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Certified AI Insurance Credential (CAIC)
AI is Changing Insurance. Lead the Change.
AI is Changing Insurance. Lead the Change.
AI is Changing Insurance. Lead the Change.
Learn how to evaluate, govern, and responsibly implement AI without compromising client relationships, compliance obligations, or professional judgment. The practical AI credential built for committed insurance professionals.
Certified AI Insurance Credential (CAIC)
AI is Changing Insurance. Lead the Change.
AI is Changing Insurance. Lead the Change.
AI is Changing Insurance. Lead the Change.
Learn how to evaluate, govern, and responsibly implement AI without compromising client relationships, compliance obligations, or professional judgment. The practical AI credential built for committed insurance professionals.
Practical AI Skills for Insurance Professionals.
Artificial intelligence is already influencing underwriting, servicing, claims, workflow efficiency, and client expectations. The Certified AI Insurance Credential (CAIC) helps insurance professionals understand how to evaluate, govern, and apply AI in real-world insurance operations. The challenge is not whether AI will impact insurance. The challenge is understanding how to use it responsibly.
The Next Credential for Committed Professionals.
It’s insurance-specific training designed to help professionals evaluate technology, improve workflows, understand governance requirements, and manage emerging risks associated with AI adoption.
The Certified AI Insurance Credential (CAIC) prepares insurance professionals to adopt and govern artificial intelligence through the lens of real insurance workflows, real E&O exposure, and real-world decision making.
Offered through a collaboration between the Risk & Insurance Education Alliance and CAIC founder Jay Greene, CLCS, this practitioner-grade credential helps insurance professionals develop the knowledge and frameworks needed to navigate the next era of the industry.
The Next Credential for Committed Professionals.
It’s insurance-specific training designed to help professionals evaluate technology, improve workflows, understand governance requirements, and manage emerging risks associated with AI adoption.
The Certified AI Insurance Credential (CAIC) prepares insurance professionals to adopt and govern artificial intelligence through the lens of real insurance workflows, real E&O exposure, and real-world decision making.
Offered through a collaboration between the Risk & Insurance Education Alliance and CAIC founder Jay Greene, CLCS, this practitioner-grade credential helps insurance professionals develop the knowledge and frameworks needed to navigate the next era of the industry.
Developed by Insurance Professionals.
Delivered by The Alliance.
For decades, Alliance designees have invested in building expertise that sets them apart.
CAIC builds on that foundation.
Whether you’ve earned a CIC, CRM, CISR, CPRM, CSRM, or CIRP, the CAIC credential sets you apart and helps you understand how AI is changing insurance operations and how to remain the accountable professional behind every decision that affects a client.
Developed by Insurance Professionals.
Delivered by The Alliance.
For decades, Alliance designees have invested in building expertise that sets them apart.
CAIC builds on that foundation.
Whether you’ve earned a CIC, CRM, CISR, CPRM, CSRM, or CIRP, the CAIC credential sets you apart and helps you understand how AI is changing insurance operations and how to remain the accountable professional behind every decision that affects a client.
Here's What Sets CAIC Apart:
Certified AI Insurance Credential (CAIC):
- Complete the credential in weeks, not months.
- A living curriculum, updated as the landscape shifts.
- Capstone is a real consulting deliverable.
- Wholesale, MGA, and carrier-side depth.
- Vendor evaluation methodology, refreshed quarterly.
- Individual enrollment rate: $997.
Other AI Industry Credentials:
- 6+ months to complete, on a fixed exam cadence.
- Curriculum locked at enrollment date
- Fixed exam windows, no capstone deliverable
- Limited wholesale, MGA, or vendor-evaluation depth
- No published vendor evaluation methodology
- Typically $2,000+ across multiple courses, plus exam fees.
Through Nine Self-Paced Modules, You'll Explore:
AI Foundations
Vocabulary, model classes, vendor landscape primer, prompt patterns that actually move work.
