Step 1 · The Foundation
Discovery, a platform decision, data rules, 5 to 10 workflows built in your own AI environment, and two days on site. Starting at $12,000.
If you searched for AI training for an insurance agency, you are in the right place, and training is part of it. The Foundation is four weeks: we run discovery on your workflows and every AI tool and account your team already uses, recommend one platform to consolidate on, set up the tools and the rules, build your first 5 to 10 workflows in your own AI environment, and spend two days on site with your whole team. You leave with a platform decision, written data rules, working AI on your own client work, and a library the agency owns.
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, and it never answers the question a carrier or your largest client will eventually ask: where has our data been? So the audit and the rules come first, then we build the workflows on your actual accounts, and the two days on site are your team running their own renewals and their own reconciliations through tools set up for their agency.
The longer version of how this fits together is in our practical guide to AI for insurance agencies. If you run a benefits agency, the benefits page lays out why this quarter matters more than the next one.
Use case discovery and a data and exposure audit, a platform to consolidate on with the tools and rules installed, your first 5 to 10 workflows built in your own AI environment, two days on site with your whole team, a shared prompt and skill library, and the first 60 days of the Integrated AI Partner retainer.
Which workflows would move first. Every tool in use, every account, what data has gone where, and what it is costing you today. You will have the answer to the carrier's question before they ask it.
One recommendation on which platform to standardize on, whether that is Claude, Copilot or Hatz AI. Then approved tools, PHI-safe configurations, and an acceptable-use policy your team will actually follow, because the safe path is also the fast one.
On your real accounts, in accounts you control. You pick the ones that hurt most.
On your systems, on your live accounts. Not a webinar, not a lunch-and-learn.
So the agency owns the know-how, not one person's chat history. It lives in the Integrated AI Learning Hub, where new hires can pick it up.
Two monthly briefings before the first invoice. After that it is month to month with 30 days' notice, and everything built during the Foundation stays yours either way.
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.
Both engagements ran on the sequence the Foundation now packages: data rules first, workflows built in the agency's own templates, then two days on site on live client work.
A two-day onsite 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.
Discovery to trained team in about six weeks, timed ahead of open enrollment, with 10 Claude Projects built in LaSalle's own templates and a signed HIPAA-aware AI Governance Policy.
Both are benefits engagements, which is also why we publish a dedicated page for benefits agencies. The method is the same for property and casualty work, but we would rather point you at proof than at claims.
$500 per additional seat. Pricing valid for engagements signed through December 31, 2026.
An 18-person agency, for example, is $16,000 for the Foundation and then $2,000 a month from month three. The full breakdown, including what is not in the number, is in what AI training for an insurance agency costs.
State incumbent-worker training grants can often reimburse employers 50 to 90 percent of eligible training costs. Whether the on-site days qualify depends on your state, and the application has to go in before training starts, so the guide to state training grants is worth ten minutes before you pick a date.
You see two briefings before the first retainer invoice. After that it is month to month with 30 days' notice. No annual contract, nothing to unwind.
Then the Integrated AI Partner retainer, by team size
| Up to 10 people | $1,500 a month |
| 11 to 25 people | $2,000 a month |
| 26 and up | $2,500 a month |
The Integrated AI Partner retainer is already running by week four, and it works like your own AI department. A monthly briefing on what changed and what we already updated for you, a quarterly team refresher, on-call support, and new workflows as your needs grow. You see two briefings before the first invoice, and after that it is month to month with 30 days' notice. No annual contract, nothing to unwind.
If you decide after the 60 days that your team has what it needs, everything built during the Foundation stays yours: the approved tools, the policy, the library, and the workflows in your own accounts. We describe how the whole relationship is meant to build in training is the foundation.
A four-week engagement for insurance agencies. We run discovery on the workflows and every AI tool and account the team already uses, recommend one platform to consolidate on, set up the tools and the rules, build the agency's first 5 to 10 workflows in its own AI environment, and spend two days on site with the whole team. The agency leaves with a platform decision, written data rules, working AI on its own client work, a shared library it owns, and the first 60 days of the Integrated AI Partner retainer.
Four weeks. Week one is the data and exposure audit. Week two is tools and rules: approved tools configured, policy written, library built. Week three is two days on site with the whole team. Week four the agency is live, with the first monthly briefing done and on-call support open. The first week is mostly us asking questions.
Starting at $12,000 for the first 10 seats, plus $500 per additional seat. That includes the first 60 days of the Integrated AI Partner retainer. After that the retainer is $1,500, $2,000 or $2,500 a month depending on team size, month to month with 30 days' notice. Pricing is valid for engagements signed through December 31, 2026.
The Integrated AI Partner retainer, which is already running and works like your own AI department: a monthly briefing on what changed and what we already updated, a quarterly team refresher, on-call support, and new workflows as your needs grow. The first 60 days are included, so the agency sees two briefings before the first invoice. After that it is month to month with 30 days' notice. No annual contract.
The client does. The approved tools, the policy, the library, and the workflows in the agency's own accounts stay with the agency whether or not the retainer continues. Strict data-handling agreements apply, and nothing a client provides is used to train external or shared models.
A 30-minute call. Bring your client count and your team size. You leave with the exposure audit dates on the calendar, or a clear reason not to. 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.
Book a 30-minute call with Brad. Bring your client count and your team size. Leave with the exposure audit dates on the calendar, or a clear reason not to. 60 days of the retainer before the first invoice, and 30 days to walk away after that.