REVIEW DRAFT for Tim. Not shared with Sonny or IAC yet. Gold dashed boxes are placeholders.
AI Education · Insurance Agent Central
Taught by Tim Habif, agency owner

AI starter path for insurance agents

Start with your email.
Get your time back first.

You don't need to learn all of AI. You need one thing working this week. Three short classes take you from "I've only used ChatGPT like a search engine" to an inbox that briefs you every morning, drafts your replies, and follows up on every lead.

See the three classes
3 classes · 20 minutes or less each
No coding
Use the AI tool your agency allows

Why I start every agent with email

A short walkthrough of what AI education looks like for an insurance agent, and why the inbox is the right first step.

Overview video goes hereMini video, under 10 minutes. Placeholder: Tim to record

Baby steps, not all twenty stairs

Most agents know they should be using AI and have no idea where to go. So we don't start with everything. We start with the place your day actually gets stuck: the inbox. Leads, carrier notices, client questions and follow-ups all land there.

STEP 1

Get a daily brief

AI reads your inbox and tells you what matters most today.

STEP 2

Clear the clutter, draft replies

The noise gets sorted out and replies are drafted in your tone.

STEP 3

Follow up on every lead

Every lead that hits your email gets a follow-up drafted.

One rule the whole way through: AI drafts, you check it and decide what goes out. Nothing is sent to a client without you.

The starter path

Three classes. One finished email flow.

Each class is hands-on: connect this, set this up, add this step. By the end of class three you have a working AI flow running on your own inbox, not just notes.

Class 120 minutes or less

Your Morning Brief: Connect AI to Your Inbox

We set up your AI tool the safe way and connect it to your email. Then we build your first AI flow: a brief every morning that pulls out what needs you today, like new leads, client questions, carrier and renewal notices, and anything waiting on a reply.

What it covers

  • Picking the AI tool your agency allows (ChatGPT, Claude or Grok)
  • Connecting it to your email with safe settings for client information
  • Building the daily brief flow and making it fit how you work

What you walk away with

  • A daily brief of the most important things in your inbox
  • Knowing what to handle first before you open a single email
Overview video: 3 to 4 minutes To record
Class 220 minutes or less

Clean Inbox, Drafted Replies

Now we put AI to work on the pile. It sorts out the clutter so the real emails stand out, and it drafts replies in your tone for you to read, tweak and send. Call notes become a clear client email. Questions you answer every week stop being typed from scratch.

What it covers

  • Sorting the clutter from the emails that need you
  • Teaching AI your tone with a few of your own emails
  • Turning call notes into a ready-to-review client email

What you walk away with

  • An inbox that sorts itself
  • Reply drafts waiting for you, written the way you write
Overview video: 3 to 4 minutes To record
Class 320 minutes or less

Never Miss a Lead Follow-Up

This is the one that pays for your time. Every lead that comes into your email gets a follow-up drafted, whether it's a new inquiry or a quote waiting on a spouse. Leads stop slipping through the cracks just because it was a busy day.

What it covers

  • Spotting lead emails automatically
  • Drafting a first follow-up in your voice, ready for your review
  • A simple next-touch reminder so no lead goes cold

What you walk away with

  • A finished email AI flow: brief, clean inbox, lead follow-up
  • A clear picture of what to automate next
Overview video: 3 to 4 minutes To record

Built for the lines you sell

Every example is built around life-side agents. P&C agents can flip the same flows to fit their book.

AnnuitiesFinal ExpenseLife & IULMortgage ProtectionMedicare

After the starter: what comes next

Once your email is handled, the next step is letting AI work your CRM: following up on renewals and leads with automated texts and emails, built around each client. From there it goes as far as you want: LinkedIn, advertising, lead outreach. Every step builds on the one before it.

Who's teaching this

I'm Tim Habif. I spent about 20 years in operations as a GM and director of operations before I took over an insurance agency. Then I was juggling prospecting, follow-up, appointments, marketing, admin, email and endless phone calls. I could hire a bunch of people, or I could start putting AI to work, and do it safely, because we handle sensitive information.

I'm not going to tell you I'm an expert on every AI platform. I build for the problem I actually have, and everything I teach is something I built for myself first. I teach it the same way: start small, solve the real problem, then build from there.

Want to do more with AI in your agency?

Join AI for Insurance Professionals. It's where agents share what they're building and where I teach what comes after email: your CRM, follow-up, LinkedIn and more.

Join AI for Insurance Professionals