The privately held broker said the platform combines proprietary data, analytics, AI and advisor expertise to support client decisions as it widens beyond Lockton Re.
Lockton said it is broadening access to Lockton SAGE, its enterprise intelligence platform built to combine proprietary data, advanced analytics, AI capabilities and specialist expertise for client decision-making. First introduced within Lockton Re, the platform is now being extended across the company’s U.S. business, including risk solutions, employee solutions and reinsurance. Lockton said the system connects policies, quotes, claims and risks, using AI-driven analysis and human judgment to surface patterns, priorities and recommendations tailored to each client. The company said the platform is designed to reduce manual data gathering, sharpen risk analysis, improve program structuring and placement, and free advisers to spend more time on strategic work. Chairman and CEO Ron Lockton said the firm’s technology, data and expertise were built together rather than through acquisitions, while Claude Yoder, chief data, analytics and digital officer, said SAGE is meant to provide connected, contextual intelligence around how clients actually make decisions. Lockton said its private ownership supports long-term investment in a flexible architecture that can keep incorporating leading AI models as market demands evolve.