Skip to main contentInsurance AI education with human review built into the workflow.
All coursesintermediaterenewals
Account Manager Renewal Analysis
Use structured prompts to organize renewal information while verifying source documents, changes, and open questions.
Approximately 70 minutes 2 modules Course outline
Practice before consequential use.
01Frame the task
Define the approved purpose, information boundary, and reviewer before using an AI tool.
Where AI helps—and where it stopsReading Walkthrough: the review boundaryVideo 02Practice and verify
Work through a fictional scenario, check the output, and document human approval.
Simulated workflow reviewSimulation Knowledge checkKnowledge check