A practical AI quickstart guide for life insurance agents

Learn how to use AI to save time, write clearer follow-ups, and prepare for client conversations without sounding fake, scripted, or salesy.

Who this is for

• Licensed life insurance agents
• Independent or captive agents
• Agents curious about AI but skeptical of hype
• Anyone who wants practical help, not “guru” nonsense

What this guide helps you do

• Write clearer follow-up emails and texts
• Prepare for client calls faster
• Explain coverage without scripts or pressure
• Turn notes into clean next steps
• Avoid sounding robotic or generic

What this is (and what it isn’t)

This is a short, practical field guide for working agents. It is not a course, not a certification, and not a replacement for professional judgment or compliance guidance.

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