Credential Structure
The Certified AI Insurance Credential is built like a practitioner program, not a literacy designation. Each module ends with a scenario-based quiz. Pass all nine, sit the master exam, and build a capstone you'll actually use.
Modules are sequenced so each one builds on the last. You can complete them at your own pace, but the quiz on each module must be passed before the next opens.
Vocabulary, model classes, vendor landscape primer, prompt patterns that actually move work. Free preview available.
Where AI replaces a step vs. an entire workflow. Where the seams are inside a typical agency.
Vendor selection methodology. When to license, when to integrate, when to walk.
AMS integration landscape. Where AI is being adopted at each layer.
Scoping, deliverables, pricing, scope creep, evaluating an agency's readiness.
Quarterly-refreshed view of who's real, who's hyped, who serves the retail/MGA/wholesale layer.
Running a 1-day internal AI workshop for an agency. Activities, scoping, follow-through.
Turning advisory engagements into repeatable products. Pricing AI work in insurance.
NAIC alignment, state DOI considerations, E&O exposure under AI-assisted workflows.
After you pass quizzes on all 9 modules, you sit for the master exam. 90 minutes, proctored, scenario-based. Covers vendor evaluation, workflow design, governance, regulatory considerations, and consulting deliverables across the full curriculum.
The exam is the gate. Pass it and you're cleared for the capstone.
You build an Agency AI Transformation Plan for a real or hypothetical insurance agency. Components:
The capstone is yours to keep. Most students walk out with a deliverable they can use in a real consulting engagement immediately.
This is what separates CAIC from point-in-time designations. An autoresearch pipeline ingests vendor announcements, regulatory updates, and AI capability shifts daily. Material refreshes are pushed to enrolled students monthly. Your credential stays current as the field moves.
If a vendor we cover gets acquired, repositioned, or replaced by a better tool, the module updates. If NAIC drops a new bulletin on AI, the governance module updates. If a new agentic workflow becomes industry standard, the workflows module updates. You don't have to come back for a new designation every 18 months.
Waitlist
One email when applications open. One email when launch goes live. No spam, no drip.