This AI curriculum is designed specifically for insurance agency leaders, equipping them with the knowledge and skills to leverage artificial intelligence effectively in their organizations. The program focuses first on building a solid understanding of AI fundamentals and then on the opportunities for AI to impact operational workflows and efficiencies profoundly. It explores the potential impact of AI on both the employee and customer experience, assesses your agency’s AI readiness, and explains how to collaborate across the talent spectrum to develop your AI strategy fully.
Audience: Insurance agency leaders, including principals, business practice leaders, team leaders, operations managers, etc.
Level: This is a beginner-level curriculum. The first workshop offers an overview of AI concepts, terminology, and functionality, with use-case examples relevant to the insurance agency business. Workshop Two builds on the foundational elements to identify your agency’s AI readiness and “low-hanging fruit” opportunities. Workshop Three focuses on implementation priorities and change management strategies to get your people interested and engaged. It also explores AI ethics and governance basics and provides tools to draft your AI strategic plan.
Assignments: This is a collaborative and interactive curriculum. Participants are expected to complete all assignments, contribute to discussions, and equally participate in breakout activities. All participants must arrive with their cameras and microphones working.
Technology: Participants will be using Zoom, Miro, ChatGPT, and additional AI tools throughout the session.
Structure: The Curriculum will include the following:
- Pre-Program Kick-Off and Communication
- Pre-Program Assignment
- Workshop 1: AI Fundamentals and Literacy
- Progression Assignment
- Workshop 2: AI Readiness – Your People, Data, Budget, Governance, and Policy
- Progression Assignment
- Workshop 3: Your Agency’s AI Strategy and Implementation Priorities
Program Dates:
Onboarding and Miro Board Overview: Thursday, February 20, 12:00-12:45 PM
Workshop One: Monday, February 24, 12:00-2:00 PM
Workshop Two: Monday, March 3, 12:00-2:00 PM
Workshop Three: Monday, March 10, 12:00-2:00 PM
Your Presenters:
Louise Holmes, ACC, is a leadership development consultant and executive coach with 20 years of experience empowering leaders across industries. She has partnered with organizations including Dell, Hewlett-Packard, Weill Cornell Medical College, as well as the American Management Association and their clients, to craft solutions that help leaders adapt through rapid change. Today, her focus is on the critical need for leaders and organizations to develop AI literacy.
Nancy Langton founded New Level Partners, a learning solutions company with an ed-tech influence dedicated to the insurance industry. Nancy has trained thousands of individuals within the insurance industry. Her specialty areas include Introduction to Insurance, Personal Insurance, High Net Worth Personal Lines, Employee Benefits, Leadership, Service and Sales. She provides guidance to “new to industry” talent up to all leadership levels. She has also developed and collaborated with subject matter experts on a wide range of programs for carriers, agents/brokers, and non-profit associations.