The AI Workshop for Agency Leaders— 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.

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.

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)

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

This is real work.

You will leave with decisions made.

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

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

Even one additional policy per household materially changes revenue, retention, and exit value.

Workshop #3: Member Case Studies & Growth Lessons

Real agency leaders.

Real decisions.

Real results.

You’ll see what worked, what didn’t, and what to 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: