The initiative marks a major step in the firm’s commitment to digital transformation, enhancing efficiency, decision-making, and collaboration within the specialty insurance and reinsurance sector.
According to Simon Bradbury, Chief Technology Officer at McGill and Partners, the company was built on a digital-first foundation, and this launch reinforces its dedication to innovation. “As the first broker in the London market to introduce Agentic AI using Salesforce’s Agentforce platform, we are excited about the vast potential this technology unlocks.” The AI agent is integrated into Underscore, McGill and Partners’ proprietary digital platform, which connects distribution partners with London market insurers. By embedding Agentic AI, the firm aims to streamline the placement process, reduce operational friction, and enable brokers to focus on high-value client interactions.
Unlike traditional automation tools, Agentic AI goes beyond scripted responses, understanding context and intent to autonomously perform tasks in real time. Built on Agentforce, Salesforce’s AI system, the AI agent is designed to process large datasets, provide deeper insights, and optimise decision-making. Bradbury emphasised that the technology will continue to evolve, stating, “As we embark on our Agentic AI journey, its capabilities will continue to advance, driving greater efficiencies, enhancing decision-making, and delivering deeper insights. Our commitment to innovation ensures that we develop this technology to meet the evolving needs of our clients and the market. We’re proud to be at the forefront of this transformation, building a platform that will redefine collaboration between clients, brokers, and London market insurers.”
The introduction of Agentic AI is set to transform how brokers operate, shifting administrative tasks to AI while enabling professionals to focus on strategic discussions and tailored solutions. The integration of Agentforce within Underscore aims to enhance workflows, complementing human expertise rather than replacing it. Paul O’Sullivan, Chief Technology Officer at Salesforce UKI, highlighted the impact of this innovation, explaining that “With the introduction of its autonomous AI agent, McGill and Partners will be able to streamline processes, analyze data more effectively, and unlock productivity gains for its best-in-class talent—setting a new industry standard for client experience.”
As the insurance industry increasingly relies on data-driven insights, Agentic AI is expected to play a critical role in improving efficiency and responsiveness. By leveraging AI-powered automation, McGill and Partners positions itself at the forefront of innovation, ensuring brokers can deliver better outcomes for clients while adapting to the evolving insurance landscape.
