Licensed content
Proprietary AI adoption and workforce-enablement training content, licensed to Integrated AI for use with its clients.
CONTENT & CAPABILITY
Integrated AI
Commercial Engagement.
Turning licensed training content into practical working habits inside insurance and benefits firms.
Axis commercial engagement: Integrated AI. Training-content licensing and delivery support, including two onsite engagements for insurance and benefits teams.
- Relationship
- Content licensing and delivery support
- Sector
- Insurance and employee benefits
- Delivery
- Two on-site engagements · fall 2026
- Format
- Two days · role-based breakout tables
- Focus
- Governance, fundamentals, real-work workflows
- Follow-through
- Baseline poll, end survey, 30-day review plan
THE CHALLENGE
Access is a start.
Adoption takes practice.
Benefits and insurance teams already had access to an enterprise AI assistant. They needed a plan for adoption: which tasks to start with, what must never go into the tool, and how to keep the habit going after the trainer leaves.
The training had to build confidence through the team’s own work, with clear governance and repeatable workflows.
HOW THE PARTNERSHIP WORKS
Content, delivery,
and follow-through.
Client relationship
The partner sells, scopes, and owns each client engagement. End-client names are withheld.
On-site delivery
Delivery as part of the partner’s team: leading sessions, facilitating hands-on practice, and building supporting materials.
THE APPROACH
Governance first.
Hands on early.
Each engagement ran over two days, with role-based tables so people practiced on work that looked like their own. Five delivery principles shaped the experience.
Governance before tools
Teams learn what is safe to enter and where human review is required before they start prompting.
In the tool before lunch
Foundations stay short—about two hours—so participants spend the rest of the day working in the assistant.
A few anchor prompts
Three or four prompts per day get practiced in depth. The rest become take-home material.
Everyone drives
Participants rotate through driver, checker, editor, and scribe roles, with everyone getting time in the driver’s seat.
I do, we do, you do
The facilitator models a task, the group repeats it together, then each person works independently.
Sessions opened with a short baseline poll of current AI use and confidence and closed with an end-of-course survey. These instruments supported reflection and follow-up planning.
BEYOND THE ROOM
A plan for
the next 30 days.
Each engagement included a follow-up plan: a recap email, office hours in the first weeks, a 30-day review, and a brief for managers on supporting their teams.
Working materials were prepared in advance and tested on realistic file sizes, so practice time could focus on learning. The review plan creates a way to examine use, barriers, and progress after the workshop.
WHAT TEAMS TOOK AWAY
Clear rules.
Useful workflows.
A way forward.
- Clear rules for what belongs in an AI assistant and what does not.
- A short list of repeatable prompts tied to recurring work.
- Named champions and a plan for reinforcing use.
- A baseline for the planned 30-day adoption review.
TOPICS COVERED
Delivered by Jenn Williams, Founder, Axis Advisory Co., as part of Integrated AI’s team. End-client names are withheld.
LET’S BUILD WHAT’S NEXT
Need an AI rollout that people keep using?
Let’s connect your solution with the learning, workflows, and follow-through your teams need.
Talk with Axis Advisory