Practical AI for Insurance Operations: ChatGPT, Claude and Microsoft 365 Training Course

Generative AI Essentials for Insurance Teams

• How ChatGPT and Claude work
• Strengths, limits, and hallucination risks
• Safe handling of client and policy data

Prompting for Reliable Results

• Structuring effective prompts
• Iterating and refining outputs
• Building reusable prompt templates

Client Communications and Document Production

• Drafting and improving emails and letters
• Summarizing documents for clients
• Keeping a consistent professional tone

Policy Analysis and Coverage Comparison

• Extracting coverage and exclusions
• Comparing clauses across policies
• Identifying insured amounts and limits

Extracting Data from PDF Documents

• Uploading and querying large PDFs
• Converting extracts into tables
• Handling multi-page policy files

Excel Analysis for Commission Data

• Cleaning and preparing spreadsheets
• Generating and explaining formulas
• Summarizing results and exceptions

Building the Commission Reconciliation Workflow

• Combining portfolio data and insurer reports
• Cross-checking against agreed conditions
• Detecting errors, gaps, and inconsistencies

Reconciling Producer Commissions

• Applying the workflow to producer payments
• Matching commissions to agreed rates
• Flagging discrepancies for review

Making the Workflow Reusable in Microsoft 365

• Saving templates and prompts
• Integrating AI with Excel files
• Scaling across insurers and policies

Data Privacy, Quality Control, and Adoption

• Anonymizing sensitive policy data
• Verifying AI outputs before use
• Embedding AI into daily routines

Capstone: End-to-End Commission Reconciliation

• Reconcile an anonymized data set
• Produce an exception report
• Document the reusable workflow