Map your first AI opportunity
Choose a repeatable task, map the handoffs, and define an achievable result.
FOR THE DO-IT-YOURSELF AGENCY
Build your first AI bot. The right way.
Go from curious to capable with insurance-specific lessons, tested instruction templates, hands-on exercises, and a repeatable launch checklist.
6 learning modules Self-paced Templates included
ONE-TIME WORKSHOP ACCESS
$399USD / learner
Access all six modules and download the starter operating instructions.
Create account to enroll Payments are not connected in this preview. Requests are reviewed manually; no payment is taken.A PRACTICAL ROADMAP01 0235 MIN 0338 MIN 0442 MIN 0534 MIN 0641 MIN
A real workflow, from first idea to a controlled launch.
These are complete text-based lessons with practical exercises and editable curriculum in the administrator dashboard. Your own recorded lesson videos can be added in a future update.
28 MIN
Write bot instructions that hold up
Translate agency SOPs into specific actions, boundaries, and escalations.
Build an email & service triage bot
Classify incoming messages, draft helpful responses, and route work for review.
Prepare quotes & proposals with AI
Prepare cleaner submissions and consistent side-by-side comparisons.
Create a lead follow-up workflow
Turn incomplete leads into organized next steps with clear contact permissions.
Test, launch & monitor responsibly
Create a go-live checklist, review logs, and plan ongoing improvement.
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