Four weeks to approved tools, written data rules, and your first workflows built on the real accounts your account managers and producers run every day, with two days on site for the whole team. Then a partner who keeps the library current as the models change, so nobody on your team has to.
Day one of training with your producers went well. They’re running carrier quote comparisons with AI now. We’re using the same template you’ve always sent clients, and it takes about ten minutes instead of an afternoon.
Brianna · AI trainerThis is not a tooling decision. AI is the cost structure every agency will be measured against, and the gap compounds with every quote, every service call and every hire. Nobody sends the other two a warning. They get a quieter renewal season, then an offer from a platform.
Their clients are, and their competitors are. At the next client meeting the client already has an opinion about whether the agency is behind, and employers now name a broker's failure to use AI as a reason to leave.
Where it ends: losing accounts on service and price.
Personal accounts, no approved tools, no data rules, nobody tracking the spend. Census data sitting in a personal AI account with no business associate agreement, and nothing written down when the person who set it up leaves.
Where it ends: acquired, or absorbed into a platform.
Approved tools, data rules in writing, a shared library, and someone whose job is to keep up as the models change. When a carrier asks where the data has been, the answer is one sentence. Their people move fast and nothing blows up.
Where it ends: choosing its clients, setting the price.
In Zywave's 2026 survey of 1,400 employers, failing to use modern technology and AI appeared among the reasons to leave a broker for the first time. 71 percent now expect a strategic advisor, up from 56 percent in 2023.
Zywave, 2026 Broker Services SurveyPE-backed platforms did 72 percent of agency deals in 2025. Every office they buy gets a stack, a policy and training within months. That is the other bidder at your next RFP.
OPTIS Partners, 2025 agency M&AThe consumer plans of ChatGPT, Claude and Gemini are not covered by a business associate agreement, and conversations can be used for training unless each person opts out. Census data in a personal account is outside your control.
OpenAI, Anthropic and Google BAA policiesThe AMS and benefits platform vendors are shipping AI agents inside the products your team already uses. The features arrive whether anyone has been trained on them or not.
| Which one are you? | 1Not using AIExposed | 2AI with no planExposed | 3Infrastructure and a partnerAhead |
|---|---|---|---|
| Team is using AI on client work | |||
| Approved tools for client data, written downQ1 | |||
| Can say where client data has been in 90 daysQ2 | |||
| Someone owns what changed in AI last monthQ3 | |||
| Still winning accounts in five years | Exposed | Exposed | Ahead |
In place Happening, unmanaged Missing
Three in the last column and you don't need us. Anything less, and a carrier or a client asks the question before you have the answer.
We start with the Foundation: four weeks to approved tools, written data rules, and working AI on your real accounts. The Learning Hub holds the library. The Integrated AI Partner retainer keeps all of it current as the models change.
We audit every AI tool and account your team already uses and trace where data has gone. Then we set up the tools and the rules: approved tools, PHI-safe configurations, an acceptable-use policy your team will follow because the safe path is also the fast one. Your first 5 to 10 workflows get built on your real accounts, and we spend two days on site with your whole team running them. Not a webinar, not a lunch-and-learn.
Training itself happens hands-on, onsite and live. The Learning Hub backs it up, virtual labs and courses, certification, and a capture of every real, working use case each agency builds. Train a company → capture their use cases → the library grows and gets more valuable → the next client is easier to serve. A proprietary asset that compounds with every engagement.
Visit the Learning Hub4 agencies in training · 40+ insurance-specific use cases in the library
Real use cases, built in client engagements
Last 12 weeks · the library compounds
Across 40+ captured insurance use cases
Virtual courses and labs that back up the hands-on, onsite sessions, plus a certification tracked in one place for the whole agency.
Every working use case each agency builds is captured and reused, so the library compounds with every client we train.
The Hub and its insurance use-case library build enterprise value in their own right, something no generalist trainer has.
Better proposals. Faster turnarounds. Dashboards you build on the fly in a renewal meeting. This is quickly becoming table stakes, and it's exactly what your team walks away able to do.
A few of the engagements we're proud of. Every metric verified against the client's own systems, not vanity numbers.
A two-day onsite training arc that left the team with 11 production Claude Projects and a signed AI Governance Policy, turning hours of template-driven busywork into minutes of advisor-reviewed output.
