Hub

Principles and tips for using AI in your broking business

Written by AFG | 11 September 2026, 7:32:13 am Z

Artificial intelligence is becoming a powerful tool across the broking channel. To help you use it effectively and safely, we have created three member guidance documents that cover the principles, platforms and practical steps you need to know.

 
Each document is designed to stand alone, so you can dive straight into the area most relevant to you. Together, they form a practical governance framework for responsible AI use.  


Artificial Intelligence governance documents 


Principles for using AI in your broking business sets out six governance principles to guide your AI decisions. Each principle includes a clear explanation and an action you can take immediately. These form the foundation of responsible AI use, whether you're exploring AI for the first time or scaling it across your team.

 

Platforms for using AI in your broking business cuts through the noise around which tools to use. It compares the risk profiles of popular platforms, provides a 16-item checklist before you adopt any new AI tool, and includes step-by-step opt-out instructions to turn off training for platforms. 



Tips for using AI in your broking business moves from principles to practice. It organises AI use by risk level, gives you three test questions to check you're staying compliant, and walks through practical how-to guides for common use cases.



This guidance is a starting point, not legal advice. 

These principles are designed to help you navigate AI confidently and responsibly. For questions specific to your situation, speak with your legal adviser. AFG is here to support you every step of the way.