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Master AI Insurance Agent Certification · Digital course

MAIAC Level 2 — Certified AI Insurance Professional

Self-paced enrollment in Level 2 of the Master AI Insurance Agent Certification: Apply AI to the everyday work of a licensed insurance professional: structured prompting for coverage explanations, proposals, service replies, claims communication, and research, with the verification, privacy, and record-keeping habits regulators expect.

Modules
14
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$499.00

One-time purchase
What Level 2 covers Review the complete curriculum The six-level program

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 14 modules
  1. Module 01

    From Foundations to Practice: The Level 2 Operating Model

    Level 2 turns the foundations into an agency routine. This module triages a task before any tool sees it, runs an assisted task from carrier documents to a deliverable a licensed producer has reviewed, tests a vendor accuracy claim before trusting it, and keeps the account AI use record while the work happens.

  2. Module 02

    Prompting Architecture for Coverage, Quoting and Service Tasks

    This module builds the reusable agency prompt: a context header naming line, state, form edition and effective date, supplied documents instead of recall, constraints that keep output inside the licence, an explicit cannot-be-determined answer, disciplined refinement, and design that treats client emails and attachments as data rather than instructions.

  3. Module 03

    The Agency Prompt Library: Governance, Versioning and Retest Triggers

    An agency prompt library is only as safe as its governance. This module gives every entry an owner and a version, tests entries before release, sets retest triggers worked through real changes to consent rules, Colorado law and the OWASP list, and shows how licensed managers supervise library use and retire entries.

  4. Module 04

    Controlled Drafting From a Verified Account File

    Drafting is where an agency puts words about coverage in front of a client. This module builds the verified account file a draft may rely on, writes closed-file drafting instructions, teaches how to catch invented limits and smoothed-over gaps, and sets the boundary between a first draft and what a licensed producer must own.

  5. Module 05

    Reviewing Policies, Applications and Carrier Documents Against a Checklist

    Extraction is only useful if someone checks it. This module builds the field-level checklist an agency reviews policies, applications and carrier documents against, works out what a small field error does to an application, compares what was requested with what was quoted and issued, and handles the items no checklist covers.

  6. Module 06

    Account Files, Versions and the Reviewer Sign-Off Record

    A file that cannot show how a document was prepared cannot answer a question about it. This module sets what the account file must record about preparation, sources and review, maps the retention duties that already apply whatever produced a document, builds version discipline for AI-assisted work, and writes the reviewer sign-off record.

MAIAC

Levels in this programme

  1. Level 1 MAIAC Level 1 — AI Foundations for Insurance Professionals
  2. Level 2 MAIAC Level 2 — Certified AI Insurance Professional You are viewing this level
  3. Level 3 MAIAC Level 3 — Advanced AI Insurance Operations
  4. Level 4 MAIAC Level 4 — Master AI Insurance Agent Certification (MAIAC)
  5. Level 5 MAIAC Level 5 — AI Insurance Agency Automation Specialist
  6. Level 6 MAIAC Level 6 — Certified AI Insurance Instructor

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.