Start here
If you read one page, read the guide. It covers the whole sequence: which workflows move first, what governance has to say, what it costs, and what changes for the team.
- AI for insurance agencies: a practical guide
The five-step sequence that works, the questions that stall agencies, and honest answers to each one.
Money and grants
- What AI training for an insurance agency costs
The $25K engagement and what is in it, what is not, what grants can take off, and how to run the payback math yourself. - Using state training grants to pay for AI training
How incumbent-worker programs work, why the application must come before training starts, and how to find your state's version.
Governance, data and compliance
- What belongs in an insurance agency's AI governance policy
The sections the policy needs, and how to build the rules into the work instead of a binder. - Client data, HIPAA and PII: using AI without exposure
The real risks, what to check in a vendor agreement, and the controls that keep sensitive fields out. - AI training and insurance CE credit: where things stand
What we issue today, why CE runs through ethics and E&O framing, and what we are building toward.
Choosing what to build
- How to pick the first workflows to put on AI
The two-part test we use in discovery, how to run the audit yourself, and what to leave alone. - AI training or an AI tool: what actually changes
How the two purchases differ, how each one fails, and the questions that decide it.
Want the opinionated version?
The guides answer questions. The essays argue positions. Both come from the same engagements.
Start with the five use cases every agency builds in week one for the real before-and-after times, or read all the essays. If you would rather talk to a person, the training engagement begins with a free 30-minute call.