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Course Outline
Foundations of Generative AI for Insurance Teams
- Understanding the underlying mechanisms of ChatGPT and Claude
- Recognizing strengths, limitations, and hallucination risks
- Implementing safe practices for handling client and policy data
Prompt Engineering for Reliable Outcomes
- Constructing effective and precise prompts
- Iterating and refining AI-generated outputs
- Developing reusable prompt templates for consistency
Enhancing Client Communications and Document Creation
- Drafting and polishing emails and formal letters
- Generating concise document summaries for clients
- Maintaining a consistent, professional tone in all correspondence
In-Depth Policy Analysis and Coverage Comparison
- Identifying key coverage terms and exclusions
- Comparing specific clauses across different policies
- Clarifying insured amounts and policy limits
Data Extraction from PDF Documents
- Uploading and querying large PDF files
- Converting extracted information into structured tables
- Efficiently managing multi-page policy documents
Excel Analysis for Commission Data
- Cleaning and preparing spreadsheet data for analysis
- Generating and explaining complex formulas
- Summarizing key results and identifying exceptions
Developing a Commission Reconciliation Workflow
- Integrating portfolio data with insurer reports
- Cross-referencing data against agreed-upon conditions
- Detecting errors, gaps, and data inconsistencies
Reconciling Producer Commissions
- Applying the workflow to producer payment verification
- Matching commissions with agreed-upon rates
- Flagging discrepancies for further review
Workflow Reusability within Microsoft 365
- Saving standard templates and prompt structures
- Integrating AI capabilities with Excel files
- Scaling the workflow across multiple insurers and policies
Data Privacy, Quality Control, and Team Adoption
- Anonymizing sensitive policy information
- Verifying AI outputs for accuracy before deployment
- Embedding AI tools into daily operational routines
Capstone Project: End-to-End Commission Reconciliation
- Reconciling an anonymized dataset
- Generating a comprehensive exception report
- Documenting the reusable workflow for future use
Requirements
- Basic familiarity with ChatGPT or Claude, including general conversational usage
- 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, commission handling, and client interaction
- Members of operations and finance teams tasked with commission reconciliation
14 Hours
