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AI Foundations for Insurance Professionals course cover

Master AI Insurance Agent Certification · Digital course

MAIAC Level 1 — AI Foundations for Insurance Professionals

Self-paced enrollment in the 15-module MAIAC Level 1 curriculum, covering responsible AI across customer service, sales, claims support, risk, agency operations, security, and leadership.

Modules
16
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$499.00

One-time purchase

Enrollment includes

Professional training built for insurance work

Evaluate AI tools for insurance use cases, limitations, privacy, security, and compliance risks.

Create reliable prompts for prospecting, proposals, service, claims support, and agency management.

Improve customer communication and documentation while preserving licensed human review.

Automate repetitive agency workflows with clear approval gates, exceptions, and audit trails.

Curriculum at a glance

From AI fundamentals to agency leadership

View all 16 modules
  1. Module 01

    Modern Artificial Intelligence for Insurance Professionals

    What the systems sold as "AI" in insurance actually are, and why that changes how you check them. This module separates rules, predictive models and generative AI, explains how language models produce an answer, opens up the retrieval, tools and agents inside agency products, and reads the carrier and agency surveys only as far as their samples allow.

  2. Module 02

    What AI Can and Cannot Reliably Do With Policies, Coverage and Numbers

    Why fluent AI output about a policy can still be wrong, and how to catch it. This module works through invented forms and coverage language, misread limits, deductibles and premium arithmetic, tools that fill gaps instead of saying a question cannot be answered, and the automation bias that lets experienced people wave errors through.

  3. Module 03

    Customer Information, Nonpublic Personal Information and Data Security

    What customer information an agency holds, where AI tools can send it, and which laws reach the agency when they do. This module covers nonpublic personal and health information under the NAIC privacy and data security models, how GLBA reaches agents through state insurance authorities, when HIPAA applies, and a method for deciding what may enter a tool.

  4. Module 04

    Professional Responsibility and AI for Insurance Producers

    An AI tool changes how agency work gets done, not who answers for it. This module covers the licence and line of authority, what unlicensed staff and tools may do, misrepresentation and unfair trade practices, membership codes that bind only members, and why AI guidance from the NAIC is addressed to insurers rather than producers.

  5. Module 05

    AI-Assisted Research on Policy Forms, Carrier Guidelines and State Rules

    AI can help find and summarise policy forms, carrier guidelines and state rules, but it is an assistant, not an authority. This module sets out a research workflow, verification of every form edition and rule against the primary document, dated checks on whether a model was adopted or a rule still stands, and a provenance record for the account file.

  6. Module 06

    Prompt Engineering for Insurance Professionals

    A good prompt makes an AI draft easier to check; it never makes the draft safe to send unchecked. This module covers a structured prompt for insurance tasks, supplying forms and figures instead of asking the tool to recall them, checking customer information before pasting, iterating with purpose, and patterns for everyday agency drafts.

Independent professional education

MAIAC is an independent professional education program. It is not an insurance license, does not replace state licensing requirements, and is not endorsed by any carrier, insurance department, or regulator. No regulatory education hours or approvals are claimed.