Small Group Strategy Guides — Plain-English breakdowns of ACA rules, compliance, an
market positioning.
AI Essentials for Insurance Agents
AI isn’t optional for insurance agents anymore — it’s survival. This beginner-level course gives you the complete playbook to understand, adopt, and master AI for your agency. From first steps with ChatGPT to advanced automation strategies, you’ll get the knowledge, tools, and hands-on practice to prospect smarter, close more business, and serve clients better than ever before.
Our Pricing Options
When you enroll in SmartAgent AI — whether through a one-time payment or a flexible payment plan — you’re unlocking access to a comprehensive, expertly designed training system built exclusively for insurance agents. Here’s everything you’ll receive with your enrollment:
One-Time Payment Plan
$197/One Time
Thank you! Your submission has been received!
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Monthly Payment Plan
$89/Three Payments
Thank you! Your submission has been received!
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What’s Included
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Hands-On Exercises & Role-Plays — Practice using AI for outreach, objection handling and renewals.
AI Prompt Vault for Small Group Agents — Ready-to-use, copy-tweak-paste prompts for prospecting, proposals, and objections.
Contextual continuity training for better client interactions
Proposal & Renewal Playbooks — Frameworks for executive summaries, cover letters and client communication.
Brand & Differentiation Toolkits — Templates and
AI prompts to build your market presence.
AI prompts to build your market presence.
Automation Workflows — Repeatable systems for prospecting, onboarding, and servicing.
Long-term roadmap for staying ahead in
the small group market
the small group market
Our Pricing Options
When you enroll in SmartAgent AI — whether through a one-time payment or a flexible payment plan — you’re unlocking access to a comprehensive, expertly designed training system built exclusively for insurance agents. Here’s everything you’ll receive with your enrollment:
One-Time Payment Plan
$197/One Time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Monthly Payment Plan
$89/Three Payments
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
What’s Included
Medicare Advantage Strategy Guides — Plain-English breakdowns of compliance rules positioning, and prospecting best practices.
Hands-On Exercises & Role-Plays — Practice using AI for outreach, objection handling and renewals.
AI Prompt Vault for Medicare Agents — Copy-tweak-paste prompts for prospecting compliance, and client communication.
Contextual continuity training for client interactions.
Renewal & Retention Playbooks — Frameworks for summaries, client updates, an proactive communication.
Brand & Differentiation Toolkits — Templates and
AI prompts to build your trusted advisor brand.
AI prompts to build your trusted advisor brand.
Automation Workflows — Step-by-step systems for prospecting, appointment setting and servicing.
AI Tools Vault for Medicare Advantage agents.
Our Pricing Options
When you enroll in SmartAgent AI — whether through a one-time payment or a flexible payment plan — you’re unlocking access to a comprehensive, expertly designed training system built exclusively for insurance agents. Here’s everything you’ll receive with your enrollment:
One-Time Payment Plan
$497/One Time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Monthly Payment Plan
$199/Three Payments
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
What’s Included
AI Beginner’s Essentials eBook (24 pages) — A clear, content-rich guide covering a fundamentals, key terms, and ChatGPT basics, so you start with confidence.
Companion Workbook — Interactive exercises, reflection prompts, and challenges that ensure you don’t just learn AI — you apply it directly in your agency.
Prompt Vault & Frameworks — Pre-built prompts, the SmartAgent Prompting Framework, and advanced engineering strategies for immediate results.
Sales Funnel & Automation Playbooks — Step-by-step strategies for building automate prospecting systems and client nurture flows.
Market Growth &Intelligence Tools — Learn to outpace competitors using AI-drive insights, targeting, and benchmarks.
AI Agents Deep Dive — Practical training on
chatbots, CRMs, Apollo.io, and Tidioshowing you exactly how to integrate them
into your business.
chatbots, CRMs, Apollo.io, and Tidioshowing you exactly how to integrate them
into your business.
What You’ll Walk Away With
By the end of this course, you will:
• Speak confidently about AI and ChatGPT with clients, peers, and prospects.
• Have repeatable workflows and prompt strategies tailored to your agency.
• Automate time-consuming sales and service tasks so you can focus on closing business.
• Position yourself as the AI-powered agent in your market — a competitive edge mostagents don’t yet have.
