Three modules below. The full nine cover foundations, workflows, vendor methodology, distribution depth, consulting design, and safety / E&O.
01
AI Foundations
Vocabulary, model classes, vendor landscape primer, prompt patterns that actually move work.
VocabularyModel classesPrompt patterns
02
Agentic Workflows
Where AI replaces a step vs. an entire workflow. Where the seams are inside a typical agency.
Step vs workflowAgency seamsAutomation limits
03
Build / Buy / Borrow
Vendor selection methodology. When to license, when to integrate, when to walk.
Vendor selectionLicense vs integrateWhen to walk
04
Carriers, Brokers, MGAs, Digital Distribution
AMS integration landscape. Where AI is being adopted at each layer.
AMS integrationAdoption by layerDistribution
05
Consulting Engagement Design
Scoping, deliverables, pricing, scope creep, evaluating an agency's readiness.
ScopingDeliverablesPricingReadiness
06
Vendor Landscape
Quarterly-refreshed view of who's real, who's hyped, who serves the retail/MGA/wholesale layer.
Quarterly refreshReal vs hypedRetail / MGA / wholesale
07
The Agentic Agency
What an AI-run agency does differently from intake to renewal: speed as a competitive weapon, ROI math, staffing.
Intake to renewalROI mathStaffing model
08
Case Studies & Demo Patterns
Real before/after case studies and live demo patterns. Making AI ROI tangible without fabricating numbers.
Before/afterLive demosTangible ROI
09
AI Safety, Security & E&O
NAIC alignment, state DOI considerations, E&O exposure under AI-assisted workflows.
NAIC alignmentState DOIE&O exposure