The Baldwin Group is expanding its Anthropic partnership to deploy Claude across the company, expanding its use of AI in insurance operations as it integrates recent acquisitions and scales its platform.
The Tampa-based insurance brokerage said it will roll out the platform across the business, providing advisors, client teams, and operational leaders with tools to improve productivity, speed decisions and manage workflows.
The move follows several months of targeted pilots, where Baldwin reported better client insights and faster workflows. Baldwin plans to scale those tools firmwide.
The expansion comes months after Baldwin completed its merger with CAC Group, a specialty and middle-market brokerage that adds capital markets and structured insurance capabilities. The combined platform increases the complexity of client work and internal operations, areas where Baldwin is deploying AI.
Chief Executive Officer Trevor Baldwin said the firm is using AI to support, not replace, its advisors’ judgment.
“The best professionals in our industry don’t just facilitate insurance transactions,” Baldwin said. “They synthesize complex risk, anticipate what clients haven’t asked yet and translate that into solutions. Claude gives our colleagues more time and better information to apply that judgment.”
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The initial rollout targets frontline advisory work, including risk analysis, client data review and tailored insurance solutions. In addition, Baldwin plans to streamline operations and surface insights across teams.
Over time, Baldwin expects Claude to handle more advanced workflows, from analysis through execution. The company said the platform will allow teams to manage end-to-end processes in a single system, so teams do not switch between tools.
The system will integrate with Baldwin’s existing technology and run in a secure system that protects client data and supports collaboration across teams.
Chief Technology Officer Sandeep Bajaj said the company is focused on measurable results as it expands its use of AI.
The move also shifts how Baldwin invests in technology. The firm is building scalable platforms across the business rather than adding separate tools for individual functions.
Ryan Fauls, chief technology officer for underwriting and capacity, said the platform will change how work moves through the company.
At the same time, Baldwin said it will pair the rollout with governance, training and coordination to guide how employees use AI across the company.
The firm serves more than three million clients in the United States and internationally and provides risk management, insurance and employee benefits. Baldwin expects the expanded use of AI to improve operations and client service as it scales.
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