AI · AIC-37

AI for Insurance Agents

12 hours 2 days

Last updated 25 Sep 2026

AI for Insurance Agents is a 12-hour training course by IT Genius Institute. Insurance agents and brokers must communicate with customers and market continuously: creating content and explaining complex insurance products simply,…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

Insurance agents and brokers must communicate with customers and market continuously: creating content and explaining complex insurance products simply, answering customers and managing leads, preparing quotes and plan comparisons, sending renewal reminders, following up on claims, and handling documents and regular-customer care. These tasks are time-consuming, demand high accuracy, and sit in a regulated industry with sensitive customer data. Generative AI helps agents work faster and communicate better, with the key being using it the right way, with verification mechanisms and customer data protection. This course is designed to help agents and insurance teams use AI in real work confidently, safely and

responsibly, covering content and product explanation, creating images and marketing media, customer service and lead care, renewals and CRM, setting up an agent assistant and knowledge base, to automation with n8n, with accuracy, ethics, regulation and PDPA for customer data at the core. This course focuses on marketing, service and administration, with individual advice and underwriting decisions remaining subject to the rules and duties of licensed personnel and company processes. All content is taught through workshops on simulated data, finishing with a capstone project. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level, no AI or programming background required.)

Objectives

Understand how AI changes insurance agent work and choose the right AI tool for regulated tasks
Design prompts for insurance work and keep results accurate and verifiable
Use AI to create content and explain complex insurance products simply, within advertising rules
Use AI to create professional images and marketing media
Use AI to help answer customers, care for leads and give appropriate basic information
Use AI for customer care and CRM, including renewal reminders and claim follow-up
Build an agent assistant and knowledge base with Custom GPT/Gems
Use AI to help with documents and policy summaries with review
Set up automation with n8n, such as renewal reminders and customer follow-up
Set practices for accuracy, ethics, regulation and PDPA for sensitive customer data

Who this course is for

Life and non-life insurance agents and brokers
Sales teams and financial advisors handling insurance products
Marketing teams and social media admins for agents and insurance units
Customer and CRM teams for agents and brokers
Agency team leaders who want to set up safe AI use for their team

Prerequisites

General computer, smartphone and internet skills
Experience using social media or marketing channels to sell insurance
Understanding of your insurance sales and service work or process to use as a case study during training
No AI or programming background required

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop on simulated data with a capstone project. Beginner to Intermediate level, no AI background required. The course focuses on marketing, service and administration, with individual advice and underwriting decisions remaining subject to the rules and duties of licensed personnel. Learners take home a prompt library, an agent assistant (Custom GPT/Gem), content and product-explanation templates, and an accuracy and PDPA checklist.

Day 1: AI for Content, Products and Customer Service

Section 1: AI in Insurance Agent Work

An overview of generative AI in agent and broker work and what changes in the process
AI use cases: content, product explanation, customer service, leads, renewals and documents
Key scope: AI helps with marketing and service, not replacing individual advice or underwriting decisions
Cautions on advertising rules, accuracy and ethical AI use

Section 2: Prompts and Output Control for Insurance Work

A good prompt structure for insurance: role, product, customer group and output format
Instructing AI to reference data and show reasoning so results are traceable
Preventing over-communication and hallucination for terms and numbers
Building an agent prompt library for recurring work

Section 3: Content and Insurance Product Explanation

Using AI to create educational content and marketing captions within advertising rules
Explaining complex insurance products and terms clearly and accurately to customers
Tailoring messages to customer groups without over-promising
Workshop: create an insurance content and product-explanation set with AI

Section 4: Images and Marketing Media with AI

Using AI and Canva to create professional agent images and marketing media
Approaches to creating promotional media transparently, without misleading
Preparing media for campaigns and renewal periods
Workshop: design one marketing media piece with AI and Canva

Section 5: Customer Service and Lead Care

Using AI to help answer customers and give appropriate basic product information
Caring for leads and asking questions to understand customer needs
Preparing standard answer sets and FAQ for sales and service
Workshop: prepare a service message set and FAQ for customer care with AI

Day 2: CRM, Assistants, Documents and Automation

Section 6: Customer Care, CRM and Renewals

Using AI to help care for customers and prioritize, including renewal reminders
Preparing follow-up messages, returning-customer care and claim-status follow-up (in a service role)
Summarizing and categorizing customer data for better care (on masked data)
Workshop: prepare a customer-care and renewal-reminder message set with AI

Section 7: Chatbots and Agent Assistants

Building a Custom GPT or Gem as an assistant answering customer questions on products and basic terms
Embedding product data and FAQ for consistent, controllable results
Connecting the assistant to LINE OA and handing off to the agent when needed
Workshop: build one agent assistant to answer common questions

Section 8: Documents and Policy Summaries with AI

Using AI to help with documents and summarize the key points of policies and terms, always with review
Preparing plan-comparison documents that are easy for customers to understand (based on accurate company data)
Cautions on the accuracy of terms and numbers

Section 9: Agent Automation with n8n

Setting up automation with n8n, such as renewal reminders and automated customer follow-up
Status alerts and after-sales customer care systematically
Connecting data across channels safely and controllably
Workshop: design one simple automation flow for agent work

Section 10: Ethics, Regulation, Customer Data and PDPA

Advertising rules and ethical insurance communication that doesn't mislead
Customer data that must not go into AI: health data, financial data and sensitive data
Personal data under PDPA and a data governance framework for agent work
Setting the team's responsible AI usage guideline

Section 11: Capstone Project and Real-world Adoption

Task: set up an end-to-end AI toolkit for the learner's agent work, from content and product explanation and customer service to an assistant and customer care
Present the work and get feedback from the instructor and peers
A first-30-days adoption plan and setting up safe AI use for the whole agent team

Frequently asked questions

Who is AI for Insurance Agents for, and what background is needed?

Built for Life and non-life insurance agents and brokers · Sales teams and financial advisors handling insurance products · Marketing teams and social media admins for agents and insurance units Background you should have: General computer, smartphone and internet skills · Experience using social media or marketing channels to sell insurance Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does AI for Insurance Agents cost and how long does it run?

THB 7,900 (currently THB 7,110 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.