The Agency Leaders’ AI Workshop — Build Leverage. Protect Valuation.
Dominate Your Market.

An In-Person, Working Session for Serious Agency Leaders

AI will not replace insurance agencies.

But agencies that build real AI capability will increasingly outperform — and outgrow — those that don’t.

Not because of software.

Because of leverage.

Secure my seat

March 4–5, 2026 • Tempe, Arizona Two-Day Live Mastermind

Why This Matters Now

If you’re still “evaluating AI” three months from now, the cost won’t just be delay.

It will show up as:

Slower growth
Lower margins
Missed opportunities
Reduced valuation

Once competitors rewire operations with AI, you don’t catch up —

you replace staff or margins trying.

By 2028, agencies that are not clearly AI-capable will be discounted — or passed over entirely.

This workshop is about making sure that’s not you.

You’ll walk out with:

A clear action plan for Lightening Fast Niche Market Domination

A concrete, AI-driven plan to increase retention, policy-per-customer, and MCLV

Meet FIVE AI-for-Agency CEOs & Get The Inside Track on their product

Hear Amazing Agency Success Stories (and Get Your Own Hot Seat!)

A practical framework for smart AI decisions — now, later, or never

You will not leave inspired.

You will leave decided.

No guessing.

No vendor pressure.

No wasted spend.

What We’ll Work On

Inside the 2-Day
Insura-Preneur Intensive

Workshop #1: Niche Market Domination (Anchor Workshop)

This is the primary growth engine.

You’ll work through:

How agencies achieve 20–40% growth with steady, industry-high retention in the high-90% range
How to become THE #1 agency in a clearly defined market
How positioning, authority, and leverage compound valuation

Format:

Teaching
Private work
Small-group discussion
Full-group synthesis

This is real work.

You will leave with decisions made.

Workshop #2: AI-Driven Cross-Sell & Quick-Win Growth

This is where AI turns into immediate revenue leverage.

You’ll design a practical system to:

Identify cross-sell opportunities already sitting in your book
Trigger the right offer to the right client at the right moment
Increase policy-per-customer without annoying clients or burdening staff
Improve retention while driving top-line growth

We’ll focus on:

Using AI to surface opportunities your team misses
Automating follow-up and prioritization
Turning cross-sell into a system, not a campaign

Even a modest increase of one additional policy per household materially changes revenue, retention, and exit value.

You will leave with:

A clear cross-sell action plan
Defined next steps for your team
Confidence this will actually get executed

Workshop #3: Member Case Studies & Growth Lessons

Selected agency leaders will walk through:

What they did
What worked
What didn’t
What they would do differently

This is peer-level learning — practical, honest, and grounded in reality.

You’ll leave with:

Patterns to copy
Mistakes to avoid
Ideas you can apply immediately

Workshop #4: How to Buy AI (Without Regret) + Meet the Builders

This is the control layer.

We begin by teaching you how to evaluate AI intelligently:

What actually matters (and what doesn’t)
Fit, timing, data readiness, and risk
Why buying too early can be worse than buying late
Why AI will not fix weak positioning or sloppy operations
Why AI succeeds only when embedded into workflows, not tested in isolation

This workshop helps you build internal AI judgment — not borrow it from vendors.

Then — with that filter firmly in place — you’ll meet AI-in-insurance founders and CEOs (via Zoom).

This is not a pitch fest.

You’ll already know:

What questions to ask
What problems matter
What must be true inside your agency for any solution to work

Vendors become inputs, not influencers.

Workshop #1: Niche Market Domination (Anchor Workshop)

This is the primary growth engine.

You’ll work through:

How agencies achieve 20–40% growth with steady, industry-high retention in the high-90% range
How to become THE #1 agency in a clearly defined market
How positioning, authority, and leverage compound valuation

Format:

Teaching
Private work
Small-group discussion
Full-group synthesis

This is real work.

You will leave with decisions made.

Workshop #2: AI-Driven Cross-Sell & Quick-Win Growth

This is where AI turns into immediate revenue leverage.

You’ll design a practical system to:

Identify cross-sell opportunities already sitting in your book
Trigger the right offer to the right client at the right moment
Increase policy-per-customer without annoying clients or burdening staff
Improve retention while driving top-line growth

We’ll focus on:

Using AI to surface opportunities your team misses
Automating follow-up and prioritization
Turning cross-sell into a system, not a campaign

Even a modest increase of one additional policy per household materially changes revenue, retention, and exit value.

You will leave with:

A clear cross-sell action plan
Defined next steps for your team
Confidence this will actually get executed

Workshop #3: Member Case Studies & Growth Lessons

Selected agency leaders will walk through:

What they did
What worked
What didn’t
What they would do differently

This is peer-level learning — practical, honest, and grounded in reality.

You’ll leave with:

Patterns to copy
Mistakes to avoid
Ideas you can apply immediately

Workshop #4: How to Buy AI (Without Regret) + Meet FIVE Builders

This is the control layer.
We begin by teaching you how to evaluate AI intelligently:
What actually matters (and what doesn’t)
Fit, timing, data readiness, and risk
Why buying too early can be worse than buying late
Why AI will not fix weak positioning or sloppy operations

Why AI succeeds only when embedded into workflows, not tested in isolation

This workshop helps you build internal AI judgment — not borrow it from vendors.
Then — with that filter firmly in place — you’ll meet 5 AI-in-insurance founders and CEOs (via Zoom).
This is not a pitch fest.
You’ll already know:

What questions to ask
What problems matter
What must be true inside your agency for any solution to work

Vendors become inputs, not influencers.

Hot Seats (Stand-Alone Session)

This is where everything gets applied.

Agency leaders bring real situations:

• Growth challenges

• Marketing decisions

• AI questions

• Strategic forks in the road

You’ll get:

• Direct feedback

• Group intelligence

• Practical next steps

No theory.

No posturing.

Just real work, in real time.

Membership & Access

For members, this workshop is included in membership — no extra fee.

Attendees are encouraged to bring key team members:

• Marketer

• Ops lead

• Producer

Alignment creates leverage.

This is how teams move faster.

(Non-member access is limited and handled separately.)

FAQ

Need more help?

We're here to answer any questions you may have.

Ask a Question

Need more help?

We're here to answer any questions you may have.

Ask a Question

Logistics

📍 Tempe 📅 March 4–5 ⏰ 8:30 AM – 4:00 PM (Coffee at 8:00) Two full working days. Detailed schedule to follow.

Can I bring a partner or key team member?

Will sessions be recorded?

What’s the dress code?

Logistics

📍 Tempe 📅 March 4–5 ⏰ 8:30 AM – 4:00 PM (Coffee at 8:00) Two full working days. Detailed schedule to follow.

Can I bring a partner or key team member?

Will sessions be recorded?

What’s the dress code?

Logistics

📍 Tempe 📅 March 4–5 ⏰ 8:30 AM – 4:00 PM (Coffee at 8:00) Two full working days. Detailed schedule to follow.

Can I bring a partner or key team member?

Will sessions be recorded?

What’s the dress code?

The Agency Leaders’ AI Workshop — Build Leverage. Protect Valuation. Dominate Your Market.

Why This Matters Now

Why This Matters Now

Inside the 2-Day Insura-Preneur Intensive

Inside the 2-Day Insura-Preneur Intensive

Hot Seats (Stand-Alone Session)

Membership & Access

The Agency Leaders’ AI Workshop — Build Leverage. Protect Valuation.
Dominate Your Market.

Inside the 2-Day
Insura-Preneur Intensive

Inside the 2-Day
Insura-Preneur Intensive