beginner 50 min
Human-in-the-Loop Foundations
Learn how to frame an insurance task, limit the data provided to an AI tool, and place a qualified reviewer at the decision point.
CSRAccount managerPrincipalClaims adjusterProducer
Review course outline Course field guide
Insurance AI practice, organized by role and responsibility.
Begin with safe-use foundations, move into the work your role performs, and build toward verification, governance, and escalation. Every course keeps a qualified person responsible for the outcome.
Published catalog
Choose the appropriate depth.
intermediate 70 min
Account Manager Renewal Analysis
Use structured prompts to organize renewal information while verifying source documents, changes, and open questions.
Account manager
Review course outline intermediate 70 min
Claims Evidence Discipline
Practice organizing claim information while preserving uncertainty, source attribution, and adjuster responsibility.
Claims adjuster
Review course outline intermediate 60 min
CSR Communication Review
Draft and review routine client communications without allowing AI to make promises, coverage determinations, or policy changes.
CSR
Review course outline intermediate 75 min
Principal AI Governance
Establish approval boundaries, content ownership, vendor review, escalation, and audit expectations for an agency AI program.
Principal
Review course outline intermediate 65 min
Producer Submission Preparation
Practice using AI to organize submission materials while the producer verifies facts, coverage context, and carrier requirements.
Producer
Review course outline advanced 90 min
Advanced Verification and Escalation Lab
Design layered reviews, identify uncertain outputs, document overrides, and escalate tasks that exceed the approved AI boundary.
ProducerCSRAccount managerPrincipalClaims adjuster
Review course outline