A tech-enabled benefits brokerage went from discovery to a trained team in about six weeks, timed ahead of open enrollment: 10 production Claude Projects built in LaSalle's own templates, a signed HIPAA-aware AI Governance Policy, and a two-day onsite taught on live client work. Measured outcomes land at the 30- and 60-day reviews.
Most of what's out there is one or the other: AI experts who have never worked a renewal, or insurance veterans a few prompts deep into AI. Real adoption takes all three: deep AI expertise, strategy consultants who have run transformations for 20+ years, and people who know the insurance industry. We bring all three, plus founding Claude partner credibility and a use-case library that grows with every client.
Answer six quick questions. We'll score your readiness and estimate the hours your team could recover every week, specific to insurance work.
Estimate only, based on typical insurance workflows. Your discovery call includes a tailored breakdown.
It starts with a 30-minute call. Bring your client count and your team size, and leave with the audit dates on the calendar, or a clear reason not to.
We inventory every tool and account, trace where data has gone, and pick your workflows.
Approved tools configured, policy written, library built and loaded with your workflows.
Two days with your whole team on your systems, your accounts, your real client work.
First monthly briefing with ownership, on-call support open. The next 60 days of the retainer are on us.
Every engagement starts with the Foundation and a 30-minute call. You see two briefings before the first retainer invoice. After that it is month to month with 30 days' notice. Pricing is valid for engagements signed through December 31, 2026.
The first 10 seats included, $500 per additional seat. Approved tools and data rules first, then working AI on your real accounts.
By team size: $1,500 up to 10 people, $2,000 for 11 to 25, $2,500 for 26 and up.
Systems work for agencies that have proven they can run the simpler version.
Thinking, teardowns, and frameworks from the people actually training insurance teams on AI, not just writing about it.
Carrier quote comparisons, benefit booklets, census-to-bill reconciliation, open enrollment campaigns, and compliance notices, with the real before-and-after times from our client engagements.
Essay · 8 minA heavily-trained, commission-driven industry with mandatory continuing education and template-heavy workflows. Why AI adoption compounds faster in insurance than anywhere else.
Framework · 7 minDiscovery, governance, build, train, sustain. What comes after training: recurring builds, integrations, and transformation, only as far as it makes sense, and you own everything either way.
Four weeks. A data and exposure audit of every AI tool and account your team already uses, approved tools, PHI-safe configurations and an acceptable-use policy in place, your first 5 to 10 workflows built on your real accounts, two days on site with your whole team, a shared prompt and skill library the agency owns, and the first 60 days of the Integrated AI Partner retainer.
Starting at $12,000 for the first 10 seats, plus $500 per additional seat, including 60 days of the retainer. After that the Integrated AI Partner retainer is $1,500 a month for up to 10 people, $2,000 for 11 to 25, and $2,500 for 26 and up, month to month with 30 days' notice. Pricing is valid for engagements signed through December 31, 2026.
Then the audit is where we start: every tool in use, every account, what data has gone where. Consumer AI accounts, on any model, come with no business associate agreement, so client and employee data in personal accounts is outside the agency's control until approved tools and written rules replace them. That is the second group, and it is the one the Foundation was built for.
Insurance is a heavily-trained, commission-driven industry with hundreds of thousands of licensed agents and mandatory continuing education. The bar for AI training is low, the urgency is high, and proof and references compound faster here than anywhere else. We go deep before we go wide.
We issue a credential and are building toward continuing-education eligibility. To qualify for insurance CE, courses must be framed as ethics / E&O / compliance rather than "software training," so we file in our active states first. It's genuine differentiation, and honestly, it's medium-effort work, not an instant easy button.
Often, yes. State incumbent-worker training grants can reimburse employers 50 to 90 percent of eligible training cost, but they generally must be applied for before training starts. Whether the two on-site days qualify depends on your state, and we will flag it on the call.
You do. The approved tools, the policy, the library, and the workflows in your own accounts stay with the agency whether or not the retainer continues. We operate under strict data-handling agreements, and nothing you provide is used to train external or shared models.
The Integrated AI Partner retainer, which is already running: a monthly briefing on what changed and what we updated for you, a quarterly team refresh, and on-call support. You see two briefings before the first invoice. After that it is month to month with 30 days' notice. No annual contract, nothing to unwind.
Book a 30-minute call with Brad. Bring your client count and your team size. Leave with the exposure audit dates on the calendar, or a clear reason not to. 60 days of the retainer before the first invoice, and 30 days to walk away after that.