The Course
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.
What You Will Learn
· The basics of AI and why it matters for small group agents.
· What a “prompt” is and how you’ll practice using them.
· The role of contextual continuity in mastering ChatGPT.
· Why the small group market is misunderstood and overlooked.
· ACA participation and contribution rules explained in plain language.
· How AI helps you simplify compliance and communicate clearly.
· How AI can identify industries and companies most likely to offer benefits.
· Using ChatGPT to create outreach messages and role-play objections.
· Why employers value advisors who bring clarity, not just quotes.
· Keeping proposals ACA-compliant and easy to understand.
· The role of automation in scaling a small group practice.
And much, much more......
Your Instructor
Mark Sisson brings a wealth of knowledge and hands-on experience to his role as an instructor for the "SmartAgent AI" courses. With an extensive background in both the insurance industry and AI technology, Mark has spent more than a decade navigating the intricate interplay between customer service, data analysis and technological advancements. His seasoned career encompasses roles where he implemented AI-driven strategies to enhance policyholder experiences and streamline insurance processes, showcasing a keen eye for innovation that benefits both insurance companies and their clients.
Passionate about merging the human touch with cutting-edge AI solutions, Mark has tailored his courses to empower insurance agents with the skills and insights needed to excel in today's rapidly evolving digital landscape. He understands that the future of insurance lies in leveraging AI to create more personalized and efficient services, and is dedicated to guiding agents through the complexities of AI applications in the industry. Mark's enthusiasm for the subject is contagious, as he seeks to inspire agents to embrace AI as a tool that can greatly enhance their interactions with clients, improve risk assessment, and drive the insurance industry forward.
