Who I am
I am a co-founder of Integrated AI and the implementation partner on our training engagements. I run them from discovery through onsite delivery and certification, which means I am the person sitting with your account managers and producers walking through their actual week.
Integrated AI is a Founding Claude Partner based in North Charleston, South Carolina. We train insurance agencies and brokerages to use AI on their own work rather than in the abstract: carrier quote comparisons, renewal analysis, benefit booklets, census-to-bill reconciliation, client proposals, claims notes, and open enrollment communications.
What I have worked on
Training engagements with insurance agencies and benefits brokerages, from the discovery pass through building the projects, the onsite training days, and the governance policy that gets signed before any of it.
AFC-AIS: an AI-powered back office in 30 days
- Five-person team, two-day onsite
- 11 production Claude Projects delivered
- 7 to 13 hours per week recovered
- Phase 1 payback in under 9 weeks
LaSalle Benefits: 10 workflows in six weeks
- 20 use cases surfaced in discovery, 10 built
- Discovery to trained team in about six weeks
- Signed HIPAA-aware AI Governance Policy
- Timed ahead of open enrollment
What I have written
Guides on how agencies adopt AI, what it costs, and what governance has to cover, plus essays on what actually changes for the people doing the work. Everything below is written from engagements we have run, with real numbers where we have them.
Guides
- AI for insurance agencies: a practical guide
- What AI training for an insurance agency costs
- Using state training grants to pay for AI training
- What belongs in an insurance agency's AI governance policy
- Client data, HIPAA and PII: using AI without exposure
- AI training and insurance CE credit: where things stand
- How to pick the first workflows to put on AI
- AI training or an AI tool: what actually changes
Essays
- The five use cases every insurance agency builds in week one
- Why insurance is the right wedge for AI training
- Training is the foundation. Here is what we build on it.
- Will AI replace account managers and producers?
How to reach me
Email Brad@integrated-ai.com, or book a discovery call. The call is 30 minutes and free, and if AI training is not right for your agency I will tell you on the call.
My colleagues are on the team page: Nicole Gordon leads the Integrated AI Learning Hub, the use-case library, and custom builds and integrations, and Mark Gordon partners with agency leadership on transformation strategy.