The focus
Learn, try, review, repeat.
Training is part of the work. Learn how to give useful instructions, check the results, and recognize when a person needs to take over.
- Understand the basics in everyday language
- Practice giving AI clear instructions
- Work through two broker-selected workflows
- Learn to review outputs before using them
- Discuss sensible boundaries for client information and team use
Possible starting points include listing marketing drafts, new-lead follow-up drafts, past-client nurture drafts, and broker coaching preparation. Practice uses fictional or non-sensitive information. A person reviews AI-generated work before use.