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 AI Essentials for Insurance Agents — whether through a one-time payment or a flexible payment plan — you’re unlocking access to a comprehensive, expertly designed training system built for insurance agents.
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
%201.svg)
AI Beginner’s Essentials eBook (24 pages) — A clear, content-rich guide covering 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 automated prospecting systems and client nurture flows.
Market Growth & Intelligence Tools — Learn to outpace competitors using AI-driven insights, targeting, and benchmarks.
AI Agents Deep Dive — Practical training on chatbots, CRMs, Apollo.io, and Tidio showing you exactly how to integrate them into your business.
$199
Our Pricing Options
One-Time Payment Plan
Free
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 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 automated prospecting systems and client nurture flows.
Market Growth & Intelligence Tools — Learn to outpace competitors using AI-driven insights, targeting, and benchmarks.
AI Agents Deep Dive — Practical training on chatbots, CRMs, Apollo.io, and Tidio showing you exactly how to integrate them into your business.
$199
What You’ll Walk Away With
• 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 most agents don’t yet have.
