Your team learns AI on your own client work.

What is Insurance AI Training?

A hands-on, on-site engagement that teaches your account managers and producers to use AI on their own work. Our team builds the working Claude Projects in your templates before training starts. Your team trains on them using live client files. Everyone leaves with working use cases, a signed AI Governance Policy, a library of prompts and projects the agency owns, and a credential.

Most AI training for insurance is a demo. Somebody shows your team a chat window, everyone nods, and by Friday nothing has changed. The reason is not that the team is slow. It is that a demo never touches the work sitting in their inbox. We do it the other way round: before we arrive, we take your actual workflows and build them, so the training session is your team running their own renewals and their own reconciliations through tools built for their agency.

If you want the longer version of how this fits together, start with our practical guide to AI for insurance agencies.

What does the engagement include?

Discovery, governance, build, training, and a credential. Concretely: a discovery pass over your real week, an AI Governance Policy written and signed before anything is built, working Claude Projects built in your own templates, on-site hands-on training, and ongoing access to the Integrated AI Learning Hub and its use-case library.

1. Discovery. We walk your actual week with the people doing the work and surface the workflows where AI would move first. At LaSalle Benefits this surfaced 20 candidate use cases. The ten highest-value were built and ten were roadmapped.
2. Governance. An AI Governance Policy is written and signed before anyone touches a keyboard. Where the work touches protected health information, that policy is HIPAA-aware. The rules then get built into the projects themselves, so compliance does not depend on anyone remembering.
3. Build. Our team builds the working Claude Projects, one per use case, each with your templates, worked examples, voice rules, and data guardrails inside it.
4. Train. On-site, hands-on, on live client files. Not sample data. Your team rebuilds this week's real work using the projects built for them.
5. Sustain. Everything lands in the Integrated AI Learning Hub, so the library keeps growing after we leave and new hires can pick it up.

The workflows we build first are usually the same five, and we walk through each one with real before-and-after times in the five use cases every agency builds in week one. If your work does not look like those five, the method we use to pick the first workflows will get you to your own list.

What has this produced for other agencies?

A five-person group benefits team left a two-day onsite with 11 production Claude Projects and now recovers 7 to 13 hours per week, with Phase 1 payback in under 9 weeks. A benefits brokerage put 10 renewal-season workflows on Claude in about six weeks, timed ahead of open enrollment.

Both are benefits engagements, which is also why we publish a dedicated page on AI training for benefits brokerages. The method is the same for property and casualty work, but we would rather point you at proof than at claims.

What does it cost?

The training engagement is $25K, delivered on-site, with ongoing access to the Integrated AI Learning Hub. State incumbent-worker training grants can often reimburse employers 50 to 90 percent of training costs, but they generally must be applied for before training starts.

We put the full breakdown, including what is and is not in the number, in what AI training for an insurance agency costs. If you want to know whether a grant could cover most of it, the guide to state training grants explains how the programs work and what to check before you commit to a date. The sequencing matters more than anything else there: applying after training starts usually disqualifies the whole claim.

What happens after the training?

Only as much as makes sense. Some agencies take the use cases and run. Others move to a recurring partnership from $2,500 a month for new projects and ongoing support, and some go further into custom builds and integrations. There is no obligation beyond the engagement, and everything your team built stays yours either way.

We describe the whole ladder in training is the foundation, and the ongoing tier has its own page: the recurring AI partnership.

How do we start?

A free 30-minute discovery call. We walk your actual week, tell you honestly which workflows would move first, and flag whether grants apply in your state. No pitch deck.

If it is not a fit, we will say so on the call. The engagements that work are the ones where the team has real, repeatable, template-driven work and a principal willing to make time for two days of it. If that is you, book a discovery call and we will start with your week, not our slides.