P&C Workflow Architecture
Where AI replaces a step vs. an entire workflow. Where the seams are inside a typical agency.
Build, Buy, Or Borrow
Vendor selection methodology. When to license, when to integrate, when to walk.
Ecosystem Participants & the Distribution Chain
AMS integration landscape. Where AI is being adopted at each layer.
AI Governance Readiness
Scoping, deliverables, pricing, scope creep, evaluating an agency’s readiness.
Vendor Landscape and Technology Selection
Quarterly-refreshed view of who’s real, who’s hyped, who serves the retail/MGA/wholesale layer.
The Agentic Agency
What an AI-run agency does differently from intake to renewal: speed as a competitive weapon, ROI math, staffing.
Case Studies and Demo Patterns
Real before/after case studies and live demo patterns. Making AI ROI tangible without fabricating numbers.
AI Safety, Security, and E&O
NAIC alignment, state DOI considerations, E&O exposure under AI-assisted workflows.
Built by an Insurance Practitioner. Designed for Insurance Practitioners.
CAIC was created by Jay Greene, CLCS, founder of Agentic Insurance AI. The credential was developed to help insurance professionals understand what AI actually does within insurance workflows, how to evaluate it responsibly, and how to govern it to the standard regulators increasingly expect.
Insurance Expertise Built Your Foundation. CAIC Helps You Navigate What's Next.
The same professionals who invested in mastering coverage, risk management, client service, and agency operations are now being asked to understand the technologies reshaping those disciplines. CAIC provides a structured path forward. Build the knowledge to evaluate AI with confidence, understand the risks, identify the opportunities, and remain the trusted insurance professional your clients depend on.
AI decisions are already landing on insurance desks every day: which tool to buy, which workflow to automate, what to promise a client. We built the CAIC, so professionals make those calls from knowledge instead of a sales deck, and The Alliance is exactly the partner to bring that education to the industry at scale.
Jay Greene, CLCS | Founder of Agentic Insurance AI
The pace of AI adoption continues to accelerate across insurance. The Certified AI Insurance Credential (CAIC) provides insurance professionals with a practical framework for understanding both the opportunities and responsibilities that come with AI. By combining current, industry-specific insights with actionable guidance, the program empowers participants to make informed decisions, adapt confidently to a changing landscape, and protect the trust placed in them by clients and organizations.
William Hold, CRM, CISR | President & CEO, Risk & Insurance Education Alliance
The Certified AI Insurance Credential (CAIC) is a practitioner-grade certification preparing insurance professionals to adopt and govern artificial intelligence responsibly. Delivered as nine self-paced video modules with knowledge checks and a proctored certification examination, the curriculum covers AI fundamentals, P&C workflow applications, vendor evaluation, governance, and errors-and-omissions risk, all framed to the standards regulators now expect of insurers using AI. The credential is maintained through annual content updates that keep designees current as the technology evolves. CAIC’s inaugural cohort sold out. The credential is owned and operated by Agentic Holdings LLC and is available at getcaic.org.
The credentials available today are typically 6+ month institutional literacy designations with curriculum locked at enrollment. CAIC is a practitioner credential: issued in weeks, refreshed as the AI landscape shifts, through an autoresearch pipeline, with a real consulting capstone and depth on wholesale, MGA, and vendor evaluation that broader literacy programs don’t cover.
Jay Greene, CLCS, is the founder of the Certified AI Insurance Credential (CAIC), a practitioner-built certification preparing insurance professionals to adopt and govern artificial intelligence responsibly. A licensed New York P&C broker, Greene was named the 2025 New York Young Insurance Professional of the Year by PIA.
An autoresearch pipeline ingests vendor announcements, regulatory updates, and AI capability shifts daily. Material refreshes are pushed to enrolled students as the AI landscape in insurance shifts.
Credential holders complete annual update requirements designed to keep knowledge current as AI technologies continue to evolve.
CAIC consists of nine self-paced modules, allowing participants to complete the program on their own schedule.