Master AI. Transform Your Future.

AI is rewriting the rules for insurance agents. Whether you’re just starting or ready to scale, our step-by-step courses give you the tools, strategies, and confidence to stay ahead of competitors and win in today’s AI-powered market.

Explore Our Courses

Choose the course that fits your goals. Each program combines expert training, ready-to-use tools, and real-world strategies so you can apply AI with impact from day one.

The New AI Frontier - Free Beginner Course

Step into the future of business — for free. The New AI Frontier is your fast-track introduction to the world of artificial intelligence, built specifically for business owners and entrepreneurs. In less than an hour, you’ll understand what AI really is, how it’s reshaping industries, and the practical steps you can take to start using it today. Backed by SmartBiz AI’s 40-page AI Essentials for Business Owners Workbook, this no-cost course delivers instant clarity and real-world value — not hype. Enroll free today and discover the foundation every SmartBiz AI student builds on.

SmartBiz AI Mastery Path for Business Owners

Unlock the ultimate AI advantage for your business. The SmartBiz AI Mastery Path combines over ten world-class courses into one powerful journey—covering every core function of modern business, from marketing and sales to operations and leadership. It all begins with our beginner-friendly AI Essentials Course, guiding you from zero experience to total confidence in applying AI. By the end, you’ll have mastered practical AI tools and workflows that help you scale faster, cut costs, and outpace your competition. This isn’t just a course—it’s your masterclass in business transformation.

AI Essentials for Insurance Agents

Unlock the power of AI in your agency. Learn how to prospect smarter, manage renewals, and deliver faster, personalized service. Stay ahead of competitors—master AI today.

Winning in Small Group with AI

Stop losing small group opportunities to price-only agents. This course shows you how to prospect smarter, deliver polished proposals, and become the AI-powered advisor small businesses can’t ignore.

Winning in Medicare Advantage with AI

Medicare Advantage is changing fast. This course gives you the AI-powered edge to prospect compliantly, handle objections with confidence, retain more clients, and build a brand seniors trust.

Winning with AI‑Powered Marketing

Craft clearer messages, ship campaigns faster, and learn what works—all without extra headcount. This course gives you copy‑ready prompts and simple workflows for email, web, and offers so you publish with confidence.

Winning with AI for Customer Service

Cut response times and raise satisfaction with AI‑assisted replies, updated knowledge bases, and a friendly, consistent voice. Keep humans in the loop while routine work gets lighter.

Winning with AI for Time Management

Reclaim hours each week by automating routine writing, planning, and follow‑ups. Learn simple habits that shorten meetings, clean up notes, and turn tasks into done.

Winning with AI‑Powered Sales Prospecting

Find and qualify leads faster, write warmer outreach, and keep follow‑ups on track. Use practical prompts to research accounts, draft messages, and build short sequences that convert.

Winning with AI for Social Media

Plan smarter calendars, write honest hooks, and publish faster. Turn long content into clean posts and track what works with simple, repeatable prompts.

Winning with AI for Financial Insights

Turn raw numbers into clear summaries and simple forecasts your team understands. Spot trends, reduce waste, and explain decisions in plain language.

Winning with AI for Team Communication

Write clearer updates, SOPs, and handoffs with less back‑and‑forth. Summarize meetings, capture decisions, and make next steps obvious for everyone.

Winning with AI for Website & Content Creation

Ship pages and posts faster without losing your voice. Use AI to outline, draft, and polish web copy that’s readable, useful, and search‑friendly.

Winning with AI for Competitive Research

Make sense of markets and competitors in hours, not weeks. Scan positioning, offers, and trends—then turn findings into simple plays you can act on.

Winning with AI for Hiring & HR

Write better job posts, screen applications faster, and smooth onboarding. Standardize feedback and policies with clear, human language that protects your brand.

Ready to Get Started?

AI isn’t optional anymore. Explore our course lineup, choose the path that fits your goals, and enroll today to start building your AI-powered advantage.Select a course above to see details and enroll instantly through Teachable.

Start Your AI Journey Now – Enroll Today!