Putting governance under AI at a PE-backed insurance carrier

A PE-backed specialty insurance carrier put governance footing under AI use without slowing the adoption already underway.

SNAPSHOT

Who

A PE-backed specialty insurance carrier, post-acquisition

Format

Phase 1 governance training and working session

Result

Phase 1 governance training with the carrier's technical and security audience, security posture confirmed.

The challenge

After acquisition, the PE firm had replaced the CTO and installed a new Chief AI Officer drawn from the PE firm itself. The mandate was direct: get AI governance into shape across the carrier's technical and security audience, but do not slow the AI use that was already happening. The hardest part of this work is doing both at once.

What we delivered

A Phase 1 AI governance training session and working discussion.
A working agenda built for the company's key technical and security decision makers.
Delivered as part of a broader partner engagement.

Outcomes and decisions

The session confirmed the team's security posture and aligned the group on how to leverage Claude Enterprise controls to apply security best practices without discouraging or inhibiting AI use. Governance and adoption moved forward together, rather than in tension.

ENGAGEMENT METHODOLOGY

Clarify

Highlight

Architect

Ready

Track

Ensuring the organization is Ready to manage compliance with AI adoption.