AI Training Packages for Insurance Agencies
Practical AI Training Your Team Will Actually Use
AI can save insurance agencies hours every week — but only if your team knows how to use it correctly.
Our AI Training Packages are built specifically for insurance agencies that want:
Faster documentation
Better follow-up
Less manual work for CSRs
More consistency across producers and staff
Each package is designed to meet your agency where it is today — from getting started to fully operationalizing AI across your team.
Who These Training Packages Are For
These packages are ideal for:
Insurance agency owners and principals
Office managers and operations leaders
Customer Service Representatives (CSRs)
Producers who want to spend more time selling and less time on admin
Whether you’re a small agency or a growing team, there’s a clear path forward.
Choose the Right Training Package
Bronze — AI Foundations for Insurance Teams
Best for individuals or small teams getting started with AI
The Bronze package introduces your team to AI in a safe, practical way — without overwhelming them.
What it focuses on
Understanding what AI should and shouldn’t be used for in an agency
Writing better emails, notes, and documentation faster
Reducing repetitive admin tasks
Building confidence using AI in daily work
Who it’s best for
Solo agents
Small agencies
Team members new to AI
Silver — Team-Based AI Workflow Training
Best for agencies that want consistency across staff
The Silver package helps standardize how AI is used across roles
so everyone works faster — without chaos or quality issues.
What it focuses on
Role-based training (agents vs CSRs vs office managers)
Shared prompt libraries and templates
AI-assisted workflows for sales and service
Guardrails for quality, tone, and compliance
Who it’s best for
Growing agencies
Teams with multiple CSRs or producers
Agencies struggling with inconsistency
Gold — AI Enablement & Ongoing Optimization
The Gold package goes beyond training — it helps embed AI into how your agency actually runs.
What it focuses on
Advanced role-specific workflows
AI adoption across sales, service, and operations
Hands-on support during rollout
Refinement and optimization based on real usage
Who it’s best for
Established agencies
Multi-location or high-volume agencies
Teams ready for long-term efficiency gains
Not Sure Which Package Is Right?
Most agencies fall into one of these categories:
“We want to test this safely” → Bronze
“We need consistency across the team” → Silver
“We want AI built into how we operate” → Gold
If you’re unsure, we’re happy to help you choose the right starting point.
How Our AI Training Is Different
We don’t just teach tools — we teach useful habits.
Our training is:
Insurance-specific
Role-based
Practical and immediately applicable
Designed to reduce workload, not add to it
No fluff. No hype. Just better workflows.
