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Master AI Insurance Agent Certification · Digital course

MAIAC Level 3 — Advanced AI Insurance Operations

Self-paced enrollment in Level 3 of the Master AI Insurance Agent Certification: Design, document, and measure AI-assisted agency workflows: standard operating procedures, risk tiering, a knowledge base the model can cite, safe AMS and carrier-portal integration, quality assurance sampling, escalation paths, and a capstone workflow redesign.

Modules
14
Estimated time
40 hours
Access
Self-paced

Single-user enrollment

$549.00

One-time purchase
What Level 3 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 Task to System: The Operations View of Agency AI

    Level 3 opens with the shift from one careful AI-assisted task to work many people run across many accounts and carriers: why volume turns a rate into a count, how busy reviewers stop looking, how a tool can lift one measure while quietly lowering another, and why a named owner and a measured baseline come before any redesign.

  2. Module 02

    Mapping a New Business, Renewal or Service Workflow Before Automating It

    Before any tool is added, map the workflow as it really runs: undocumented steps, carrier variations and exceptions; how data moves between the agency and its carriers; where a licence is required; where review must happen and what records each step must leave; and a per-step baseline measured from the agency's own work.

  3. Module 03

    Risk-Tiering Agency AI Tasks by Consumer Consequence and Reversibility

    This module builds a tier grid for agency AI tasks from the consequence to the consumer and how reversible an error is, raises tiers for autonomy, opacity, change and vendor dependence, attaches review depth, reviewer licence, records and escalation to each tier, and keeps a tiering register with triggers for re-tiering.

  4. Module 04

    Writing an SOP a Licensed Reviewer Can Enforce

    How to write a standard operating procedure for AI-assisted agency work that a licensed reviewer can actually enforce: steps, checks, evidence, sign-off and exceptions; delegation and supervision under producer licensing law; checks designed to resist automation bias; and testing the SOP on a new team member before it goes live.

  5. Module 05

    Building a Retrieval Corpus From Agency Knowledge

    How to build the collection of carrier guidelines, forms, procedures and rule summaries that an agency AI tool retrieves from: what to admit, how to tag every document by carrier, state, line, edition and date, how to track provenance and keep client information out, and how to own a corpus that can also carry injected instructions.

  6. Module 06

    Retrieval Failure Modes: Superseded Editions, Wrong State and Wrong Line

    How an agency retrieval tool confidently returns the wrong version, taught through real traps: a superseded Colorado rule text, stale regulator pages, a vacated consent rule and a fiduciary rule that never took effect; then wrong state, wrong line, gap-filling, poisoned documents and drift, with defences such as edition tags, date filters and a "not answered" route.

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
  3. Level 3 MAIAC Level 3 — Advanced AI Insurance Operations You are viewing this level
  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.