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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
5
Estimated time
14 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 5 modules
  1. Module 01

    Insurance Prompting Patterns

    Build structured, reusable prompts for coverage explanations, comparisons, and correspondence that name the source documents, constrain the output, and end with a review instruction.

  2. Module 02

    Policy Documents, Proposals, and Client Communications

    Use AI to summarise policy documents, turn quote comparisons into neutral proposal narratives, and draft correspondence that preserves disclosures and stays within what the forms say.

  3. Module 03

    Research and Verification in Insurance Work

    Use AI to organise research across forms, carrier guidelines, and state rules while treating every answer as a claim to be verified against the official document, and treat pasted material as untrusted input.

  4. Module 04

    Client Service and Claims Communication with AI

    Support billing, certificate, endorsement, and renewal service and first-notice-of-loss communication with AI while never making or implying a coverage or claim decision, and escalating what must reach a person.

  5. Module 05

    Professional Responsibility, Records, and Audit Trails

    Classify insurance data before it reaches an AI tool, apply privacy and security duties to nonpublic personal information, keep marketing within advertising rules, and maintain an audit trail of AI use on every file.

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.