Brokers Urged to Adopt AI Workflow Automation

Consultant David Benett advises brokers to integrate AI for repeatable tasks to improve competitive standing.

Updated on Oct. 28, 2026 in Artificial Intelligence

Isometric editorial illustration of a stack of geometric blocks representing workflow automation in a minimalist office environment. — Consultant David Benett is urging Australian brokers to automate routine workflows using agentic AI tools to remain competitive in the current market. AI Illustration. Upload story photo >

Live Poll

Do you trust artificial intelligence to handle your professional tasks instead of doing them yourself?

David Benett, founder of consultancy Addaptive, is encouraging brokers to implement AI for specific, repeatable tasks. While many recognise the potential benefits of AI, current integration rates within the profession remain significantly low.

Why it matters

Brokers must focus on automating small, verifiable tasks to bridge the gap between acknowledging AI's value and actually operationalising it. Establishing clear workflows allows professionals to maintain necessary human oversight for complex commercial judgements.

While 86% of brokers view AI as essential or helpful, only 3% have successfully integrated these tools into their workflows. Separately, an OurTop10 survey of 1,018 people found nearly one in five Australians have utilised AI when preparing loan documents.

The players

David Benett

He is the founder of the consultancy Addaptive and advises firms on integrating artificial intelligence into their professional workflows.

Addaptive

This consultancy firm specialises in helping businesses adopt new technologies and improve operational efficiency.

Connective

This organisation serves as a platform for brokers and conducted a survey regarding the industry usage of artificial intelligence.

OurTop10

This entity conducts research surveys, including recent data collection on how Australians interact with artificial intelligence in financial documentation.

The details

Users can set up agentic AI tools by inputting background material, past examples, and specific instructions, then adding fresh data periodically to generate drafts. Experts stress that while AI can manage routine tasks, professional judgement remains essential for negotiation, legal interpretation, and commercial decisions.

October 2026: OurTop10 survey on AI usage published.

The Tech Race

The adoption of agentic AI tools marks a departure from static software, allowing systems to plan and execute tasks toward a specific goal. This shift pits firms that successfully automate routine labour against traditional players still relying on manual documentation processes.

Consumers engaging with the financial sector may see faster turnaround times for loan documentation as brokers adopt more streamlined AI-driven workflows. Clients should remain aware that critical negotiation and legal decisions continue to require direct professional human input.

The takeaway

Brokers should start by identifying small, repeatable tasks where AI output can be easily cross-referenced against established data sources. Scaling implementation gradually helps maintain high standards of accuracy while reducing the time spent on manual drafting.