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Master AI Insurance Agent Certification · Digital course

MAIAC Level 5 — AI Insurance Agency Automation Specialist

Self-paced enrollment in Level 5 of the Master AI Insurance Agent Certification: Build, secure, and operate AI automations across an insurance agency: agents and orchestration, integrations with the agency management system and CRM, human-in-the-loop approvals, least-privilege access, prompt-injection defences, logging, incident response, and honest return-on-investment measurement.

Modules
5
Estimated time
16 hours
Access
Self-paced

Single-user enrollment

$599.00

One-time purchase
What Level 5 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 5 modules
  1. Module 01

    Agents and Orchestration in Agency Operations

    Tell a prompt, a scripted workflow, and an autonomous agent apart, choose the least autonomous design that does the job, orchestrate multi-step agency work with explicit state and stop conditions, and write the automation charter that fixes scope and blast radius before anything is connected.

  2. Module 02

    APIs, Integrations, and the Agency Systems of Record

    Read an API contract for write scope, irreversibility, rate limits, and retry behaviour; connect to agency management systems, CRMs, carrier portals, document stores, and mail without creating uncontrolled copies of nonpublic personal information; and design mapping, idempotency, and reconciliation.

  3. Module 03

    Human-in-the-Loop Approvals and Access Control

    Design approval gates a licensed reviewer can genuinely use rather than rubber-stamp, apply least privilege to service accounts and machine identities across agency systems, and keep the producer of record in the loop whenever an automation contacts a client.

  4. Module 04

    Securing Automations, Monitoring, and Incident Response

    Defend agentic workflows against prompt injection and tool abuse from client email and carrier documents, log and monitor an automation fleet so a wrong run is visible in minutes, and run an automation incident through containment, notification analysis, rollback, correction, and root cause.

  5. Module 05

    Return on Investment and the Implementation Programme

    Measure automation value honestly against a baseline that includes licensed review time and remediation cost, manage a portfolio of automations through their lifecycle with retirement as a normal outcome, and run an implementation from pilot to production with stop criteria written in advance.

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
  4. Level 4 MAIAC Level 4 — Master AI Insurance Agent Certification (MAIAC)
  5. Level 5 MAIAC Level 5 — AI Insurance Agency Automation Specialist You are viewing this level
  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.