Business
Insurance Agent / Underwriter
Insurance agents and underwriters assess risk and sell policies. AI automates quoting and claims triage.
Structured path
Start the Insurance Agent / Underwriter path
~13 hours · 6 stages · 19 lessons.
A day in the life
A rough shape of the workday.
Morning
Open the day with ChatGPT and Claude — triaging the inbox and lining up priorities.
Midday
Insurance agents and underwriters assess risk and sell policies, with help from Planck.
Wrap-up
Wrap up by reviewing what shipped, capturing notes, and queuing tomorrow's first move.
Everyday AI tools
What this role uses day-to-day.
Specialized AI tools
Industry-specific products in 2026.
Skills to build
What you'll be doing — well.
- Risk analysis
- Regulation knowledge
- Client communication
- Attention to detail
Education path
Common routes in.
- State insurance license; CPCU for underwriting
Typical U.S. salary
$45,000–$140,000USD/year
Source: BLS OES · national median range
Start here
Lessons aligned to this career path.