SmartAgent AI is a comprehensive, self-paced course that teaches insurance agents how to grow their business using artificial intelligence — no coding required. It's designed specifically for Life, Health, Medicare, and P&C agents.

This course will teach you how to increase your sales, using the latest technology - AI!



Who It's For


• Independent insurance agents

• Agencies and brokerages

• FMOs, GAs, MGAs, and IMOs

• P&C; networks and clusters

What You’ll Learn


• How to generate leads using AI

• How to enhance sales conversations

• How to follow up and retain clients

• How to quote and manage with AI

• How to build marketing campaigns

What’s Included


• 5 training modules with video lessons

• Downloadable scripts and templates

• AI starter kit

• Course certificate

• Quizzes and implementation plans




Course Format


• Self-paced and beginner-friendly

• All materials available on-demand

• Accessible from desktop or mobile

• Designed for non-tech-savvy agents

Hi, I’m Mark


I have been an insurance agent since 1998. I have sold every type of health policy available and met people of all walks of life. For the past 10 years, I have specialized in employer group benefits and recruiting agents into an FMO/GA brokerage.

I have created this course to help insurance agents understand how to use AI. This course will benefit both new agents to the industry and long-time veterans in the field.

AI is here to stay and if you don't learn how to use it your advantage in your business, you will get left behind.