AI+ Insurance Professionals
Risk, Claims and Client Service Reimagined
Insurance AI that survives an Ombudsman challenge.
You're drafting coverage decisions, claims correspondence, and renewal proposals one at a time — while the governance questions around AI sit unanswered in your inbox. AI+ Insurance Professionals gives you 31 ready-to-use prompt templates across underwriting, claims, broking, and fraud, the INSURE Protocol for insurance data governance, and a 30-day adoption plan. Written for the regulated realities of your work, not adapted from a generic productivity guide.
- 31 ready-made, market-tested prompts: underwriting, claims, broking, fraud documentation, client communication
- The INSURE Protocol — six-component AI governance for insurance data and decisions
- A claims correspondence workflow that handles file evidence quality
- A non-discrimination check on every AI-assisted underwriting decision
- A 30-day plan for underwriters, claims handlers, brokers, and operations professionals
Practising insurance professionals in general insurance (underwriting, claims, broking) and life/health insurance (policy admin, claims, distribution). Includes underwriters, claims handlers, loss adjusters, insurance brokers and account executives, reinsurance professionals, and insurance operations managers. Not actuarial or finance director level — those roles are served by T2-72 and the actuarial tier where applicable.
Also for:Insurance managers and team leaders building AI capability in their departments; compliance officers within insurance businesses who need to understand AI governance obligations specific to insurance regulation.
- Apply AI tools to underwriting research, risk summarisation, and risk appetite communication
- Use AI to support claims management — from first notification of loss through settlement documentation
- Draft and personalise client and broker communications using AI prompting techniques
- Identify AI-assisted fraud detection patterns and understand the professional limits of AI in fraud investigation
- Apply the INSURE Protocol to classify insurance data and meet professional, regulatory, and ethical obligations before using AI
- Diagnostic
- How AI-ready are you as an insurance professional?
- Chapter 1
- State of Play: AI in Insurance Right Now
- Chapter 2
- Underwriting and Risk Assessment
- Chapter 3
- Claims Management
- Chapter 4
- Client and Broker Communication
- Chapter 5
- Fraud Detection and Prevention
- Chapter 6
- Policy Administration and Process Automation
- Chapter 7
- The INSURE Protocol: Professional Obligations and Data Governance
- Chapter 8
- Your AI-Ready Insurance Practice
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
Built by an AI engineering firm — for insurance professionals whose decisions are reviewed by regulators and ombudsmen.
