AI for insurance agents: explain cover in a minute and never lose a renewal
For agents, brokers and claims handlers. About 12 minutes a day (estimate), and AI helps you read policy wordings, compare offers, write to clients and collect claim documents. No promises of payouts and no client data in third-party services.
Practice on your own tasks, every assignment reviewed by an AI coach.
Program in preparation Join the waitlist and we'll let you know when it opens. You can get your learning plan right now.
Sound familiar?
A 60-page policy wording, and the client wants an answer now
Three insurer offers in different formats
A renewal list you never get round to
“Where’s my money?” — on every claim
“Insurers never pay”
How it works
- A program for insurance: policies in plain language, comparing offers, renewals, claims, underwriting and objections.
- A short lesson, then a task on your real work.
- Every answer to a client cites the clause in the policy wording; fair selling based on the client’s needs.
Curriculum
1Levels 1–2. Basics and safety, prompting and dialogue (shared core)
30 short lessons, about 5 weeks: how AI works, where not to trust it, what you must never upload, how to write prompts and check answers. Level 2 earns a certificate of completion.
- Getting started: what an AI assistant is
- First useful tasks for yourself
- AI limits and safety
- Habit and measurement
- Prompt structure
- Dialogue and checking answers
- Working with materials
- Templates and your own assistant
2Level 3. Tools for Insurance Agents & Brokers
Modules built around the real tasks of the profession, with the number of lessons, time and lesson topics. About 4 weeks; the level earns a certificate of completion. Then come level 4, “Automation and agents”, and level 5, “Rolling out in your team” (see the questions below).
- The insurance intermediary’s data perimeter — 2 lessons, ≈12 min: Client data that never goes into AI; AI and fair selling
- Explaining a policy in plain language — 3 lessons, ≈19 min: Working with policy wordings; Exclusions, deductibles and claim payment — in plain words; A buyer’s guide for the client
- Comparing insurer offers — 3 lessons, ≈19 min: A comparison table from PDFs; Checking the table and spotting traps; A recommendation based on the client’s needs
- Renewals and cross-selling — 3 lessons, ≈18 min: Segmenting the renewal base; Renewal letters people read; Cross-selling without pushing
- Claims handling — 4 lessons, ≈25 min: Document checklist by claim type; Case timeline and status updates for the client; Analysing an insurer’s claim denial; Claim photos and documents: AI as an assistant, not an expert
- SME risk underwriting: preparation, not decision — 2 lessons, ≈12 min: A risk summary for a property; Requesting missing information from the client
- Selling insurance and handling objections — 2 lessons, ≈12 min: Objections in insurance; Identifying needs before making an offer
- Content for agents — 2 lessons, ≈11 min: Useful content instead of “buy a policy”; Insurance advertising rules and ad labelling
Sample task: “Does my comprehensive car policy cover flood damage in the car park?” — find the clause in the policy wording and explain it to the client without jargon.
Program in preparation: the planned modules and lessons are shown and may change before release. Times are based on the program plan.
Which AI tools we teach
The set depends on your country and your company's rules. Practice happens in the built-in AI coach.
- ChatGPT
- Claude
- Gemini
- GigaChat
- YandexGPT
- CRM агентства с ИИ
- Fireflies / tl;dv
- Canva
What will change
- In 7 days — anonymised client profiles and answers that cite the policy wording
- In 30 days — comparison tables, renewal templates and claim checklists. Savings are an estimate, confirmed after the pilot
Impact figures are estimates until pilots are measured; in teams they are confirmed by a before/after measurement.
For teams
An agency, a broker or an insurer’s agent network: an AI policy, quality control of client communications and a manager dashboard. 14-day team pilot.
Pricing
Prices are preliminary: plans are not approved yet; the site shows a draft catalog.
Pro
annual$79.99 per year ()
≈ $6.67 per month
7-day free trial on the annual plan. First charge — 7 days after you start. We'll remind you 2 days before the charge.
- All programs as they are released
- Tasks reviewed by the AI coach
- Full prompt library
- Certificates of completion
Pro
monthly$14.99 per month ()
No trial; cancel any time.
Cancel any time in your App Store or Google Play subscription settings — your subscription stays active until the end of the paid period.
Get your plan in 1 minuteQuestions about the Insurance Agents & Brokers program
The insurer already trains us
That training is about their products; ours is about working faster and more fairly with AI, whatever the product.
Our agents are partners, not employees
The Companies plan is billed per seat, so it works for agent networks too: the agency or insurer pays for partners’ seats and can make training a condition of the partnership.
Compliance won’t allow it
The program is built around personal data rules, AI disclosure and a ban on mis-selling — show it to your compliance team.
Does AI interpret policies correctly?
Not always — which is why we teach you to answer only with a reference to the clause, and to check it.
Does this follow our local rules?
We teach principles: data protection, AI disclosure and fair treatment of clients. Your agency policy and your regulator’s rules always come first.
Who is this program for?
Roles covered: insurance agent (self-employed or staff), insurance broker, claims handler, underwriter (SME risks), renewals manager, head of agency. The quiz builds your plan around your role and tasks, starting with the modules you need most.
How does the learning work?
In a mobile app for iOS and Android (a web version comes later). Each lesson is a short explainer, a sample prompt and a task on your real work. The AI coach checks the task against the profession’s rubric and tells you what is missing; if you disagree with the grade, contact support and a team member will review it. You practise in a built-in sandbox with a personal-data filter and review with flashcards. Levels 2, 3 and 5 earn a certificate of completion with a QR code for verification (it is not a formal qualification).
How much time does it take?
About 12 minutes a day (estimate): a quick review, a 5–7 minute lesson and practice; on a busy day, a 3-minute quick session. The core (levels 1–2) is 30 short lessons, about 5 weeks. Level 3 of this program is 21 lessons, 128 min of lesson time, planned for 4 weeks; tasks on your own work take extra time.
What do I need to start?
You must be 18 or older. You need a smartphone (iOS or Android) and an account with your e-mail (sign-in with a code sent to your inbox). No AI experience needed: the plan starts at your level. You do not need separate AI subscriptions — you practise with the built-in AI coach. No customer data needed either: we learn on anonymised examples.
How much does it cost?
There is no free plan. For individuals — Pro, monthly or annual; the free trial is on the annual plan only. For companies — the Companies plan: billed per employee by invoice and contract, from 5 seats; a free pilot is available once the company’s details are verified. Currency: Belarus — Belarusian rubles with the US dollar equivalent, Kazakhstan — US dollars, Poland — euros. See the Pricing page for current prices.
Is the program available yet?
The program is in development: the modules and lesson topics are approved (listed above) and the lessons are being written. The line-up may change before release. The core (levels 1–2) is shared by all programs and in final review. Join the waitlist and we will let you know when it opens. Lessons come out in Russian first; English and Polish versions are in preparation.
What comes after level 3?
Level 4 “Automation and agents” (about 3 weeks): how AI agents and no-code workflows work, how to test them and what can go wrong; niche topics: “Agency assistant for products and policy wordings”, “Automations for intermediaries”, “Human in the loop and AI ethics with clients”. Level 5 “Rolling out in your team” (about 2 weeks): before/after measurement, an AI policy, payback, teaching colleagues; niche topics: “AI policy for an agency or broker”, “Impact and scaling”. The shared lessons of these levels are written; the niche ones are in development.
Waitlist: Insurance Agents & Brokers
Leave your e-mail — we'll write once, when the program opens in your language.
Start with a 4-week plan
Answer 8 questions and we'll build a plan for your role, tasks and time.