The Baldwin Group has announced an expanded enterprise relationship with Anthropic to deploy the AI assistant Claude across its insurance brokerage operations, accelerating a firm-wide transformation already underway.
The Tampa-based company, an independent insurance brokerage and advisory firm, said it will integrate Claude across its business segments and functional groups. The rollout is expected to equip advisors, client experience teams, and operational leaders with what the company described as a secure, enterprise-grade AI platform.
The announcement follows several months of limited deployment of Claude within targeted areas of the business, where the company said it recorded measurable improvements in client-facing insights, productivity, and workflow efficiency.
Initial use cases will focus on enabling frontline advisors and client teams to analyze risk more efficiently, synthesize client information, and support tailored insurance solutions. Business leaders will also use the platform to optimize operational processes through AI-driven insights and automation. The company said Claude’s capabilities would eventually extend to more advanced, agentic workflows supporting end-to-end process execution.
“AI represents a fundamental shift in how we empower our colleagues to serve clients, elevating and amplifying what our colleagues already do best,” said Trevor Baldwin, chief executive officer of The Baldwin Group.
“The best professionals in our industry don’t just facilitate insurance transactions – they synthesize complex risk, anticipate what clients haven’t asked yet, and translate that into solutions. Claude doesn’t replace that judgment; it gives our colleagues more time and better information to apply it. We’ve spent the last several months proving this works in targeted parts of the business. Scaling it across Baldwin is the next step in compounding our productivity advantage.”
Sandeep Bajaj, chief technology officer for retail brokerage, said the firm’s approach centers on measurable outcomes. “Technology and AI are only as valuable as the business outcomes they enable,” Bajaj said. “Our approach is grounded in delivering measurable impact, whether that’s accelerating workflows, improving decision precision, or enhancing the client experience.”
Ryan Fauls, chief technology officer for underwriting, capacity, and technology solutions, said the platform fits the firm’s broader technology strategy. “Claude provides a secure, scalable platform that allows us to truly transform how work gets done,” Fauls said.
The Baldwin Group said the relationship with Anthropic also reflects its commitment to responsible AI adoption, with an emphasis on governance, training, and cross-functional collaboration.
Baldwin’s deal reflects a broader pattern of Anthropic targeting the insurance industry. In February, HUB International announced it had deployed Claude across its entire workforce of more than 20,000 employees, reporting an 85% productivity increase in targeted use cases, an average of 2.5 hours saved per employee per week, and over 90% user satisfaction – described as one of the fastest and most successful enterprise AI deployments in financial services.
