Certified AI Insurance Credential · Est. 2026

An AI credential should ship at the speed of AI.

The practitioner-grade designation for insurance professionals navigating AI adoption. Curriculum updated monthly. Issued in weeks, not quarters.

Individual enrollment is open now, with the program launching Q3 2026.

Get Certified

Enroll in the credential.

Enroll now →

The founding tiers are now closed. Individuals can enroll in the credential at the standard rate.

For Agencies & Companies

Founders Club

Closed · 10 slots filled

Ten agencies that help launch the credential. Co-marketed on getcaic.org permanently. Lifetime rate lock + 10% lifetime referral commission on every paying student you refer.

See the founding members →
10 / 10 Founders Club spots claimed

For Individuals

Inaugural Cohort

Closed · 25 seats filled

The first 25 individuals to earn the credential. All 25 Early Bird seats are claimed and the cohort is sold out. Members carry the Inaugural Cohort seal permanently.

See the cohort →
25 / 25 Inaugural Cohort spots claimed · Sold Out

Point-in-time

Other AI credentials freeze on enrollment day.

6 to 9 months to complete. Exam-paced. Stale on the day you finish. New AI content arrives as separate products you also pay for.

Continuously updated

CAIC ships continuously.

Monthly intel drops. Vendor landscape refreshed. Capstone is a real consulting deliverable: an Agency AI Transformation Plan you leave with and use.

A different kind of credential

A practitioner credential that moves at the speed of the field.

Certified AI Insurance Credential

  • Issued in weeks
  • Curriculum refreshed monthly
  • Capstone is a real consulting deliverable
  • Wholesale, MGA, and carrier-side depth
  • Vendor evaluation methodology, refreshed quarterly
  • Inaugural Cohort: sold out, all 25 seats claimed. Regular individual rate: $997. Founders Club (agencies): closed

Other AI credentials

  • 6+ months to complete, on a fixed exam cadence
  • Curriculum locked at enrollment date
  • Multiple-choice exam, no capstone deliverable
  • Personal and commercial fundamentals; limited wholesale, MGA, or vendor-evaluation depth
  • No published vendor evaluation methodology
  • Pricing: typically $2,000+ across multiple courses, plus exam fees and ethics requirements (cost breakdown)

Structure

How the credential is built.

Nine modules, each a self-contained unit. Every module ends with a scenario-based quiz to confirm mastery. Pass all nine, sit for the master exam, then deliver your capstone: an Agency AI Transformation Plan you can take into a real engagement.

Nine modules. Scenario-based quizzes. Master exam. Capstone deliverable you take into a real engagement.

01

Inside the Module

Cinematic deep-dive episode. Practitioner-grade vocabulary, vendor case studies, real workflows. Not theory.

02

Module Quiz

Scenario-based, not multiple-choice. "A regional carrier asks you to evaluate their claims AI vendor. Walk through your approach." AI-scored against rubrics.

03

Master Exam

After all 9 modules. Proctored, 90 minutes. Covers vendor evaluation, workflow design, governance, and consulting deliverables across the full curriculum.

04

Capstone Deliverable

An Agency AI Transformation Plan you build for a real (or hypothetical) agency. AMS audit, workflow prioritization, vendor shortlist, pilot scope. Yours to keep and use.

See the full structure →

Curriculum

Nine modules. Three archetypes, eight roles. One credential.

Three modules below. The full nine cover foundations, workflows, vendor methodology, distribution depth, consulting design, and safety / E&O.

Free preview · ~6 minutes Watch the welcome module for free
01

AI Foundations

Vocabulary, model classes, vendor landscape primer, prompt patterns that actually move work.

VocabularyModel classesPrompt patterns
02

Agentic Workflows

Where AI replaces a step vs. an entire workflow. Where the seams are inside a typical agency.

Step vs workflowAgency seamsAutomation limits
03

Build / Buy / Borrow

Vendor selection methodology. When to license, when to integrate, when to walk.

Vendor selectionLicense vs integrateWhen to walk
04

Carriers, Brokers, MGAs, Digital Distribution

AMS integration landscape. Where AI is being adopted at each layer.

