Insurance Brokerage
2 articles

Claude Managed Agents for Insurance Brokerages: What the New Launch Means for Renewal Workflows
Claude Managed Agents is Anthropic's new cloud-hosted agent capability. For insurance brokerages, the real question is where it can reduce renewal operations drag without pretending to replace broker judgment.
Marco Lobo·Apr 9, 2026·5 min read

Claude Cowork vs Microsoft Copilot for Insurance Agencies: Which Solves the Real Problem?
Cowork handles workflows between your AMS, carrier portals, and clients. Copilot drafts documents in Office. Different tools, different problems.
Marco Lobo·Apr 2, 2026·9 min read