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AI Essentials for Insurance Agents

Learn how to use AI to prospect faster, sell smarter, and work less.

Course•By Mark Andrew Sisson

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SmartBiz AI Mastery Path

Learn how to automate, scale, and lead with AI through SmartBiz AI’s flagship course combining 10+ modules and real-world strategies.

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The New AI Frontier

The SmartBiz AI Mini-Course introduces small-business owners to the new era of AI-powered growth. In four short modules, you’ll discover how AI is reshaping Main Street, why early adopters win faster, and how 90-day experiments create lasting transformation. Learn the mindset, workflows, and leadership habits that separate innovators from followers—all in plain language with no technical barriers. By the end, you’ll know how to spot your biggest opportunities, apply them using the SmartBiz AI Beginner Essentials Workbook, and lead your business confidently into the AI age.

Course•By Mark Andrew Sisson

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Winning in Medicare Advantage

The Medicare Advantage market is more competitive than ever, and agents who embrace AI will have the edge. This course equips you with the tools, prompts, and strategies to prospect more effectively, save valuable time, and provide better service to your clients. Learn how to harness AI to uncover new opportunities, streamline your daily tasks, and elevate your client interactions. By the end of this course, you will: • Understand how to leverage AI for prospecting and client outreach. • Use AI prompts to compare plans, manage renewals, and identify cross-sell opportunities. • Apply AI to simplify compliance-heavy tasks and stay focused on client service. • Gain confidence in using AI as a partner in growing your Medicare Advantage book of business.

Course•By Mark Andrew Sisson

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Winning in Small Group Health with AI Powered Sales

The small group health insurance market is shifting fast, and agents who master AI will stand apart. This course provides the practical prompts, strategies, and real-world applications you need to attract employer groups, present stronger solutions, and deliver more value to clients. Whether it’s preparing quotes, building presentations, or crafting client-ready communication, AI becomes your behind-the-scenes assistant. By the end of this course, you will: • Learn how to position yourself as an AI-powered advisor in the small group market. • Use AI prompts to simplify quoting, renewal analysis, and presentation preparation. • Deliver stronger client communication with AI-crafted outlines, emails, and presentations. • Confidently integrate AI into your process to save time and win more small group accounts.

Course•By Mark Andrew Sisson

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Winning with AI for Competitive Research

Winning with AI for Competitive Research shows small teams how to find rivals faster, analyze positioning, and make clearer decisions. In plain language, you’ll use AI to identify direct/indirect competitors, summarize offerings and tactics, build quick SWOTs, and spot gaps you can own. You’ll turn raw notes into simple strategies, test messaging and pricing, and set up lightweight monitoring so you stay informed without overwhelm. Every lesson uses copy‑ready prompts, ethical‑source guardrails, and beginner‑friendly examples. By the end, you’ll run a calm, repeatable research rhythm—and keep improving with a personal Prompt Vault.

Course•By Mark Andrew Sisson

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Winning with AI for Customer Service

Winning with AI for Customer Service is a practical course that helps small teams resolve issues faster, write calmer replies, and keep tone and privacy on‑brand. You’ll learn omnichannel triage, clear reply drafting, and simple ways to turn tickets into knowledge articles customers can actually use. Practice respectful escalation updates, agent coaching notes, and weekly summaries leaders understand. Every lesson uses plain language, copy‑ready prompts, and guardrails for PII, accessibility, and compliance. By the end, you’ll run a steady support rhythm and grow a Prompt Vault so quality improves even on busy weeks—no AI experience required.

Course•By Mark Andrew Sisson

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Winning with AI for Financial Insights

Winning with AI for Financial Insights helps owners and small teams turn numbers into clear decisions. In plain language, you’ll set up a KPI dictionary, connect sources, and apply guardrails so monthly close gets faster and cleaner. You’ll turn exports into CFO‑style summaries, build driver‑based forecasts with base/best/worst scenarios, and manage a 13‑week cash rhythm with simple AR/AP prompts. You’ll analyze revenue quality and unit economics, run lightweight variance notes, and standardize updates leaders can scan in seconds. Each lesson includes copy‑ready prompts and before/after upgrades, and you’ll build a personal Prompt Vault so quality compounds—no AI experience required.

