AI Training for Insurance Agents
A Practical Introduction to AI for Insurance Professionals
The Bronze: AI Basics package is designed specifically for insurance agents who want a clear, practical introduction to artificial intelligence without technical complexity. This session focuses on understanding what AI can do for insurance agencies today and how it can be applied responsibly to everyday tasks.
This training is ideal for agents and teams who are new to AI and want to build confidence before moving into deeper implementation.
What’s Included in the Bronze: AI Basics Package
Each session is interactive and tailored to common insurance workflows, helping agents understand where AI fits and where it doesn’t.
1-Hour Training Session
Introduction to AI in Insurance
5 “Quick Wins” to Improve Daily Efficiency
Client Email & Policy Update Automation
Social Media Content Assistance
Live Interactive Demonstration
Who This AI Training Is For
Independent insurance agents
Agency staff exploring AI for the first time
Teams seeking efficiency without automation complexity
Agencies wanting a low-risk introduction to AI tools
This training focuses on education, awareness, and immediate usability — not long-term system changes.
Why Insurance Agents Start with AI Basics
AI can feel overwhelming without proper guidance. This training provides insurance agents with a foundational understanding of AI tools, how they generate content, and how they can assist with communication, documentation, and organization — all while maintaining professional standards and compliance awareness.
Bronze: AI Basics Package
Schedule Your AI Training Session Today!
Looking for Hands-On AI Workflow Training?
If your agency is ready to move beyond AI fundamentals and start applying AI across internal workflows, claims communication, and outreach processes, our Silver: Hands-On package offers a deeper, more interactive experience.