Custom duration

Give your agents the AI skills to outperform the competition

Custom training that shows insurance professionals how to use AI for prospecting, client communication, policy analysis, and daily productivity. Practical skills that make an immediate difference.

What we build

AI-assisted email and communication for agents and CSRs

Using AI for policy analysis and coverage recommendations

Automation platform training for agency operations staff

AI-powered prospecting and lead research techniques

What you can expect

Agents using AI to communicate more effectively

Faster policy analysis and coverage recommendations

Operations staff able to build and maintain simple automations

Prospecting efficiency improved with AI research tools

What the engagement looks like

Timeline

Custom duration

Support included

30-day follow-up included

What's included

  • Custom build
  • Full documentation
  • Team training
  • Integration with your tools

Ready to automate?

Let's talk about ai training for insurance agencies for your business.

Book a discovery call