AMS integrationAdoption by layerDistribution
05

Consulting Engagement Design

Scoping, deliverables, pricing, scope creep, evaluating an agency's readiness.

ScopingDeliverablesPricingReadiness
06

Vendor Landscape

Quarterly-refreshed view of who's real, who's hyped, who serves the retail/MGA/wholesale layer.

Quarterly refreshReal vs hypedRetail / MGA / wholesale
07

The Agentic Agency

What an AI-run agency does differently from intake to renewal: speed as a competitive weapon, ROI math, staffing.

Intake to renewalROI mathStaffing model
08

Case Studies & Demo Patterns

Real before/after case studies and live demo patterns. Making AI ROI tangible without fabricating numbers.

Before/afterLive demosTangible ROI
09

AI Safety, Security & E&O

NAIC alignment, state DOI considerations, E&O exposure under AI-assisted workflows.

NAIC alignmentState DOIE&O exposure
See all 9 modules →

Field Playbooks

Practitioner playbooks, free to read.

The depth that runs through the credential, published in the open. Four 2026 frameworks for the work agencies are doing right now.

ISSUED IN WEEKS · UPDATED MONTHLY · PRACTITIONER-GRADE · 9 MODULES · 10 FOUNDERS · NAIC-AWARE · VENDOR LANDSCAPE REFRESHED · MONTHLY INTEL DROPS ·

Free preview · ~6 minutes

Where should we send it?

Six minutes. A cinematic orientation to what the credential is, then a word from Professor Cornelius Underwood, one of three guides you choose from across the nine modules.

About

Why CAIC exists.

Existing AI credentials in insurance are good at what they do: institutional literacy, point-in-time foundations, a recognizable badge. They are not built for a field that ships new capabilities every week.

CAIC is the practitioner credential for the people who actually have to evaluate vendors, redesign workflows, and govern AI inside an agency or MGA. Curriculum is grounded in real P&C work and refreshed monthly through an autoresearch pipeline that watches the landscape so students don't have to.

Built by Jay Greene, an insurance professional building an agentic operating system for the industry. Reach out at hello@getcaic.org.

FAQ

Questions.

How is CAIC different from existing AI credentials?

The credentials available today are typically 6+ month institutional literacy designations with curriculum locked at enrollment. CAIC is a practitioner credential: issued in weeks, refreshed monthly through an autoresearch pipeline, with a real consulting capstone and depth on wholesale, MGA, and vendor evaluation that broader literacy programs don't cover.

Is enrollment open, and when does CAIC launch?

Individual enrollment is open now at getcaic.org/enroll. The program launches in Q3 2026, and enrolled students get access as each module goes live. The two founding tiers that seeded the credential, the 10-slot agency Founders Club and the 25-seat Inaugural Cohort, are both closed and sold out.

How much does CAIC cost, and how do I enroll?

Individual enrollment is $997, paid in full through Stripe at getcaic.org/enroll. That is the standard rate now that the Inaugural Cohort Early Bird has sold out and the agency Founders Club has closed. If you have a referral or scholarship code, you can apply it at checkout.

Is there a refund policy?

Yes. You have 14 days from purchase to request a full refund, no questions asked. After 14 days all sales are final. Consuming course material during the window does not waive your refund right.

Who is Jay Greene?

Insurance professional building an agentic operating system for the industry. Day job is in commercial insurance distribution; CAIC is the credential layer of that broader work.

Is CAIC accredited?

Not by a state insurance department. CAIC is a professional credential like a vendor certification, not a state license or continuing-education designation. Recognition comes from the rigor of the curriculum and the practitioner depth, not from regulator endorsement.

Can my agency sponsor employees?

Yes. Multi-seat enrollment is available; contact hello@getcaic.org.

How is the curriculum kept current?

An autoresearch pipeline ingests vendor announcements, regulatory updates, and AI capability shifts daily. Material refreshes are pushed to enrolled students monthly. This is the structural difference vs. a point-in-time designation.