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White Paper

The AI Playbook

A practical orientation to AI for business leaders — the history, the vocabulary, the opportunity, the risk, and a framework for getting started.

Rick Becker
By Rick Becker · Insurance Executive, CIO / COO, AI Strategist
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The explainer video and podcast were produced using Google NotebookLM.

About this Paper

This paper was written for business leaders who would like a condensed overview of AI without wading through technical documentation or vendor marketing. It is not a product pitch. It is not a prediction about where AI is headed in ten years. It is a practical orientation: the history, the vocabulary, the opportunity, the risk, and a framework for getting started. I wrote this to support a busy executive who wants the TLDR version of what AI is and how to make real decisions about AI in their organization right now.

The frameworks here, including the Crawl/Walk/Run adoption model and the risk governance approach, reflect the author's direct experience designing and deploying AI-assisted systems across insurance operations, enterprise platforms, and solo full-stack builds using AI development tools. The goal is to give leaders enough grounding to ask better questions, evaluate vendors more critically, and move forward with confidence rather than waiting for the landscape to “settle down.” It won't.

About the Author
Rick Becker
Rick Becker CIO / COO · Insurance Executive · AI Strategist · San Diego, CA

Rick Becker is a strategic leader with a career background as a CIO, COO, and senior executive in the insurance industry, with deep expertise spanning technology, product management, data and business intelligence, and distribution. He works at the intersection of domain expertise and emerging capabilities: designing systems, building platforms, and demonstrating what thoughtful, governed AI adoption looks like in practice.

Rick has built production AI systems solo using agentic development tools, including a fully functional insurance platform serving as a proof of concept for what a single non-technical subject matter expert can deliver without a traditional development team. He applies the same frameworks described in this paper in his own work every day.

He is based in the San Diego area and can be reached at rick@beckerz.com or at resume.beckerz.com.