Workflow · Producers
Industry Crash Course
Generates a structured, prospect-ready crash course on an industry so a producer can prospect, converse, and compete credibly. Covers how the industry operates and makes money, its regulatory environment, top risk exposures, the insurance program line-by-line, claims trends, vocabulary, discovery questions, red flags and buy signals, positioning, and a knowledge check — tailored to the producer's familiarity level.
What goes in
The industry or niche, the producer's familiarity level, who it's for, and any supporting materials.
What you get
A 13-section industry crash course tailored to the producer's familiarity, with current cited facts and a knowledge check.
How it works
- 1Setup: pick the industry or niche, your familiarity level, who the course is for, and upload any supporting materials.
- 2Research: SoterAI gathers current, cited facts on the industry's regulations, claims and rate trends, and emerging exposures.
- 3Generate: it produces a 13-section crash course — operations, regulatory environment, risk exposures, the insurance program line-by-line, claims trends, vocabulary, discovery questions, red flags, and positioning.
- 4Practice: the course ends with a continuing-education roadmap and a 7-question knowledge check with an answer key.
Related pages
What this workflow delivers
A 13-section industry crash course tailored to the producer's familiarity, with current cited facts and a knowledge check.
3+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off