How First Mid Insurance Transformed Training With an AI Assistant

First Mid Insurance Group (FMIG) is a full-service insurance agency offering tailored solutions for individuals, families, and businesses across the United States. Following multiple acquisitions, FMIG needed a way to unify workflows, streamline employee training, and maintain compliance across its expanding operations.
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The Challenge
As First Mid Insurance Group expanded through acquisitions, it inherited multiple agencies — each with its own workflows, processes, and training manuals. This created a number of critical challenges:
- 200+ page training manual that was difficult for new employees to navigate.
- Inconsistent workflows across acquired agencies, leading to inefficiencies and errors.
- Slow onboarding as employees spent excessive time searching through documentation.
- Increased compliance risks, with manual processes prone to human error.
Impact
eliminating reliance on static manuals.
in guiding employees through processes and compliance steps.
with faster onboarding and fewer errors.
proving rapid value realization.
The Core Technology Stack
Our Custom AI Solution
We’ve turned cumbersome manuals into interactive AI assistants—dramatically increasing productivity, streamlining training, and reducing compliance risks.
Clay M. Dean - CEO, First Mid Insurance Group
Key Differentiator
First Mid’s AI-powered assistant transforms onboarding by replacing static manuals with real-time, conversational guidance. It scales instantly to support new hires across multiple acquired agencies — without additional cost or retraining. With built-in knowledge retrieval, compliance logging, and performance analytics, every training interaction is traceable, consistent, and audit-ready.