Description

A focused course, tailored for you

Building an Insurance Marketing Programme for the AI-Augmented Underwriting Era

Build the insurance marketing programme that aligns to AI-augmented underwriting in 10 weeks. Lead model + AI-fit segmentation + broker enablement + customer-journey integration.

Insurance marketing used to feed the underwriter. In the AI-augmented underwriting era, marketing must feed the model. Insurance marketing managers building the programme that aligns to AI underwriting win more profitable books. Here is the 10-week build.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Insurance underwriting moved decisively into AI-augmented territory. Algorithmic appetite, AI-powered segmentation, straight-through processing for low-touch lines, and AI-assisted risk pricing for complex lines all changed what underwriters need from marketing. Marketing that still feeds the underwriter brochures and lead lists misses the moment.

Marketing programmes that align to AI-augmented underwriting do something different: they feed the model. They generate leads in the segments the model wants. They enrich data the model needs. They support broker partners with AI-augmented tools. They protect customer experience through the cross-channel journey. They measure what the model rewards.

This course teaches the 10-week build of an insurance marketing programme aligned to AI-augmented underwriting: lead model alignment, AI-fit segmentation, broker enablement, customer-journey integration, performance measurement, and the cross-function operating model. Twelve modules with deliverables. Plus a hand-built implementation playbook for your specific lines of business.

What you walk away with

A lead model aligned to AI-augmented underwriting appetite.
An AI-fit segmentation framework.
A broker enablement programme with AI-augmented tools.
A customer-journey integration spanning brand to bind to claims.
A performance measurement framework aligned to underwriting outcomes.
A 10-week build plan.

The 12 modules

Module 1. AI-augmented underwriting landscape 2026

Detailed walkthrough of AI-augmented underwriting state-of-art: algorithmic appetite frameworks, straight-through processing (STP) for low-touch lines (homeowners, personal-auto, BOP), AI-assisted pricing for complex lines (commercial, specialty), data-augmentation patterns (third-party data, behavioural data, alternative data), and the regulatory landscape (Colorado SB21-169, NAIC AI Bulletin, Connecticut MC-25). What underwriting needs from marketing now.

Module 2. Lead model alignment

Build the lead model aligned to AI-augmented underwriting appetite: segment-by-segment lead-quality scoring, underwriter feedback loop, appetite-driven lead generation, data enrichment at lead stage to support model inputs, and the integration with marketing-automation. Three lead-model alignment patterns from peer carriers.

Module 3. AI-fit segmentation framework

Build the AI-fit segmentation framework: rate-adequacy by micro-segment, risk-acceptance probability by segment, profitability tier model, segment-level conversion model, and the dynamic-segment-adjustment workflow as the underwriting model evolves. Three segmentation patterns by line of business.

Module 4. Broker and agent enablement programme

Build the broker/agent enablement programme: AI-augmented quoting tools, appetite-display dashboards (real-time appetite visibility), submission-quality coaching, broker portal architecture, and the broker-tier performance model. How broker enablement compounds book quality.

Module 5. Customer-journey integration

Build the customer-journey integration: brand-to-bind funnel design, conversion optimisation by segment, in-application data enrichment (capturing data the underwriting model wants without friction), policy-issuance experience, and the post-bind cross-sell motion. The integration that protects customer experience and feeds the model.

Module 6. Performance measurement framework

Build the performance measurement framework: marketing-sourced book-quality (loss-ratio attribution), conversion by segment, CAC by segment, LTV by segment, broker-tier performance, and the integrated dashboard. The dashboard that shows marketing's contribution to underwriting profitability.

Module 7. Data and analytics architecture

Build the data and analytics architecture: marketing-data ingestion, third-party-data integration (Verisk, LexisNexis Risk Solutions, TransUnion), customer-data platform (Salesforce CDP, Adobe RT-CDP, Segment, Hightouch reverse-ETL), event-stream architecture, and the analytics-engineer model. The architecture that supports model-aligned marketing.

Module 8. Regulatory considerations for AI-augmented insurance marketing

Build the regulatory consideration framework: Colorado SB21-169 (unfair discrimination by external consumer data and information sources), Connecticut Bulletin MC-25, NYDFS Circular Letter No. 7, NAIC AI Bulletin model, state-DOI rate-filing AI disclosure requirements, GDPR/CCPA for personal data, and the CFPB UDAAP overlay for consumer-impact marketing AI.

