FREE · TUESDAY, DECEMBER 8 · LIVE ON ZOOMOne day. Real AI. Built for insurance agents.
AI that texts your leads, answers your phone, and creates your content — shown live, step by step, by people actually using it.
Tuesday, December 8 · 10am–5pm Central · 100% virtual on Zoom
The year is almost over, and if you're like most agents I talk to, you've heard a LOT about AI this year — but you still don't know what it should actually be doing inside your agency. That's what this day is for. No theory. No fluff. I'll show you the AI tools I use every single day, live, so you can watch them work and walk away knowing exactly what to set up first.
This isn't a day of AI hype. It's a day of AI that makes you money.
Every session ends with something you can set up right away.
Can I be honest with you? Most agents I talk to are using AI like a fancy search engine. They ask it a question, get an answer, and then go right back to doing everything by hand.
Meanwhile, a lead texts in at 9pm and nobody answers. The phone rings while you're with a client, and it goes to voicemail. You know you should be posting content, but who has the time?
That's not a lead problem. That's a staffing problem. And for the first time ever, you can solve it without adding payroll.
An AI employee doesn't just answer questions. It does the work. It texts back new leads in seconds. It answers your phone and books appointments. It turns one video into a week of content. It works nights, weekends, and holidays — and it never calls in sick.
On December 8, I'm going to show you exactly how. Live. For free. All day. I'm calling it The AI Workshop, and I'd love for you to be there.
Every session ends with an AI employee you can put to work this week.
Show up, and leave with a plan — not just notes.
We'll kick off by mapping out the jobs in your agency that AI can take off your plate right now — and which one to hand off first.
Your Takeaway: Your AI Hiring Plan — a simple worksheet you'll fill in all day, one box per session.
Watch a lead text in and Agent AI reply in seconds — answering questions, qualifying them, and booking the appointment while you're busy doing something else. Every keyword, comment, and inbound text feeds the machine, 24/7.
Your Takeaway: The texting setup that turns new leads into booked appointments — even at 9pm on a Sunday.
David and Elle live and breathe content. They'll show you how to record one short video, let AI turn it into clips, posts, and an email, and schedule a full week of content. Then they'll do it live, using a question from the audience.
Your Takeaway: A simple weekly content routine you can start this week.
Lunch break · 12:00–12:30 PM CT
Grab a bite. When we come back, we're picking up the phone with Voice AI.
Meet LOANNE, the Voice AI front desk built for insurance agencies. She answers every call, books appointments, and hands you the details before you ever pick up the phone. We'll put her number on screen so you can call her yourself — live — then run a hot seat on real agency calls.
Your Takeaway: How to stop losing leads to voicemail — starting the day you set it up.
Arturo Johnson joins us for this session. His topic will be announced soon.
Before you build an AI employee, get clear on the job, the rules, and who is in charge. Cody walks through seven keys to a solid plan.
Your Takeaway: A clear plan for your AI employee before you build it.
A behind-the-scenes look at the AI employees working inside my own companies — one that texts coaching to our members, one that launches ads, and one that reviews every support ticket. You'll see what works, what didn't, and what I'd set up first if I were starting over.
Your Takeaway: The first three AI employees I'd hire if I were running your agency.
Bring your questions. We'll answer as many as we can live, and I'll share how you can keep going with us after the workshop if you want help setting it all up.
Your Takeaway: Answers to your specific questions — from people who've actually built this.
You're not just getting me for the day. You're getting people who are actually using AI to grow insurance businesses — not just talking about it.
Agent CRM · LOANNE · InsuranceCMO.ai
Your host for the day. I'll teach Agent AI, LOANNE, and how I run my own companies with AI employees.
Jumpstart Go
Content and social systems experts, teaching AI video and content at 11am CT.
Guest speaker
Joining us at 1:30pm CT. His session topic will be announced soon.
Guest speaker
Teaching the seven keys to planning an AI employee before you build, at 2:30pm CT.
Normally, a day like this would cost you. On December 8, it's free. All you have to do is show up.
If any of these sound like you, save your seat:
If you nodded at even one of those, this day was built for you.
Bring your whole team
It’s free and it’s on Zoom, so there’s no reason to go alone. Bring your agents, your CSRs, your admin — everyone who answers texts, returns calls, or posts content for your agency.
Everyone who registers gets their own seat and their own AI Hiring Plan by the end of the day. Come back to the office with a team that has all seen the same thing — and all knows what to set up first.
The Bonus — Your AI Hiring Plan
Every attendee gets the AI Hiring Plan — a simple worksheet with one box for every session. By 5pm, you'll know exactly which AI employee to hire first, what it will do, and when you'll set it up. No guessing. No blank page. Just a plan.
One day of training. One clear plan to put it to work.
I'm not going to pretend there's no offer. There is — at the end of the day, I'll share a way to keep going with us if you want help setting all of this up. No pressure. No hard pitch. Just an option if it's a fit.
But the training itself? The live demos, the speakers, the Q&A, the AI Hiring Plan? All of that is yours whether you ever buy anything from me or not.
One day. Real AI. Built for insurance agents.
Free to attend, live on Zoom, Tuesday, December 8, 10am–5pm CT.
You keep doing everything by hand — answering every text, missing calls while you're with clients, and promising yourself you'll post more 'next week.' Or you spend one day with me and walk away with AI employees doing that work for you. I'll see you on December 8.
— Alex
P.S. — If AI has felt like a lot of noise this year, this is the day it finally clicks. You'll see it working live, ask your questions, and leave knowing exactly what to set up first. Save your seat now — I'll see you on December 8.