AI for Insurance Agents is a course in using AI for insurance agency work, from explaining complex products simply within advertising rules to marketing materials, customer replies, lead care, renewal reminders and reviewed policy summaries. It suits life and non-life insurance agents and brokers, financial advisors and agency team managers.
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.)
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.
Section 1: AI in Insurance Agent Work
Section 2: Prompts and Output Control for Insurance Work
Section 3: Content and Insurance Product Explanation
Section 4: Images and Marketing Media with AI
Section 5: Customer Service and Lead Care
Section 6: Customer Care, CRM and Renewals
Section 7: Chatbots and Agent Assistants
Section 8: Documents and Policy Summaries with AI
Section 9: Agent Automation with n8n
Section 10: Ethics, Regulation, Customer Data and PDPA
Section 11: Capstone Project and Real-world Adoption
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
Give the AI the actual product documents, such as the brochure and policy conditions, and ask it to explain them in plain language for a specific customer group, using example scenarios. It must keep coverage, exclusions and key conditions intact and cite the relevant clause for every point. Check the result against the source before use, because a simplification that drops an exclusion can mislead customers.
Check every figure and condition against the original policy: sum insured, coverage by section, exclusions, waiting periods, deductibles, start and end dates and beneficiaries. Ask the AI to cite the clause or page for each point so you can verify quickly, and have a licensed person review the summary before it goes to the customer. This course practises AI policy summaries with a review step.
Health information is sensitive personal data under PDPA, which requires explicit consent and stricter handling than ordinary data. Do not paste names, ID card numbers or identifiable medical history into general AI tools; mask or replace them with codes first, use business accounts that do not train models on your data, and limit who can access customer files.
It suits life and non-life insurance agents and brokers, sales teams and financial advisors, marketing staff at insurance agencies, and agency managers who want their teams to use AI safely. No AI or programming knowledge is needed. You should be able to use a computer, smartphone and the internet, have used social media for sales, and understand your own insurance sales and service process.
You will be able to explain insurance products simply within advertising rules, create content and marketing materials with AI, use AI to answer customers and nurture leads, produce reviewed policy summaries, build an agent assistant in Custom GPT or Gems, and automate renewal reminders with n8n, following sound ethics and PDPA practice. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.
Yes. It can be run in-house for your agency or insurance team, with examples adapted to your work, such as the products your team sells, using simulated data. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.
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