Broker Intelligence Introduces Two New Strategic Programs for Insurance Brokerages

Johnston, RI (July 10, 2026) – Broker Intelligence is pleased to introduce two new strategic programs designed specifically to help property and casualty insurance brokerages prepare for the future.

AI Readiness Program

“Building the Foundation for Successful AI Adoption”

How can your brokerage adopt AI in a structured, secure, and business-aligned way? This program will help your organization:

• Assess your brokerage’s AI maturity;
• Identify the highest-value AI use cases;
• Establish the foundations of an AI governance framework;
• Build a shared vision among executives and managers;
• Develop a practical AI governance framework with clear recommendations for next steps.

Technology Adoption Program

“Building the Foundation for Successful Technology Adoption”

How can your brokerage maximize the adoption of new technology and ensure long-term success? This program will help your organization:

• Prepare managers to lead organizational change;
• Engage employees throughout the transformation journey;
• Develop a structured communication strategy;
• Support the evolution of business practices;
• Drive lasting adoption of new technologies.

Our Perspective

Technology alone doesn’t transform an organization.

People, leadership, and business practices are what turn technology investments into measurable business results.

Whether you’re implementing a new BMS, CRM, AI solution, customer platform, or any other technology initiative, our strategic programs help your brokerage accelerate adoption, reduce implementation risks, and maximize the value of your investment.

Contact us to learn more or schedule an introductory conversation.

About Broker Intelligence

We are passionate insurance industry professionals, driven to advance organizations while creating both human and strategic value.

Luc Ouellet, Founder and President
With over 25 years of experience in the insurance industry, Luc has held key positions in business development, strategy, and technological innovation. Close to the operational realities of brokers, he founded Broker-Intelligence to harness artificial intelligence in support of their practice.
Combining a deep understanding of the sector with a pragmatic, results-oriented technological vision, he develops concrete solutions that drive broker performance and growth.

Chantale Beaudoin, Cofounder and Head of Strategy and Deployment
With over 20 years of experience in organizational communication, change management, and skills development—including 11 years in the insurance industry—Chantale partners with organizations to navigate the human side of technological change.

Blending strategic insight with a deep understanding of people and relationships, she designs change approaches that help teams grow, adapt, and perform, while staying aligned with business goals.

Our promise is to turn every customer interaction into a growth opportunity for Canadian brokerages, while strengthening human value within organizations. For more information, please visit broker-intelligence.ca.

Source: Broker Intelligence

Tags: Broker Intelligence, Brokers, InsurTech, InsurTech Spotlight, launch, Property/Casualty (P&C) insurance