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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
14
Estimated time
40 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 14 modules
  1. Module 01

    What an Agent May Do in an Insurance Agency: Authority and Its Limits

    Level 5 opens with authority: the three levels an AI agent may hold in an insurance agency (suggest, act inside the agency, act outward only with a named person's approval), the excess that turns a fooled model into a wrong action, the written register that bounds each agent, and the licensed acts that never go to an agent at all.

  2. Module 02

    Orchestrating Intake, Scope of Appointment and Lead Consent

    Automating the front door of an agency without letting a tool sell: intake, scheduling and document requests that hand the sale to a licensed producer, Medicare Advantage scope of appointment and TPMO duties, Marketplace consent before assisting, and call consent for AI voices and telemarketing, mapped so each consent is captured before the step that needs it.

  3. Module 03

    Orchestrating Renewals, Policy Changes and Recurring Service

    Automating the work that recurs every term without letting it become the last line of defence: a designed backstop behind every renewal reminder, carrier downloads that can fail silently, renewal letters and change notices that must not misstate terms, and service requests that close only when the work is actually done.

  4. Module 04

    The Integration Map and Data Contracts

    Before an automation moves one record, the agency maps every system it touches (management system, CRM, carrier portals and downloads, rater, e-signature, telephony), names the ACORD formats in play as voluntary vocabularies, writes a data contract at each boundary, and records the nonpublic information, service providers and consent conditions each flow carries.

  5. Module 05

    Agency Management System and Carrier Portal Integration: Read First, Write With Approval

    Integrations with the agency management system and carrier portals start read-only and earn each write. This module separates a proposed change from a submitted one, so no application, endorsement or cancellation leaves without licensed release; covers Marketplace consumer confirmation; and checks every model output before a system of record accepts it.

  6. Module 06

    Premium Payments, Payee Changes and Segregation of Duties

    No automation moves premium or claim money. This module maps where agency automations meet payments, refunds and payee details, splits duties so no single agent or person can both change payment details and release funds, verifies every payment change out of band, and makes sure the people who approve money prove who they are with strong authentication.

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.