear ownership, inconsistent processes and limited end-to-end visibility.
Roles, responsibilities, governance, controls, data, people and technology evolving independently rather than operating as one coherent model.
Automation and AI introduced before the business problem, target outcomes and required operating changes are clearly defined.
Solutions delivered technically but not fully embedded into ownership, behaviours, controls, MI, governance and business-as-usual.
Baseline how the business actually operates across people, process, controls, data and technology — understanding the business problem, root causes, variation, hand-offs and performance.
Remove unnecessary complexity, duplication, waste, variation and control gaps before automating inefficient ways of working.
Define practical tactical improvements alongside the strategic target operating model — people, roles, governance, controls, workflow and the outcomes that measure success.
Apply workflow, automation, data, technology and AI where they solve defined business problems and create measurable value — enabling the target way of working rather than dictating it.
Establish ownership, adoption, behaviours, controls, MI, governance and continuous improvement so the change holds and becomes business-as-usual.
Experienced across Agile, Waterfall and Hybrid transformation environments — adapting delivery, governance, requirements and change disciplines to the programme rather than forcing a methodology.
Placement and underwriting workflows, controls, hand-offs and supporting technology.
Facility operating models, capacity, authority, governance and the operational differences between facility and individual-risk placement.
Binding authority and MGA operating models, delegated underwriting, controls, governance, administration and operating at scale.
From detailed process discovery and business analysis through operating-model design, transformation delivery and senior leadership — combining hands-on delivery with executive-level experience.
Current-state discovery, target operating models, process redesign, roles, controls, governance and implementation.
Deep London Market experience across broking, underwriting and operational environments.
Business-led design and implementation of digital workbenches and workflow orchestration, connecting people, process, data and technology across the end-to-end journey.
Applying AI, intelligent document ingestion, workflow and automation to defined business problems and measurable outcomes.
Embedding new ways of working through stakeholder engagement, business ownership, training, governance, measurement and adoption.
Transformation → People → Process → Requirements → Delivery → Adoption
Successful transformation starts with a clearly defined business problem and strong foundations — operating model, process, controls, data, governance and people. Technology and AI create value when they improve measurable outcomes and the new way of working is adopted and embedded.
I work with brokers, insurers and MGAs to simplify operating models, redesign processes and turn technology and AI investment into sustainable, adopted change.