This is a significant acceleration of the company's AI-driven transformation and a strengthening of its commitment to delivering differentiated client and colleague experiences at scale.

Baldwin will integrate Claude across its segments and functional business groups, equipping advisors, client experience, and operational leaders with a secure, enterprise-grade AI platform designed to enhance productivity, accelerate decision-making, and support complex, end-to-end workflows. This agreement follows several months of active deployment of Claude within targeted areas of the business, where it has delivered measurable improvements in the quality of client-facing insights, productivity, and workflow efficiency.

Baldwin will look to Claude to augment the deep expertise of the firm's professionals, who bring an exceptional level of insight, tailored client service, and impactful risk management solutions to clients and the broader industry every day. During the firm-wide rollout, initial use cases will focus on enabling frontline advisors and client teams to more efficiently analyze risk, synthesize client information, and support tailored insurance solutions, while also empowering business leaders to optimize operational processes through AI-driven insights and automation. Over time, Claude's capabilities will extend to more advanced, agentic workflows that support end-to-end process execution across Baldwin's platform.

"AI represents a fundamental shift in how we empower our colleagues to serve clients, elevating and amplifying what our colleagues already do best," said Trevor Baldwin, Chief Executive Officer of The Baldwin Group. "The best professionals in our industry don't just facilitate insurance transactions — they synthesize complex risk, anticipate what clients haven't asked yet, and translate that into solutions. Claude doesn't replace that judgment; it gives our colleagues more time and better information to apply it. We've spent the last several months proving this works in targeted parts of the business. Scaling it across Baldwin is the next step in compounding our productivity advantage."

Unlike earlier-generation tools, Claude enables both advanced reasoning and action-taking capabilities across workflows, allowing Baldwin teams to move from insights to execution within a unified environment. The platform will integrate with Baldwin's existing technology ecosystem, supporting secure data handling and enabling more seamless collaboration across teams.

"Technology and AI are only as valuable as the business outcomes they enable," said Sandeep Bajaj, Chief Technology Officer, Retail Brokerage, at The Baldwin Group. "Our approach is grounded in delivering measurable impact, whether that's accelerating workflows, improving decision precision, or enhancing the client experience."

"This initiative builds on our existing technology strategy, which prioritizes scalable platforms over siloed tools and emphasizes long-term value creation," said Ryan Fauls, Chief Technology Officer, Underwriting, Capacity and Technology Solutions (UCTS) at Baldwin. "Claude provides a secure, scalable platform that allows us to truly transform how work gets done."

By aligning AI deployment with specific business use cases and client needs, Baldwin aims to drive sustained competitive advantage while delivering tangible impact across its operations. The relationship with Anthropic also reinforces Baldwin's commitment to responsible AI adoption, with a focus on governance, training, and cross-functional collaboration.