Making AI Work for your Customers Ethically: Video and Audio Overview

24 Wisconsin CE credits · Course #6000190651 · 3 ethics

Making AI Work for your Customers Ethically is a 24-credit Wisconsin insurance continuing-education course from CEWisconsin, Wisconsin OCI-approved provider #20781. Explore leveraging AI technology to improve efficiency and solve customer problems. Ethics included! This page has a free 7-minute video overview and a 20-minute audio overview to use before you enroll or while you study. CE credit comes from the course material and its test, not from watching or listening.

Watch the video overview (7 min)

Published August 10, 2025 · 7 min · MP4

Listen to the audio overview (20 min)

Published April 26, 2025 · 20 min · MP3

What the course covers

The course material provides a comprehensive guide for independent insurance agents on leveraging AI and technology to gain a competitive advantage against direct writers. It explains how personalized client experiences, enhanced by AI tools for communication analysis and life event prediction, lead to higher retention and increased sales. The text strongly advocates for agency specialization by using AI-powered market analysis to identify profitable niches. Furthermore, it details how technology can amplify an agent's role in claims advocacy, improve risk assessment capabilities beyond transactional quoting, and enhance operational efficiency through automation and virtual assistants. Finally, the source emphasizes the critical importance of ethical implementation, focusing on issues like data privacy, algorithmic bias, and the necessity of maintaining human oversight and professional judgment to preserve client trust.

Course facts

Credits: 24 (Wisconsin requires 24 every two-year license period)
Ethics credits: 3 of the 24 (covers the 3-credit ethics minimum)
Course number: 6000190651
Format: self-study reading, then an online multiple-choice test (70% to pass, unlimited free retakes, disinterested-party proctor required)
Reporting: CEWisconsin files your completion with the Wisconsin OCI
One-and-done: this single course covers all 24 required credits, ethics included

Ready to take Making AI Work for your Customers Ethically?

24 CE Credits

Open the course in the catalog, buy the credits you need, read, and test. Pricing is all-inclusive.

Go to the course in the catalog

Full course details page

Frequently asked questions

Do the video or audio overviews earn CE credit?

No. Wisconsin CE credit for Making AI Work for your Customers Ethically comes from reading the course material and passing its proctored online test with a score of 70% or better. Retakes are free and unlimited. The video and audio are free study aids.

How long are the video and audio overviews?

The video runs about 7 minutes and the audio about 20 minutes. Both were produced from the course material with Google NotebookLM; the video was published August 10, 2025 and the audio April 26, 2025.

How do I take Making AI Work for your Customers Ethically?

Buy CE credits on the catalog page (pricing is all-inclusive: the state submission fee and retakes are included), open the course, read the material, and take the test. This course uses 24 credits.

Does this course count toward the Wisconsin ethics requirement?

Yes. 3 of its 24 credits are ethics credits. Wisconsin agents need at least 3 ethics credits among the 24 required each two-year period, and this one course covers all 24.

About these previews: the video and audio overviews were produced with Google NotebookLM from the course material. They summarize; the course text and its test are the authority. Page updated September 5, 2026.

Questions about a course?

Call or text Bill at 608-219-4985 or email mailadmin@cewisconsin.com