Effective Business Report Writing in an AI-Enabled Workplace

One full-day

27 October 2026, 09:30-16:30 (UK time)

Strong business report writing remains one of the most important professional skills within the insurance sector. Whether producing underwriting commentary, claims reports, management summaries, board papers, compliance updates, client communications or regulatory documentation, insurance professionals must communicate clearly, concisely and credibly.

Poorly written reports can create confusion, weaken decision-making, increase operational risk and damage stakeholder confidence. At the same time, advances in Artificial Intelligence (AI) tools such as ChatGPT, Microsoft Copilot and Google Gemini are rapidly changing how professionals draft, edit, summarise and review written content.

This practical one-day workshop builds strong report-writing fundamentals while also exploring how AI can support business writing safely and effectively within insurance environments. Participants will learn how to improve clarity, structure and professionalism in their writing, whilst also understanding the opportunities, limitations and governance considerations associated with AI-assisted writing. 

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 27 October 2026

Timings: 09:30-16:30 (UK time)

 Duration: One full-day

 No of attendees: Up to 14

Format: Online - virtual delivery

CPD: Recognised

Trainer: Daryl Evans FCMI,  Assoc CIPD, Chartered Manager

 Price: £209 Members / £269 Non Members

Workshop Overview

Module 1 – Foundations of Effective Business Report Writing

• The role and purpose of business reports within the insurance sector
• Principles of clear, concise and credible professional communication
• Understanding your audience, purpose and desired outcome

Module 2 – Structure, Clarity and Style

• Structuring reports for clarity, logical flow and impact
• Writing with conciseness and removing unnecessary complexity
• Tone, language and professional style within regulated environments

Module 3 – Presenting Complex, Technical Information and Making Recommendations

• Communicating technical information clearly
• Using summaries, headings and visual structure effectively
• Tailoring detail for different stakeholders and decision-makers
• Writing strong commentary, management summaries 
• Developing clear, actionable recommendations

Module 4 – Introduction to AI-Assisted Writing

• An overview of AI tools such as ChatGPT, Microsoft Copilot and Google Gemini
• How AI can support drafting, summarising, editing and proofreading
• Practical applications of AI within insurance report writing

Module 5 – Risks, Limitations and Governance of AI

• Understanding the limitations and risks of AI-generated content
• Accuracy, bias, confidentiality and “hallucination” considerations
• Governance, GDPR and data protection in regulated environments

Module 6 – Responsible and Effective Use of AI

• Safe and responsible approaches to using AI within insurance environments
• Maintaining human judgement, oversight and professional standards
• Recognising where AI adds value and where it does not
• Practical application and personal action planning

What will I achieve by attending the workshop? 

By the end of this workshop delegates will:

• Understand the principles of effective business report writing and professional communication.
• Improve clarity, conciseness and structure in written reports and stakeholder communications.
• Learn how to present complex or technical information more clearly and effectively.
• Develop stronger commentary, summary, recommendation-writing and self-editing skills.
• Explore how AI tools can support drafting, summarising, proofreading and report development.
• Understand the limitations, risks and governance considerations associated with AI-generated content.
• Learn safe and responsible approaches for using AI within insurance and regulated environments, including GDPR and confidentiality considerations.
• Recognise where AI can add value whilst maintaining appropriate human judgement, oversight and professional standards.

Who should attend?

This programme is suitable for professionals across the insurance and financial services sectors who are required to produce, review or contribute to written business communication and reporting.

This may include:
•    Underwriters
•    Claims professionals
•    Operations teams
•    Compliance and risk personnel
•    Team leaders and managers
•    Analysts and reporting staff
•    Client service and relationship teams
•    Professionals producing internal or external stakeholder reports

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.