AI Training & Courses for the Insurance Industry.
ENTERPRISE INHOUSE & REMOTE TRAINING

AI Training & Courses for the Insurance Industry.

Enterprise enablement for claims management, underwriting, actuarial teams, and benefits review: role-based AI training aligned with FINMA Guidance 08/2024, the Swiss ICA (VVG), and the Swiss FADP.

YOUR AI ORIENTATION
01FOCUS & APPLICATION AREA

AI means so many things. Which AI do you actually need? What is your specific area of application?

02FROM EXPERIMENT TO ENTERPRISE

We help - from short-term pilot projects and rapid experiments all the way to enterprise solutions.

03DISCOVER THE POSSIBILITIES

Simply streamline daily workflows or transform an entire business unit with autonomous agents? Discover the possibilities with us.

Industry Reality

Complex policy wordings, high claims volumes, and rising advisory demands.

Across P&C, health, life, pension funds, and commercial brokerage: specialists in claims, underwriting, customer service, and sales spend hours every day on coverage checks, dossier summaries, quote comparisons, and sensitive correspondence.

When claims adjusters, underwriters, and advisors are slowed down by searching policy wordings, summarizing multi-page expert reports, and drafting coverage letters, turnaround times and costs rise.

In our practical AI trainings for insurance carriers, health funds, pension funds, and brokers, your teams learn how to apply AI safely, compliantly, and with immediate impact.

39%

of people using AI at work had received AI training from their employer.

According to the global Microsoft and LinkedIn Work Trend Index 2024. Practical training helps your team put AI to use. Source: Work Trend Index 2024

  • Time-consuming dossier & report analysis: Hours spent reading long claim files, medical reports, legal rulings, and risk dossiers.
  • Complex policy & coverage comparisons: High effort when comparing policy wordings, exclusions, and multi-carrier broker tenders.
  • Sensitive policyholder correspondence: Drafting clear, legally sound, and empathetic coverage decisions in DE, FR, IT, and EN.
From Practice. For Practice.

Our Approach

We skip theoretical buzzwords and focus on immediately applicable workflows that provide instant relief in busy daily operations.

100% Industry Focus

Real-world use cases from claims, underwriting, sales, and back office.

Tailored to You

Content and technical depth are tailored precisely to the level of knowledge and goals.

Future-Proof

From Generative AI and automation to compliance with the FADP.

Training Content: From Back Office to Core Business

Our training courses cover the entire spectrum, structured by implementation horizons:

Short-term

Productivity & Back Office

  • ✓Generative AI (GenAI): Summaries of complex documents, damage reports, and expert assessments.
  • ✓Knowledge Management: Use of LLMs to search through policies and internal guidelines.
  • ✓Client Communication: Creation of empathetic and legally secure correspondence.

Medium-term

Core Processes & Automation

  • ✓Claims Management: Intelligent automation, fraud detection, and fast settlement.
  • ✓Underwriting: Dynamic risk assessment, use of external data (IoT) and personalized pricing.
  • ✓Sales: Lead scoring, hyper-segmentation, and next-best-action recommendations.

Long-term

Strategy & Compliance

  • ✓Data Strategy: Development of a company-wide data strategy and breaking up data silos.
  • ✓FADP & Regulation: Mastering requirements for high-risk systems in insurance.
  • ✓Explainable AI (XAI): Ensuring transparency in decisions and minimizing ethical risks.
Target Audience

Who Are Our AI Trainings Designed For?

Our training courses are tailored to specialists, department heads, SMEs, and management teams.

Executives & Management

Strategic management, governance, cultural change, and investment decisions.

Domain Specialists

Underwriters, claims managers, and actuaries who use AI tools daily and optimize processes.

IT & Digitalization Teams

Specialists who accompany the technical implementation and modernize data infrastructures.

Entire Staff

Employees who save time and work more efficiently using AI tools in their daily tasks.

Hands-On Insurance Exercises

Concrete Workflows from Our Insurance Seminars

All exercises use anonymized Swiss insurance cases in strict compliance with the Swiss FADP and ICA/KVG.

Claims & Benefits Management

Claim File Synthesis & Empathetic Coverage Decision

Chronological summary of a 50-page anonymized claim file including cross-checking against policy exclusions and drafting a clear, customer-friendly decision letter.

60% faster case handling and significantly fewer follow-up calls from policyholders.

Underwriting & Commercial Brokers

AVB Coverage Comparison & Corporate Risk Analysis

Structured side-by-side comparison of three carrier quotes (premiums, deductibles, sublimits, clauses) into an executive decision matrix.

A multi-hour tender comparison prepared accurately in 15 minutes.

