Agents Integrating AI

Join the Automated Agency Circle

Grow Your Business and Automate Your Agency in a Mastermind of Insurance Professionals

Business Growth

Automated Systems

Agents Integrating AI

Running Your Insurance Agency Can Be Overwhelming

We've invested the last 2.5 days together learning about the possibilities of automation and AI for your agency!

You have a strong foundation, you can now build a personal and office GPT, and you can see exactly how implementing these in your agency will allow you to grow your business.

Now the question is... how do you implement these into your agency without getting overwhelmed, all while running your business?

You shouldn't have to feel like you're doing this alone - and you don't have to.

You'll no longer have to worry about...

Struggling with client communications

Missing out on new business

Frustrated by inefficiencies

Concerned about competition

Worried about adapting to technology

Doubting your tech integration skills

Lacking team training resources

Experiencing team disconnect

Challenged by strategy alignment

Facing declining profits

Feeling isolated in your struggles

Questioning scalability

Needing a resilient culture

Automate Your Agency, Impact More Families in Your Community

We created the Automated Agency Circle for one purpose: to help agency owners like you install systems of AI and Automation to support your team to grow - impacting more families in your community.

Automate Manual Tasks: Instead of doing rote tasks, you'll have systems in place to automate manual tasks so you can focus on customer relationships.

Enhance Your Customer Engagement: The best agencies have the best customer engagement. By utilizing tools such as AI and tech we can make working with your clients faster and easier, giving them the best customer experience possible.

Free Up Your Time: You'll have new systems and tools that allow you to save time and instead focus on high impact projects like strategic growth for your business.

Enhanced Recruitment and Training Systems: When you have the Automated Agency tools installed in your business, you'll have systems that make is simple for your new team members to get up to speed. The quicker they are trained, the bigger impact they have.

Become Futureproof: You didn't get into the Insurance business so you could spend hours a day keeping up with technological trends. Our mastermind of agents will keep you up to date not just on what tech is available to us, but what actually works in agencies.

Over the next 12 Months, You'll Learn and Implement Automation in All Business Systems in Your Agency

  • Social Media: create & schedule your social media so it is posted every week - without you having to lift a finger!

  • Ads & Lead Generation: use our AI platform to run your own ads that get you new clients

  • Systems & Process: Implement AI Automation to handle rote tasks - so your team can focus on high value work

  • Strategic Freedom Plan: Design your agency in a way that supports you and your team's lifestyle!

Additionally Automated Agency Circle Members Have Access to:

  • All Immersion Events

  • All Rapid Result Trainings

  • Automated Owl System & Trainings

  • AAC-only Monthly Trainings

  • 24/7 Live Chat Support

  • Live Tech Support

The Automated Agency Circle

$499/month

Standard Ticket

$1499

What You Get:

Full Event Access: Participate in the 2-day intensive workshop from June 27th to June 28th, 8 AM - 3 PM PDT each day.

Hands-On Training: Engage in practical sessions to learn essential AI tools and techniques.

Expert Guidance: Benefit from the expertise of industry leaders and AI integration specialists.

Event Materials: Receive comprehensive resources and guides to support your learning.

60-Day Recording Access: Access event recordings for up to 60 days to review and reinforce your learning.

Key Benefits:

Automate Routine Tasks: Learn to free up your time by automating administrative tasks.

Enhance Customer Engagement: Discover how AI can improve client interactions.

Boost Efficiency: Streamline your operations with AI tools.

Increase Profit: Use AI to identify new business opportunities and enhance sales strategies.

Create Team Alignment: Ensure your team is on the same page and working efficiently.

Extra Care Package (Sold Out)

$2499

Includes Everything in the Standard Package Plus:

Additional Day of Training: Join us on June 29th from 8 AM - 12 PM PDT for a review and Q&A session.

Tech Support: Access a dedicated room for assistance with tech challenges throughout the event.

Extra Virtual Seats: Bring up to three additional team members to join you virtually.

Personalized Help: Receive one-on-one support to address any specific challenges or questions you have.

Key Benefits:

Enhanced Learning Experience: Extra day for review ensures you fully grasp all concepts.

Comprehensive Support: Get the help you need with tech issues and personalized guidance.

Team Inclusion: Ensure your entire team benefits from the training by including them virtually.

Follow-Up Session: Additional time to address any unanswered questions and solidify your learning.

What You Get:

Mastermind Calls: Participate in the monthly Mastermind Calls

Hands-On Training: Learn to use the tools to Automate Your Agency

News Relevant to You: Keep up to date with the latest tools and skills that are working for agencies now

Access to Future Events: Get unrestricted access to future quarterly events

Team Access Included: Not only are you part of the program, but your team has access to calls and resources

BONUSES:

Automated OWL Software: complimentary access as long as you are a member ($499/month value)

Team Portal Access: a hub for training your team and agency resources

Talent Recruitment Pipeline: Automated follow-up for recruiting new team members

Center of Influence Nurture: Communications sequences to keep in touch with key community partnres

AI Chat Bot: This automatically responses to Google and Social Media Reviews - keeping you at the top!

COMING SOON:

Done-for-You Course: Training Modules for your agency

Ads Launcher: Easily run social media ads straight from Automated OWL (Full Training in Spring 2025!)

As Part of the Automated Agency Circle, You Have a Step-By-Step Plan for Success

Install the

Systems

Take our Proven Systems and Install Them in Your Agency

Your Team Implements

the Tools

Your Team will Learn how to Your the Tools

Grow Your Agency and Impact Your Community

You'll have an Automated Agency so you can focus on relationships.

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