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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 Playing 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 (including Claude Code and Claude Design), Gemini Notebook, Microsoft Copilot, Granola, Otter.AI, Canva, HeyGen, Descript 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.”

this class is for you.

No coding. No AI expertise required. Just a willingness to learn, test and build.

Best fit: If you can identify work in your agency that takes too much time, happens repeatedly or could be done more consistently, this class is for you.

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 

Plan on about two hours per week.

Week-by-Week Focus

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Week 1

Live Kickoff: Your AI Starting Point

Tuesday, October 6
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

Tuesday, October 13
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

Tuesday, October 20
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

Tuesday, October 27
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

Tuesday, November 3
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

Tuesday, November 10
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

Tuesday, November 17
Address hallucinations, privacy, confidential information, human review and AI governance.

Build: Your agency AI-use guidelines

globe-book
Week 7
Week 8

Live Session: What Did You Build?

Tuesday, November 24
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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Meet Your AI Masterclass Guide

Matt Smith
Director of Growth Operations, IIAT
AI Adoption & Innovation Strategist, Catalyit

Matt Smith is an AI adoption and innovation strategist with more than 20 years of experience in marketing, technology and business strategy. He's passionate about solving problems, finding the right tools for the job and helping organizations use AI in practical, responsible ways.

In the AI Masterclass, Matt will help you cut through the hype, understand where AI can actually help your agency and build the skills and workflows to put it to work with confidence

More About Matt
Matt S

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

You’re Not Taking This Class Alone

Learn AI with agents who are figuring it out right alongside you. You'll get exclusive access to the private Catalyit AI Masterclass Community on Circle where you can ask questions, share ideas, compare workflows, and see how other independent agencies are putting AI to work.

More information coming soon.

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
  • Access to a private AI Masterclass community hosted in Circle
  • 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.