AI Bootcamp for Independent Agents

Welcome to bootcamp!

AI Bootcamp is a workshop series where independent agents learn how to use artificial intelligence in everyday work. 

Led by the Agent for the Future Advisors, Bootcamp provides:

  • Hands-on experience with generative AI (GenAI)
  • Actionable advice for how to get the most out of AI tools
  • Practical tools and resources participants can put to work right away

Brand new to AI? Visit our getting started page to get up to speed. 

Who is AI Bootcamp for?

AI Bootcamp is designed for independent insurance agents and team members who want to understand how AI fits into their everyday work. Whether you’re writing your first prompt or already experimenting with tools such as ChatGPT, Claude, or Copilot, AI Bootcamp offers real-world examples and frameworks you can use to take your AI knowledge from theory to practice.

What you'll learn in AI Bootcamp

  • How to write effective prompts to get better output from generative AI
  • How to use generative AI tools to create tailored, repeatable communications
  • How to optimize your agency’s online content for AI-powered search
  • How to incorporate AI into your everyday agency workflows

How AI Bootcamp works

  • Live video sessions
  • Replays available
  • Office hours available to live attendees after sessions
  • Resources and activities included
  • Practical, not academic
  • No certification pressure or exams

What agents say about AI Bootcamp

  • More than 6,000 attendees across first three sessions
  • 95% of attendees said they left with a better understanding of AI
  • 92% left with actionable prompts and workflows

I can’t even begin to tell you how thrilled I am to have AFTF as a resource! The AI Bootcamp is the BEST possible class for AI for insurance agencies (and I’ve tried a lot of googling and webinars on the subject).” 

“I love that we were shown how to use AI and actually had a chance to try it. Usually I’m just told we need to use AI, however I’m never given real world application.”

“As one who learns by doing, the session made space for my learning style better than other webinars have in the past. By putting the material into practice as it was presented, I came away with a greater understanding of and confidence in the material. Additionally, the prompts and examples were excellent quality, and they emphasized the need for human oversight rather than blind faith in the use of AI. 10/10!”

Watch the session replays

Session 1: Hone your prompt skills for smarter results

Session 1 resources

Give AI a try

Session 1 activities

View the activity content from session 1 that you can copy and paste into your chosen AI tool.
See the activities
Prompts

Session 1 prompt examples

A copy/paste-ready list of the specific prompts and templates referenced in the first AI Bootcamp session, grouped by use case to find and apply quickly.
Download the prompts
Worksheet

5Cs template for prompt building

Create high-quality prompts using the 5C Framework introduced in the session.
Get the template

Session 2: Drive stronger growth with AI powered communications

Session 2 resources

Give AI a try

Session 2 activities

View the activity content from session 2 that you can copy and paste into your chosen AI tool.
See the activities
Prompts

Session 2 prompt examples

A copy/paste-ready list of the specific prompts referenced in session 2
Get the prompts

Session 3: Intro to GEO: How to get found online as AI transforms search

Session 3 resources

Give AI a try

Session 3 activities

View the activity content from session 3 that you can copy and paste into your chosen AI tool.
See the activities
Prompts

Session 3 prompt examples

A copy/paste-ready list of the specific prompts referenced in session 3
Get the prompts
Onesheet guide

Four elements for GEO

Download this simple onesheet reminder of the four key elements for GEO.
Download
Checklist

GEO, AEO and local SEO best practices

This checklist provides practical best practices so you can strengthen your digital presence and attract clients in your target markets
Get the list
Vendor finder

Vendor tools that analyze your AI visibility online

Get information on vendors that can help you benchmark your AI presence.
Get the list

Session 4: Practical ways to streamline your work

Session 4 resources

Give AI a try

Session 4 activities

View the activities from session 4 that you can copy and paste into your chosen AI tool.
See the activities
Prompts

Session 4 prompt examples

A copy/paste-ready list of the prompts referenced in session 4 and more that you can use for your work.
Get the prompts
Reference sheet

When to use AI in your agency

Download this quick reference sheet to help you determine when to use AI in your agency.
Download
Template

Prompt library template

Download this Excel template to help you build your own prompt library.
Download the template

Want more on AI?

Visit our AI landing page for even more resources, stories and insights for using AI in your agency.

Explore the resources
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