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, then on the opportunities for AI to make a profound impact on operational workflows and efficiencies. It explores the potential impact of AI on both the employee and customer experience, and on assessing your agency’s AI readiness and how to collaborate across the talent spectrum to fully develop your AI strategy.

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 the AI concepts, terminology, and functionality, with use case examples relevant to the insurance agency business. Workshop Two builds off 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, explores the basics of AI ethics and governance, and provides tools to draft your AI strategic plan.

Assignments: This is a collaborative and interactive curriculum. Participants will be expected to complete all assignments, contribute to discussions, and equally participate in breakout activities. All participants need to arrive with their cameras and microphones working.

Technology: Participants will be using Zoom, Miro, ChatGPT, and additional AI tools throughout the session.

AI_Fundamentals

Structure: Webinar format. The Curriculum will include the following:

  • 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:
Workshop One: Monday, March 2, 1:45-3:30 PM
Workshop Two: Monday, March 9, 2:00-3:30 PM
Workshop Three: Monday, March 16, 2:00-3:30 PM

The current program sessions are now closed.

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.

Testimonials:

“I thoroughly enjoyed the AI sessions. The breakout sessions were so valuable, because it allowed me to hear feedback and ideas from other agency principals. I will definitely recommend this class to other agency principals.’

“The strategy and planner are very helpful in assessing our current situation, opportunities and challenges, providing me with a roadmap for implementation.”

“The class was well done. I like the interaction from the participants and presenters. I also really like the hands-on experience with AI. The presenters kept the classes engaging - which is not easy! I would recommend this class to others that want to learn more.”