C5 / Advanced (professional)
AI for Insurance Agencies
Explore probability & risk pooling, underwriting & rating basics, agency operations & crm. Work through applied exercises and develop a project you can explain, test, and improve.
A certificate issued by this academy is a certificate of completion only. It is not accredited. It is not approved by the Ohio State Board of Career Colleges and Schools (SBCCS) or any other state agency. No income or employment outcome is promised.
10 modules≈135 learner hoursSelf-paced draft
YOUR TAKEAWAYS
What you will practice
- Explain the core theory of probability & risk pooling.
- Apply methods from agency operations & crm.
- Analyze trade-offs in ai intake & quoting assistants.
- Evaluate solutions involving consent, tcpa, call recording.
- Design and build vendor evaluation.
- Produce the capstone: compliant AI front-desk design for a real agency, defended to a human reviewer.
THE LEARNING PLAN
Inside the course
- 01Probability & risk pooling
- 02Underwriting & rating basics
- 03Agency operations & CRM
- 04Ohio/NAIC regulation; NAIC AI model bulletin
- 05AI intake & quoting assistants
- 06Claims triage
- 07Consent, TCPA, call recording
- 08Bias & fairness testing
- 09Retention analytics
- 10Vendor evaluation
TRY THE MATERIAL
A little of what is inside.
EXCERPT FROM THE STUDENT MATERIAL
An insurance policy is a contract in which the insurer promises to pay for specified losses in exchange for a premium. Economically, insurance converts a large, uncertain loss into a small, certain cost. It works because of two mathematical facts — the law of large numbers and the central limit theorem — and it fails when the conditions behind those facts break down. Every AI tool you build for an insurance agency in this course sits on top of this foundation, so we begin with probability.
Excerpt from C5. The full curriculum is not publicly downloadable in this preview.