Hands-on training built on the real workflows your account managers and producers run every day. Every person leaves with working AI use cases for their specific job function. Your team sees results in the first few weeks.
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 trainerMost agencies have tried an AI tool or two by now, and most found the same thing: licenses get bought, a few people poke at it, and nothing changes. The missing piece isn't leadership commitment, it's adoption. Vision comes from the top; adoption is built person by person, task by task, inside the team's real work. That's exactly what we train.
We lead with insurance AI training as the foundation, support and certify it through the Integrated AI Learning Hub, and build on it with recurring work and transformation. Training comes first; everything we build on top is where the value compounds.
A dynamic, in-person and remote training program taught on the real workflows your producers, account managers, and service teams run every day, renewals, intake, claims notes, carrier comparisons, not generic "prompting 101." Your team leaves with working AI in hand and an AI Governance Policy in place.
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.
Every relationship starts with the training engagement, then climbs the ladder as far as it makes sense. All engagements start with a free discovery call. Grants can offset the cost.
The hands-on training engagement built around your agency's real workflows.
Stay ahead after training: monthly hours, new Claude Projects, custom builds, and support.
Phase-2 integrations and advisory that wire AI into how the agency actually runs.
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.
A hands-on program, on-site, taught on your agency's real workflows: renewals, intake, claims notes, carrier comparisons, and more. Our team builds the working use cases, your team trains on them during the sessions, earns a credential, and leaves with an AI Governance Policy and a library of prompts and Claude Projects.
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 50–90%, but they generally must be applied for before training starts. We'll flag whether grants or CE budgets apply during the discovery call.
You do. Everything your team builds is yours. We operate under strict data-handling agreements, and nothing you provide is used to train external or shared models. The Integrated AI Learning Hub keeps your use cases available to you.
Training is the foundation, not the finish. From there the relationship can build on it, recurring hours and new Claude Projects, Phase-2 transformation builds, ongoing enablement and advisory, only as far as it makes sense for you. There's no obligation beyond the engagement.
Book a free 30-minute discovery call with Brad. No pitch. Just an honest conversation about your team, where AI fits, and whether grants can offset the cost.