Review learning when a colleague changes role: identify new tasks, recognise existing knowledge, allocate relevant support and plan follow-up.

A policy update needs an owner as well as a new file For an insurance broker or MGA, a revised policy can create work for several people. The person who uploads it may not be the person who decides which roles are affected, explains the change or checks that follow-up has happened. A practical process makes those responsibilities visible. Start with the change Describe the practical difference between the old and new versions. A new contact detail may need a different response from a change...

An AI assistant can help prepare information. An agent with access to business systems may also change records or communicate with customers. For an insurance intermediary, the practical question is what authority the tool should receive at each stage of a workflow. The ICO opened a call for evidence on agentic AI on 8 October 2026, closing on 20 November 2026. It asks about areas including security, transparency and accountability. This is an evidence-gathering exercise, not a new set of...