AI for Insurance Agents: Automate, Analyze & Acquire

About the Scheme

The Yayasan Peneraju Financing Scheme for Bumiputera is a government-supported program that helps empower Bumiputera professionals in Malaysia to advance their skills and career opportunities. Qualified participants can obtain funding to pursue internationally recognised certifications in high-demand fields, including Information Technology and Cybersecurity. This initiative is intended for individuals dedicated to upskilling, enhancing employability and making a positive impact on Malaysia’s economic growth.

About the Course

The “AI for Insurance Agents: Automate, Analyze & Acquire” program is a 4-day hands-on training designed to equip Bumiputera insurance professionals with cutting-edge AI skills to enhance sales performance, customer engagement, and data-driven decision-making. Participants will master tools such as advanced ChatGPT for personalized client communication, advanced Canva AI for professional marketing content, Power BI for trend and performance analytics and tools for automating documentation and proposal writing.

The program also introduces other AI tools for intelligent client management and predictive lead tracking. By the end of the course, participants will be able to automate daily sales workflows, design impactful campaigns, and analyze customer data to improve closing rates.

The training benefits both new and experienced insurance agents aiming to boost productivity and remain competitive in Malaysia’s digital-first financial landscape.

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  Automate client communications, follow-ups and reporting to enhance efficiency and responsiveness.
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  Design impactful marketing materials and digital campaigns that strengthen brand presence and customer engagement.
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  Analyze client data and sales patterns to make informed, data-driven business decisions.
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  Apply predictive insights to identify high-potential leads and improve sales conversion rates.
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  Personalize client interactions to build stronger trust, retention, and long-term relationships.
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  Streamline administrative and operational tasks to save time and reduce manual workload.
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  Develop a practical digital adoption plan that aligns with Malaysia’s evolving financial and technology landscape.