The summary
AI training for insurance helps broker owners, agency directors and insurance teams use ChatGPT, Claude and other tools for renewal preparation, document organisation, client communications and business development. Our half-day programme is for up to eight people and costs 拢2,299 +VAT, online or in person across the UK. Advice, coverage decisions and compliance approval stay with your responsible team.
You are still waiting for a schedule, the client has changed a detail and someone needs to turn a long email trail into a clear next step. Meanwhile, the new business pipeline needs attention. This session is built around the broker鈥檚 working day: less time pulling information together, more time asking the questions that matter.
Start with a fictional commercial renewal file and your own checklist. Ask AI to map the information supplied, quote where it found each item and list what is missing. A broker verifies the result, then uses it to draft the next information request. The exercise improves preparation; it does not decide suitability or whether a risk is covered.
Track preparation time per renewal, outstanding information at agreed checkpoints and the number of drafts returned for correction. Those measures help an owner decide whether the workflow earns its place.
AI should not independently determine cover, recommend a product, settle a claim or certify a communication as compliant. Policy wording, exclusions and client circumstances need qualified human review. We agree rules for personal information, claims details and confidential commercial data before practical work begins. Training does not replace your compliance process or professional advice.
We work with tools such as Claude, ChatGPT, Gemini, Perplexity and Microsoft Copilot, choosing what fits the task and your approved environment. We agree priorities beforehand, practise together and leave you with reusable materials. Tool subscriptions and any integration work are discussed separately.
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The half-day gives your team a practical starting point. More advanced training is available when you have a clear workflow worth developing.
Set approved tools, information boundaries, review responsibilities and escalation routes.
Develop prospect research, proposals and relationship-building for your chosen market.
After the introductory foundations, build repeatable document and account administration workflows.
The Claude Code pathway runs from Introduction to Claude Code to Advanced Claude Code and Building Agents in Claude Code. Take the previous module or bring equivalent experience before moving up.
10 minutes. No commitment. We鈥檒l talk through your book of business, the admin around it and where your team needs clear rules before using AI.
Insurance broker owners, agency directors, account executives and operations teams. The main focus is the administration, communication and development work around an insurance business.
AI may help organise supplied documents and identify questions, but it can miss material differences. Coverage interpretation, suitability and recommendations require your qualified team and established checks.
No course can certify every use case as compliant. We help your team establish practical working habits and information boundaries; your own responsible people must approve tools, processes and client-facing work.
Yes, for agreed administrative workflows such as timelines, correspondence drafts and handovers. The session does not delegate claim decisions, settlement authority or coverage decisions to AI.
The half-day programme is 拢2,299 +VAT for up to eight people, delivered live online or in person. Takeaway materials and 30 days of follow-up are included. Tell us your location and requirements when you enquire so the full arrangements can be confirmed.
No. We start with the tools and the briefing habits you need for the agreed tasks. You practise on examples relevant to your team and learn to check the result. No coding is required for the half-day sector session.
Yes. We are based in Witney, Oxfordshire and deliver in person across the UK, or live online. We agree the location, practical arrangements and session priorities before booking.
Choose a deeper module based on the work you want to improve. Options include AI policy, winning business, GEO and the Claude Code pathway. Advanced Claude Code requires the introductory module or equivalent experience; Building Agents requires the advanced foundations.
Book a free 10-minute intro call through Get In Touch, or email Learn@TheOxfordAISchool.com. We discuss your team, the tasks you want to improve and the right training before confirming a date.