The Risk & Insurance Education Alliance opened enrollment Tuesday for the Certified AI Insurance Credential (CAIC), a new certification that trains insurance professionals to evaluate, implement, and govern artificial intelligence without jeopardizing client relationships or regulatory standing. The credential arrives as agencies and carriers face mounting pressure to adopt AI tools while managing the errors-and-omissions exposures those tools create.
Jay Greene, CLCS, founder of Agentic Insurance AI, developed the program after watching the industry struggle with a practical question: how to put AI to work responsibly. "AI decisions are already landing on insurance desks every day: which tool to buy, which workflow to automate, what to promise a client," Greene said. "We built the CAIC, so professionals make those calls from knowledge instead of a sales deck."
What the credential covers
The CAIC combines nine self-paced video modules, knowledge checks, and a proctored final examination. Participants get 12 months of access to the course content and must complete annual updates to maintain the credential as the technology evolves. The curriculum addresses AI fundamentals, property and casualty workflow applications, vendor evaluation, governance practices, regulatory considerations, and the E&O exposures specific to AI adoption.
The credential is owned and operated by Agentic Holdings LLC. Continuing education credit is pending state approval and will be administered through The Alliance.
An established educator enters the AI space
The Alliance has delivered professional education for the risk and insurance industry for more than five decades. The organization views the CAIC as a necessary addition to its portfolio as artificial intelligence reshapes insurance operations, client service expectations, and professional responsibility standards.
"The pace of AI adoption continues to accelerate across insurance," said William Hold, CRM, CISR, President & CEO of the Risk & Insurance Education Alliance. "The CAIC provides a practical framework for understanding both the opportunities and responsibilities that come with AI, empowering professionals to make informed decisions while protecting the trust placed in them by clients and organizations."
Why this matters for insurance professionals
The CAIC addresses a gap between vendor promises and practitioner reality. Rather than teaching abstract AI concepts, the curriculum frames every topic - from workflow automation to vendor selection - around the compliance and liability standards regulators now expect of insurers using AI. For producers, underwriters, and agency principals, that means the difference between adopting AI based on a sales pitch and making decisions backed by a documented, defensible framework. Professionals interested in broader applications of AI for insurance can pair this credential with training that covers claims processing, underwriting, and risk assessment. Those in leadership roles may also benefit from resources focused on AI for executives and strategy to align governance decisions with organizational goals.
Enrollment is now open. Learn more at The Alliance website.
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