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Artificial Intelligence Masterclass

Put AI to Work

An 8-Week Program for Independent Insurance Agencies

Per Class
$499
+ fees
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Full Series
$2499
+ fees
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Starts October 6th

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Stop Experimenting With AI. Start Putting It to Work.

AI can save time, improve workflows and help your agency work smarter. But knowing AI is powerful isn’t the same as knowing how to use it well.

 

Catalyit’s AI Masterclass for Independent Insurance Agents is a practical, eight-week program that helps you turn AI into something your agency can actually use.

Built for Real Agency Work

Skip the theory. Apply AI to the work insurance agencies do every day:

  • Renewal preparation
  • Prospect research
  • Account reviews
  • Client follow-up
  • Coverage comparisons
  • SOP creation
  • Marketing and sales
  • Document research
  • Data analysis
  • Internal training

You’ll explore tools including ChatGPT, Claude, Gemini Notebook, Otter.AI, Canva, HeyGen and AI agents—but the focus stays on the business problem, not the software.

Who Should Attend

This course is built for independent insurance:

  • Agency owners and principals
  • Managers
  • CSRs and account managers
  • Producers
  • Marketing teams
  • Operations staff
  • Agency technology champions

If you're ready to move from

“We’re trying ChatGPT.”

to:

“Here’s how we use AI in our agency.”

his class is for you.

Best fit: Individuals who influence how work gets done, not just those with formal authority.
See It. Try It. Build It.

What You'll Learn

This isn’t a lecture series. Participants follow a structured progression, where each week combines:

Short prerecorded lessons  |  Insurance-specific demonstrations  |  Practical exercises  |  Downloadable tools  |  Online discussions  |  Live support  |  Short quizzes

Plan on about two hours per week.

Week-by-Week Focus

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Week 1

Live Kickoff: Your AI Starting Point

Identify where AI can create the most value and choose the workflows you want to improve.

Build: Your three target AI workflows

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Week 1
Week 2

Understanding AI & Choosing the Right Tool

Learn how AI works, where major tools fit and how to choose the right tool for the job.

Build: Your AI tool strategy

understand
Week 2
Week 3

Prompting: From Questions to High-Quality Work

Learn simple and advanced prompting techniques that produce better, more consistent results.

Build: A reusable insurance agency prompt

prompt
Week 3
Week 4

Build Practical AI Workflows

Turn one-off AI tasks into repeatable business processes—with human review built in.

Build: An agency AI workflow

workflow
Week 4
Week 5

AI for Marketing, Sales & Growth

Use AI to improve marketing, prospecting, follow-up, cross-selling and content creation.

Build: A multi-channel marketing campaign

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Week 5
Week 6

Build Your First AI Assistant

Create an AI assistant designed to support a specific agency role or task.

Build: Your first agency AI assistant

build-bot
Week 6
Week 7

Responsible AI & Building an AI-Ready Agency

Address hallucinations, privacy, confidential information, human review and AI governance.

Build: Your agency AI-use guidelines

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Week 7
Week 8

Live Session: What Did You Build?

Turn what you’ve learned into an actionable plan for your agency.

Build: Your 90-day AI adoption plan

present
Week 8
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What Makes This Different

Real agency workflows. Real insurance use cases.

Business Problem First

Start with the work you want to improve, not the latest AI tool.
Business Problem First

Practical, Not Technical

No coding. No AI expertise required.
Practical, Not Technical

Build Every Week

Create prompts, workflows, campaigns, assistants and guidelines you can use.
Build Every Week

Human Accountability Stays Human

AI assists with the work. People remain responsible for the outcome.
Human Accountability Stays Human

What You'll Walk Away With

Your Masterclass toolkit includes:

  • AI Tool Selection Guide
  • Insurance AI Prompt Library
  • Reusable prompt frameworks
  • Practical agency AI workflows
  • Marketing Prompt Pack
  • Brand Voice Template
  • AI Assistant Builder
  • Human-in-the-Loop Matrix
  • Agency AI-Use Policy
  • AI Governance Checklist
  • 90-Day AI Implementation Plan

You’ll also get support along the way:

  • Two live interactive sessions
  • Optional weekly office hours
  • AI tool demonstrations
  • Implementation guidance
  • Online community discussions
  • Recordings and resource library access

You won’t just finish the course asking,
“What did I learn?”

You’ll be able to answer:
“What did I build?”

Not just more AI knowledge. A practical system for putting AI to work.

What Could AI Change in Your Agency?

Agencies that participate can expect to:

Save Time

Reduce repetitive drafting, summarizing and research.

Improve Consistency

Turn successful prompts into repeatable workflows.

Work More Responsibly

Set clear rules around privacy, accuracy and human review.

Strengthen Marketing & Sales

Create content, prepare for prospects and follow up faster.

Build an AI-Ready Agency

Create the skills, processes and guardrails to keep moving forward.

Ready to Put AI to Work?

AI is already changing how insurance agencies operate.

The opportunity isn’t simply to give employees another tool. It’s to create better ways to work.

Join Catalyit’s AI Masterclass for Independent Insurance Agents and turn AI from an experiment into a practical agency capability.

Starts October 6, 2026

Enroll Now

Frequently Asked Questions

Do I need AI experience?

No. The Masterclass is designed for beginners and people already experimenting with AI.

Do I need to know how to code?

No. This course is built for insurance professionals, not programmers.

Is this just a ChatGPT class?

No. You’ll explore multiple AI tools and learn how to choose the right one for the task.

Is it specific to insurance?

Yes. Demonstrations, exercises and workflows focus on independent insurance agency work.

How much time will it take?

Plan on approximately two hours per week.

Will I actually build something?

Yes. You’ll create prompts, workflows, a marketing campaign, an AI assistant, agency AI guidelines and a 90-day implementation plan.

What about AI accuracy and client information?

Responsible use is a core part of the program, including privacy, hallucinations, verification and Human-in-the-Loop controls.

Can multiple people from my agency participate?

Yes. Participation across different roles can help your agency identify more AI opportunities.