Course•By Mark Andrew Sisson

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Winning with AI for Hiring & HR

Winning with AI for Hiring & H.R. gives small teams a practical, compliant way to find, evaluate, onboard, and support people—faster and more fairly. You’ll learn to uncover candidate pools, write clearer postings, screen with structured prompts, and generate tailored interview questions. Standardize onboarding checklists and handbooks, design engagement programs, draft performance notes, and align goals without losing the human touch. Every lesson uses plain language, copy‑ready prompts, and guardrails for bias, privacy, and policy. By graduation, you’ll run steady H.R. workflows, produce leader‑ready summaries, and grow a Prompt Vault so quality compounds—no AI experience required.

Course•By Mark Andrew Sisson

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Winning with AI for Social Media

Winning with AI for Social Media is a practical, beginner‑friendly course for small teams that want to publish faster with clearer, on‑brand content. You’ll learn to turn one idea into platform‑fit posts, write hooks and captions without hype, storyboard short video, and set a weekly cadence you can sustain. Practice calm, respectful replies, simple social listening that feeds your pillars, and lightweight dashboards that tell a story. Every lesson uses plain language, copy‑ready prompts, and guardrails for accessibility, privacy, and tone. By the end, you’ll have a repeatable system and a Prompt Vault so you never start from scratch.

Course•By Mark Andrew Sisson

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Winning with AI for Team Communications

Winning with AI for Team Communications helps leaders and small teams write clearly, move faster, and keep work aligned. In plain language, you’ll master daily messaging (email, chat, DMs), build agenda‑first meetings with clean notes, and turn long threads into clear async updates. You’ll tailor stakeholder briefings, give respectful feedback and recognition, and handle change/crisis updates with steady tone. Every lesson includes copy‑ready prompts and simple guardrails for privacy and inclusivity. By the end, you’ll run calm communication rituals and grow a Prompt Vault so you never start from scratch—no AI experience required.

Course•By Mark Andrew Sisson

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Winning with AI for Time Management

Winning with AI for Time Management is a calm, practical course for owners and small teams who want weeks that run on purpose. In plain language, you’ll learn to audit time, set a weekly plan, design focus‑friendly days, tame inboxes and chat, run meetings that respect calendars, and turn delegation and small automations into real hours saved. Every lesson includes copy‑ready prompts, respectful guardrails, and simple routines you can sustain. By graduation, you’ll have a repeatable rhythm, a personal Prompt Vault, and the confidence to protect deep work while keeping the business moving.

Course•By Mark Andrew Sisson

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Winning with AI for Website & Content Creation

Winning with AI for Website & Content Creation gives small teams a calm, practical way to publish better content faster. You’ll learn to turn research into a clear message map, write value‑first page copy, design simple SEO‑safe structures, and repurpose ideas across pages, posts, and short video. Every lesson uses plain language, copy‑ready prompts, and guardrails for accessibility, privacy, and claims. By the end, you’ll run a weekly content rhythm, upgrade drafts with before/after prompts, and grow a Prompt Vault so you never start from scratch—no AI experience required.

Course•By Mark Andrew Sisson

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Winning with AI Powered Marketing

Winning with AI‑Powered Marketing gives business owners a fast, calm way to create better marketing. In plain language, you’ll learn to plan campaigns, turn an idea into posts, emails, and landing copy, analyze customer reviews to capture voice‑of‑customer phrases, and build a weekly rhythm so publishing doesn’t stall. Practice with copy‑ready prompts, see before/after upgrades, and save what works in your Prompt Vault so quality compounds. No AI experience required—use ChatGPT Free or Pro. Guardrails for tone, claims, privacy, and accessibility are built in. By graduation, you’ll have a simple, repeatable playbook to create clearer messages, repurpose across channels, and measure what moves the needle.

Course•By Mark Andrew Sisson

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Winning with AI-Powered Sales Prospecting

Winning with AI‑Powered Sales Prospecting is a hands‑on course that helps owners and small teams find, warm, and convert leads without spam or burnout. In plain language, you’ll use AI to build prioritized lists, spot buying signals in public data, and write outreach that feels human across email, LinkedIn, and phone. You’ll learn cadence planning, gentle nurture flows, and objection handling—with prompts that keep tone ethical and brand‑safe. Every lesson includes copy‑ready workflows and examples you can adapt in minutes. By graduation, you’ll run a sustainable prospecting system, track simple metrics, and maintain a Prompt Vault so your best messages never get lost—no AI experience required.

Course•By Mark Andrew Sisson

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