AI Literacy & Productivity Training Course
In today's fast-paced Financial Services Industry (FSI), adopting AI productivity tools is no longer optional—it is a baseline requirement for operational competitiveness. This program is designed to build organization-wide AI literacy, equipping employees across claims, underwriting, actuarial, strategy, and operations with safe, structured prompt engineering and automation techniques.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Customization Options for the Course
- To request customized training for this course, please contact us to arrange.
Course Outline
Module 1: The Modern AI Landscape & FSI Compliance
- Demystifying chat-based AI versus workflow productivity tools.
- Understanding corporate data privacy, security boundaries, and safe AI usage in the insurance sector.
Module 2: Advanced Prompt Engineering Frameworks
- Crafting context-rich, multi-turn prompts to maximize the quality of AI-generated insights.
- Eliminating hallucinations and validating data outputs for internal reports.
Module 3: Hands-On Productivity & Automation Use Cases
- Real-world application workshops: Writing automated meeting summaries, optimizing email communication, and drafting strategic policy outlines.
- Group workshop: Mapping common operational bottlenecks across claims and underwriting to targeted AI solutions.
Requirements
- Familiarity with internet usage.
- Basic experience with artificial intelligence tools.
- No prior programming experience required.
Audience
- General office staff members.
Open Training Courses require 5+ participants.
AI Literacy & Productivity Training Course - Booking
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Testimonials (2)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
Brett McLaren - Zoll Itamar
Course - ChatGPT for Productivity: A Beginner’s Guide
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