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.
Money and grants
What AI training for an insurance agency costs
The $12,000 Foundation and what is in it, what is not, the retainer tiers, what grants can take off, and how to run the payback math yourself.
Read the guide GrantsUsing 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.
Read the guideGovernance, 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.
Read the guide DataClient 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.
Read the guide CE creditAI 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.
Read the guideChoosing 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.
Read the guide ComparisonAI training or an AI tool: what actually changes
How the two purchases differ, how each one fails, and the questions that decide it.
Read the guideWant 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 Foundation begins with a 30-minute call.