AI training for Lincoln companies — anchored in real Lincoln workflows
Role-specific training for HR, finance, ops, legal, and engineering teams at Ameritas-class insurers, Nelnet-class education-finance shops, Hudl-class tech companies, and the firms that serve them. Not a generic seminar.
Text Rosey · Schedule a call →How we run this in Lincoln
Same method anywhere; the local context shapes the work.
- Audit what tools your team is already using (sanctioned and shadow). The first deliverable is a real picture of current AI use, not a wishlist.
- Pick the 2–3 workflows where AI changes the work first — usually role-specific (recruiter screening, financial-aid processing, claims correspondence, content tagging).
- Train against those workflows. Worked examples, real prompts, real review standards — not hypotheticals.
- Embed the AI use policy into the training. Approved tools, prohibited data, escalation paths. Tested via attestation.
- Equip managers separately. Manager-led adoption beats top-down mandate every time.
- Measure outcomes, not activity. Cycle time, error rate, customer outcomes — never token spend.
What you get
- Role-specific training tracks (HR, finance, ops, sales, legal, engineering — pick what applies)
- Approved AI tool list for your organization, signed by IT and Legal
- AI use policy drafted with your Legal team, written to your risk posture
- Manager playbook — how to lead the adoption conversation
- Attestation tracking — who has completed which module
- Quarterly refresh cadence so the training stays current with the tools
90-day shape
Two weeks of role-mapping and workflow interviews. Surface the painful workflows, the existing shadow AI, and the policy gaps.
6–8 weeks building role-specific training modules against your real systems and workflows. Manager rehearsals before staff rollout.
2 weeks of staged delivery — managers first, then staff. Attestation tracked. Use-case documentation handed off so the program continues without us.
FAQ — from Lincoln leaders
- We already gave the team ChatGPT. Why do we need training?
- Because handing employees access without training is the most common rollout failure mode in 2026. Express-Harris found 83% of job seekers and 86% of hiring managers say formal AI training should be a priority. Locally, this is the gap we see between the Nelnets/Ameritas of Lincoln (which have done the formal training work) and smaller mid-market shops trying to wing it.
- How is this different from a generic AI seminar?
- Generic AI seminars teach prompt-writing in the abstract. Our training is built around your specific roles and workflows. Every example uses your tools, your terminology, your review standards.
- What about the AI use policy — does that come with this?
- Yes. Only 49% of organizations have AI use policies (SHRM 2026), and only 36% of companies provide approved tool lists (Express-Harris 2026). We draft both with your Legal team and embed them in the training so policy and practice match.
- How long does it take to roll out?
- Roughly 13 weeks for a full mid-market engagement: 2 weeks of audit + planning, 6–8 weeks of build, 2 weeks of staged delivery, plus a quarterly refresh cadence.
- Will managers be ready to lead this?
- That's a real risk. Gartner's 2024 research found 74% of HR leaders say their managers are not equipped to lead change. We give managers their own track — rehearsals, scripts, FAQ prep — before staff training begins.
Sources
- 83% of U.S. job seekers say companies need to formally train employees on how to use AI — 8 in 10 Employees Say They Need AI Training — After Their Companies Already Rolled Out the Tools, Express Employment Professionals (Harris Poll fielding), 2026
- 86% of hiring managers say formal AI training should be a company priority — 8 in 10 Employees Say They Need AI Training — After Their Companies Already Rolled Out the Tools, Express Employment Professionals (Harris Poll fielding), 2026
- Only 36% of companies provide a list of approved or preferred AI tools — 8 in 10 Employees Say They Need AI Training — After Their Companies Already Rolled Out the Tools, Express Employment Professionals (Harris Poll fielding), 2026
- Only 49% of organizations have AI use policies — The State of AI in HR 2026, SHRM (Society for Human Resource Management), 2026
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