Implementation example · Insurance
How a 10-person insurance broker learns AI
An independent broker that helps small businesses find the right cover. The team of 10 works with over 30 insurers to compare policies and negotiate premiums, and puts clear, jargon-free advice first.
- 10 people
- 7 roles
- Insurance

Who learns what, and what it could be worth
10 peopleThe hours saved are your estimate: change them per role. The value uses the cost of an hour below.
-
Managing Director1 person
Learns to use AI to draft client proposals and summarise insurer policy changes.
$2,208 AI training for Managing Director -
Senior Broker2 people
Learns to use AI to generate comparison tables from multiple quotes and draft emails to clients.
$4,416 AI training for Insurance Broker -
Account Executive2 people
Learns to use AI to handle initial data entry and pre-fill renewal forms.
$4,416 AI training for Account Executive -
Claims Manager1 person
Learns to use AI to summarise claim documents and draft updates to clients.
$2,208 AI training for Insurance Claims Manager -
Risk Consultant1 person
Learns to use AI to research industry risk trends and draft risk reports.
$2,208 AI training for Insurance Risk Analyst -
Marketing Coordinator1 person
Learns to use AI to write social media posts, newsletters, and analyse campaign data.
$2,208 AI training for Marketing Coordinator -
Admin/Reception2 people
Learns to use AI to sort emails, schedule appointments, and generate invoices.
$4,416 AI training for Receptionist
What could it be worth? Your own estimate
Change the numbers to fit your team. This is a calculation on your numbers, not a promise or a measured result.
Counted over 46 working weeks a year, from the hours per role above.
How this team would get started
- 1Upload your team list
A .csv or Excel file with names, emails and job titles. We match every job title to its job, and you check the list before anyone gets an email.
- 2Everyone gets their own 3 steps
Courses for their own job with AI Expert certificates, their AI set up in about 15 minutes, and an AI Coach with a new idea for their work every day.
- 3You follow the progress
Lessons, certificates and hours saved per person, plus a monthly team report. Never what anyone types into their AI.

Tools this team already uses: Microsoft 365 (Outlook, Excel, Word, Teams), HubSpot CRM, Xero, DocuSign, Adobe Acrobat, BrokerQuote Pro. The courses and AI kits work with ChatGPT, Claude and Microsoft 365 Copilot.
Rather have it done for you? Complete AI Business ↗ sets up AI for a whole team in 7 days.
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