DNAi Insurance Professional Certification

Move past the single proven workflow and build the portfolio, sequencing, and shared infrastructure that lets retrieval, agents, and automation scale across an entire claims or underwriting function.

• Sequencing a Portfolio Instead of Chasing One Win
• Shared Infrastructure: Build the Rails Once
• Readiness Gates and Capturing Knowledge as You Scale

Take grounded retrieval from a single assistant to a function-wide capability over policy forms, loss runs, claim notes, and the system of record, with the governance, freshness, and evaluation discipline that production demands.

• A Governed Index Over Authoritative Sources
• Freshness, Supersession, and Drift in the Index
• Evaluating Grounded Retrieval at Scale

Scale from a single scoped assistant to multi-step agents and orchestrated automation across teams, with bounded authority, tested tool use, and human-in-the-loop checkpoints wired into the workflow rather than bolted on.

• Bounding Agent Authority and Tool Access
• Human-in-the-Loop Wired Into the Workflow
• Orchestration, Handoffs, and Testing Failure Modes

Run a deployed AI portfolio as an operated system: balanced metrics that resist gaming, continuous monitoring for drift and bias, and governance, model inventory, and accountability that survive a market conduct exam across teams.

• Balanced Metrics That Resist Gaming
• Continuous Monitoring: Accuracy, Drift, and Bias
• Model Inventory, Audit Trails, and Incident Response

Make a function-wide AI deployment stick by leading the people through it: trusted rollout, role redesign, training, and reinvesting freed capacity into judgment work rather than reflexive cuts that hollow out the function.

• Adoption Is a Trust Problem, Not a Tooling Problem
• Role Redesign and Training as Work Shifts
• Reinvesting Capacity and Sustaining the Deployment