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Continuing Education Presentations
AI in Action: Everyday Uses for Insurance Agents
Wednesday April 30 • Cleveland Zoo
Presented by Wendy Beatty, Medical Mutual
This course will shows insurance agents how to use AI to enhance efficiency and improve client experiences.
Key points include:
- What AI Can Do: Automate tasks like email writing, content creation, document summarization, and client communication.
- Productivity Boost: Use AI for transcriptions, task management, scheduling, and creating FAQ systems.
- Mythbusting: AI supports agents, it doesn’t replace them. It’s about working smarter, not being “techy.”
- Ethics & Practical Boundaries: Verify AI outputs for accuracy and compliance.
Takeaways:
- Use AI to draft client emails or summarize documents.
- Leverage AI tools to streamline your workflow and save time.
This course will help insurance agents integrate AI into their daily tasks to stay competitive and efficient without needing coding skills.
ICHRA 101: Understanding Individual Coverage HRAs
Thursday May 1 • Bowling Green State University
Presented by Lael Reitler, Cornerstone
The Individual Coverage Health Reimbursement Arrangement (ICHRA) CE course is designed to provide in-depth knowledge and updates on ICHRA regulations, implementation strategies, and compliance requirements. It covers the foundational concepts of ICHRA, eligibility criteria, tax implications, and the interaction between ICHRA and other healthcare programs. Additionally, the course includes case studies and practical examples to illustrate how ICHRA can be effectively integrated into employee benefits packages.
Key focus areas include:
- ICHRA Overview: What ICHRA is and how it differs from traditional group health plans.
- Eligibility and Setup: Determining which employees qualify and how to set up an ICHRA.
- Compliance and Documentation: Navigating legal requirements, including ACA compliance and IRS reporting.
- Best Practices: Effective strategies for administering ICHRA to maximize benefits for both employers and employees.
- Tax and Legal Considerations: Understanding the tax benefits and legal ramifications associated with ICHRA.
By completing this course, professionals gain the expertise needed to assist clients in navigating the complexities of ICHRA, ensuring compliance, and optimizing benefits for employees.
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