General Agencies, Sales & BVG

Pension Explanation & Annual Review Preparation

Translating complex BVG/pension fund calculations or coverage concepts into an easy-to-understand client presentation across DE, FR, IT, and EN.

Higher conversion in client meetings through clear decision materials.

Looking for strategic AI consulting or custom software integration beyond team training?

Explore our industry consulting roadmap and holistic digitalization solutions.

Formats

Choose Your Suitable Package

All our seminars can be customized to your specific business operations.

Foundation

AI Foundation Seminar

CHF 3,100 / Day
  • 01Creates confidence among employees and management
  • 02Focus on data security & correct application
  • 03No IT prior knowledge required – Easy start
To the AI Foundation Seminar
Bestseller

AI Practical Seminar

CHF 4,900 / Day
  • 01Incl. initial discussion & detailed needs analysis
  • 02Solving concrete problems from your daily work
  • 03High practical utility for all employees
To the AI Practical Seminar
Recommended
Advanced

AI Intensive Workshop

CHF 7,150 / 2 Days
  • 01Combining AI knowledge & concrete application
  • 02Detailed analysis of your processes & potentials
  • 03Creation of a roadmap for implementation
To the AI Intensive Workshop
Agenda

A Structured Path to Success.

We prepare real-world examples in advance to guarantee immediate wins for your employees.

Your Time Investment

A single full day is enough to significantly relieve the back office, leaving more time for what matters most.

1
Phase 1

Foundations & Context

We clarify the current state, send participants a preparatory questionnaire, and create a common understanding of the technology.

2
Phase 2

Methodology & Application

Interactive development of the most important skills. We tailor the technical depth and practical examples perfectly to your company.

3
Phase 3

Transfer & Practice

We transfer what has been learned to your daily business (e.g. claims reports, policy checks), identify potentials, and develop solution approaches.

Phase 4

Strategy & Outlook

Summary of insights and definition of clear next steps for a sustainable and secure integration in the team.

Feedback

What Our Participants Say

Real voices from our seminars, trainings, and workshops.

Eliane Marty

Eliane Marty

Managing Director, Baugenossenschaft Waidmatt

"The AI seminar by Peak Pioneers was a valuable investment. We learned concrete use cases that relieve us in our daily business. The delivery of the content was professional and directly applicable to our operations."

Monika Hofer

Monika Hofer

Head of Finance / HR

"Thanks to the accompanying multi-part seminar program on Artificial Intelligence, we were also able to ensure that the entire team competently uses the new capabilities right from the start. The content was conveyed clearly, practically, and understandably for all participants."

Monika Müller-Seps

Monika Müller-Seps

Managing Director, Terra Est Vita Stiftung

"Peak Pioneers' training on Artificial Intelligence was extremely inspiring and highly practical. The competent instructor not only imparted well-founded knowledge but also gave many helpful tips for concrete implementation in everyday life."

INSURANCE REGULATION & EVIDENCE

Research and guidance in context

Research can help identify useful applications. It does not replace testing the outcome in your own business.

Guidance 08/24

FINMA mandates clear governance, explainability, and human oversight for AI

In Guidance 08/2024, FINMA stresses that insurers and financial institutions deploying AI in pricing, underwriting, and claims handling must ensure clear accountability, data quality controls, and explainability toward policyholders and regulators.

36 %2025

Occupations with observed AI use in some tasks

The first Anthropic Economic Index (2025) observed Claude use for at least a quarter of tasks in roughly 36% of occupations. This is task coverage, not a measure of worker adoption or a guaranteed time saving.

Training FAQ & Organization

Important Answers for Your AI Training

Everything you need to know about customization, confidentiality, prior knowledge, and in-house execution.

01

How is the protection of health and policyholder data (Swiss FADP) handled in the training?

  • Data privacy is our top priority in insurance seminars: we train exclusively on synthetic dossiers and practice proper anonymization as well as the use of your approved enterprise AI environment.
02

Do you offer tailored modules for health insurers (KVG/VVG), P&C carriers, pension funds, or brokers?

  • Yes! We customize all practical examples and prompt templates in advance to match your exact line of business (Non-Life, Life/BVG, Health/Accident, or Brokerage).
03

Can our staff be trained directly on our internal AI platform (e.g., Microsoft 365 Copilot)?

  • Of course. We run the trainings directly on the systems approved within your organization so participants can apply what they learn the very next morning.
04

Is the training also suitable for executives and product managers (actuarial/product development)?

  • Yes. Alongside operational modules for claims, underwriting, and sales, we offer dedicated sessions for product development, market intelligence, and strategic AI governance.

Ready for the Next Step?

Contact us for a non-binding initial call. We analyze your training needs and create a tailored proposal for your team.

Request Training
AI for Insurance