P5 / Practical / introductory
AI Receptionist & Knowledge Base for Insurance Agencies
People who want to build and support an AI receptionist and knowledge-base assistant for small independent insurance agencies.
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.
8 lessons4.2 lesson hours + practiceSelf-paced draft
YOUR TAKEAWAYS
What you will practice
- Practice skills in: How a small agency works
- Practice skills in: Build the knowledge base
- Practice skills in: Guardrails
- Practice skills in: Scripts
- Practice skills in: Privacy and security
THE LEARNING PLAN
Inside the course
- 01How a small agency works
- 02Build the knowledge base
- 03Guardrails
- 04Scripts
- 05Privacy and security
- 06Demo and sales
- 07Support and maintenance
- 08Your own licensing question
TRY THE MATERIAL
A little of what is inside.
EXCERPT FROM THE STUDENT MATERIAL
A typical independent agency has a principal (owner, licensed), a few licensed producers who sell, and customer service representatives (CSRs) who handle service. Common calls: - New quotes: "I need car insurance." → gather basic info, book a call with a licensed producer. - Service: "I need to add a car," "change my address," "I need proof of insurance (ID card)." Some can be handled by sending a request to a CSR; anything that changes coverage must be done by licensed staff. - Billing: "When is my payment due?" Often handled by the insurance company (carrier), not the agency. - Claims: "I was in an accident." → give the carrier's claims…
Excerpt from P5. The full curriculum is not publicly downloadable in this preview.