Module 9. Channel mix optimisation

Build the channel mix optimisation: direct-to-consumer (digital channels, brand-driven), agent-and-broker (relationship-driven), aggregators and comparison-shopping (PolicyGenius, The Zebra, Insurify), affinity and partnerships, and the embedded-insurance channel. Allocation framework by line of business.

Module 10. Vendor and martech stack

Build the vendor and martech stack: marketing-automation platform selection (Marketo, HubSpot, Adobe Marketo Engage, Salesforce Marketing Cloud), broker portal vendors, AI-augmented content platforms, customer-data platform, attribution vendors, and the integration architecture. The stack that supports the marketing programme.

Module 11. Executive engagement and board reporting

Build the executive engagement: CMO partnership, CUO partnership (underwriting-marketing alignment is the core relationship), CCO partnership, CRO partnership, CFO partnership, and the board-of-directors reporting cadence. Marketing metrics the board reads: marketing-sourced book quality (loss-ratio), CAC by segment, LTV, broker-tier performance, regulatory posture.

Module 12. Your 10-week build plan

Week-by-week plan with weekly deliverables. Weeks 1-2: AI-augmented underwriting landscape + lead model alignment. Weeks 3-4: AI-fit segmentation + broker enablement programme. Weeks 5-6: customer-journey integration + performance measurement. Weeks 7-8: data and analytics architecture + regulatory considerations. Weeks 9-10: channel mix optimisation + vendor stack + executive engagement plan. Deliverable: full programme launch pack.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers the landscape.

Modules 2 to 6 produce lead model, segmentation, broker enablement, customer-journey, and performance measurement.

Modules 7 to 10 cover data architecture, regulatory considerations, channel mix, and vendor stack.

Module 11 covers executive engagement.

Module 12 covers the 10-week build plan.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates for lead model alignment, AI-fit segmentation, broker enablement, customer-journey integration, performance measurement framework, data architecture, regulatory consideration framework, channel mix optimisation, vendor stack.
A hand-built implementation playbook generated for your specific lines of business.
Three worked examples of insurance marketing programmes at peer carriers.
Scripted talking points for the CUO conversation.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: AI-augmented underwriting landscape mapping completed.

Week 4: Lead model + segmentation framework built.

Week 8: Customer-journey integration + data architecture operational.

Week 10: Full programme launched.

Before and after

Before

Your insurance marketing programme feeds underwriters brochures and lead lists. AI-augmented underwriting needs different inputs. Marketing's contribution to book quality is not measured. CUO conversations are tense.

After

An AI-aligned insurance marketing programme is operating. Leads match underwriting appetite. Segmentation feeds the model. Broker enablement raises submission quality. Customer-journey integration captures data without friction. CUO and CMO partner on book quality.

What happens if you do not address this

Insurance carriers running underwriting AI without aligned marketing waste capacity and miss profitable segments. Competitor carriers with aligned programmes outperform on combined-ratio and growth.

Who it is for

For insurance marketing managers, demand-generation leaders, broker-enablement leads, and chief marketing officers at P&C carriers, life carriers, and brokerages.

Who this is NOT for. Pure research roles. Firms with no underwriting function. Pure technology firms.

How it arrives

Text-based course via LMS, plus downloadable templates and the hand-built implementation playbook.

Time investment. Roughly 18 hours of reading and 40 to 80 hours of team effort across the 10-week build.

Why $199 is the right number

External insurance marketing consultants charge $200K-$1M for programme builds. Specialist insurance marketing agencies charge $100K-$500K. $199 buys the focused playbook plus the implementation document for your specific lines of business.

FAQ

Will this replace hiring an insurance marketing consultant?

Partially. It teaches you the programme build. You may still want specialist input for vertical-specific lead vendor selection.

What if my carrier is direct-to-consumer (not agent/broker)?

Module 4 covers DTC variants.

Does this cover life and health marketing as adjacent?

Module 1 covers life and health variants.

What about reinsurance marketing?

Module 1 covers reinsurance marketing as adjacent landscape.

What is in the implementation playbook for me specifically?

A lead model alignment tailored to your specific lines of business; segmentation framework matched to your appetite; a 10-week build plan.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.