AI Training for Executives in Health Insurance

March 20, 2025 · AI · By Mark Kerzner

Introduction

A client approached us to design an executive-level AI programme. During our scoping calls the leadership team expressed an almost “smart-phone level” expectation that AI could perform miracles inside the enterprise – for example, “Can AI make our two legacy systems talk to each other?” Their IT counterparts were equally enthusiastic and open to change.

We responded with **two back-to-back workshops (two days each)** – the first focused on industry context, the second on the client’s own use-cases.

Workshop 1 · Nine-Part Overview

  • About the Class & AI Fundamentals
  • AI and Industry Applications
  • Technology “Trailer” (live demo)
  • Data-Driven Decision Making
  • Risk Assessment & Underwriting
  • Customer Experience Modernisation
  • Regulatory & Ethical Considerations
  • Building AI-Ready Leadership Teams
  • Planning & Road-mapping Implementations

This overview helped participants map proven AI patterns from adjacent industries to their own environment.

Workshop 2 · Problem-Solving Sprints

  • Quick recap of day-one takeaways · 30 min
  • Hands-on ChatGPT practice (prompt engineering, Sidekick) · 1 hr
  • Use-case 1 – Competitor intel for sales messaging · 1 hr
  • Use-case 2 – Inventory management · 1 hr
  • Use-case 3 – Contract coding & quality review · 1 hr
  • Use-case 4 – Advanced analytics · 1 hr
  • Use-case 5 – AI-augmented sales training · 1 hr
  • Use-case 6 – Customer-behaviour insights · 1 hr
  • Wrap-up & next-step action items · 1 hr

Armed with this play-book, the client now feels confident scaling AI initiatives across new verticals.

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