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Course Outline
Essentials of Generative AI for Insurance Teams
- Understanding the mechanics of ChatGPT and Claude
- Recognizing strengths, limitations, and hallucination risks
- Ensuring the safe handling of client and policy data
Prompting Strategies for Reliable Outcomes
- Constructing effective prompts
- Refining and iterating on outputs
- Creating reusable prompt templates
Client Communications and Document Creation
- Drafting and polishing emails and formal letters
- Creating client-friendly document summaries
- Maintaining a consistent professional tone
Policy Analysis and Coverage Evaluation
- Identifying coverage details and exclusions
- Comparing clauses across different policies
- Determining insured amounts and coverage limits
Data Extraction from PDF Documents
- Uploading and querying large PDF files
- Transforming extracted text into tabular formats
- Managing multi-page policy documents
Excel Analysis for Commission Data
- Preparing and cleaning spreadsheet data
- Generating and interpreting formulas
- Summarizing results and identifying exceptions
Constructing the Commission Reconciliation Workflow
- Integrating portfolio data with insurer reports
- Verifying data against agreed terms
- Identifying errors, omissions, and inconsistencies
Reconciling Producer Commissions
- Applying the workflow to producer payments
- Aligning commissions with agreed rates
- Highlighting discrepancies for further review
Ensuring Workflow Reusability in Microsoft 365
- Storing templates and prompts for future use
- Integrating AI capabilities with Excel files
- Scaling the process across multiple insurers and policies
Data Privacy, Quality Assurance, and Adoption
- Anonymizing sensitive policy information
- Validating AI outputs prior to implementation
- Incorporating AI into daily operational routines
Capstone: End-to-End Commission Reconciliation
- Processing an anonymized dataset
- Generating an exception report
- Documenting the reusable workflow
Requirements
- Basic experience with ChatGPT or Claude, even at a conversational level
- Proficient working knowledge of Microsoft Excel
- Active access to Microsoft 365 for Business
Target Audience
- Insurance brokers, agents, and back-office staff responsible for policy management, commissions, and client liaison
- Operations and finance team members involved in commission reconciliation
14 Hours
