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.
What an AI-run agency does differently from intake to renewal: response speed as a competitive weapon, the ROI math, and the staffing model.
Real before/after case studies and live demo patterns. Making AI ROI tangible without fabricating numbers.
NAIC alignment, state DOI considerations, E&O exposure under AI-assisted workflows.
New: Choose your guide
After each module, an "Inside the Episode" host gives you the practitioner's-eye translation of what you just learned, the part the textbook leaves out. You now choose which of three guides delivers it. Same curriculum, same credential, same standard. Only the delivery style changes. Switch any time. They are, fittingly for a credential about AI, AI creations, and none of them pretends otherwise.
A Lloyd's-of-London heritage and three centuries of risk in his bones. Dry, deadpan, British, and unhurried, he treats AI as the latest instrument of a craft insurance has practiced since 1688. He does not repeat the lesson. He clears the fog around it, with gravitas and a wit so dry you almost miss it.
Pick him if you like dry wit, historical context, and a calm, authoritative voice.
Sharp, warm, fast, and tech-fluent. She can read a treaty and a model card with equal ease, and she turns each lesson into a build plan: what the technology actually does, and what to do with it on Monday. Heritage updated, with the pace of someone who explains hard things for a living.
Pick her if you like a faster, punchy, practical, no-fluff delivery.
Energetic, plainspoken, and built in the field. He grew up in a family agency and learned AI the only way that sticks, by shipping it: an intake bot here, a renewal-flag script there. He tells you what actually happens at 4pm when the system is down and a client is on hold, war story first, fix second.
Pick him if you like real-world, ships-it, skip-the-theory delivery from someone who has been in the trench.
Three guides, one credential. Whichever you choose, you earn the same Certified AI Insurance Credential and meet the same standard.
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.
Free preview
Cinematic orientation to the credential, then a word from Professor Cornelius Underwood, your host across the nine modules.
Watch the Welcome ▸