Automate Lead Gen
We get the struggle...
There's a better way.
Imagine getting 2X-5X more qualified leads while spending the same on ads - all without becoming a tech expert or digital marketing guru.
Introducing: The AI Immersion Event for Insurance Agency Owners
July 9-11, 2025 | Virtual Live Event
Here's What You'll Master:
Transform from AI beginner to AI expert in just 3 days - even if you're not tech-savvy. Learn the exact prompting frameworks that get ChatGPT to deliver results other agents can only dream of, so that you can outpace competitors still doing things the old way.
Discover how to research high-value commercial prospects in minutes, not hours. Our system identifies decision-makers and their pain points before you even make contact, so that you can enter every conversation with insider knowledge that wins business.
Create unlimited marketing content that actually converts. Stop staring at blank screens - start producing emails, social posts, and ads that connect with clients (no writing skills required), so that you maintain consistent communication with prospects without the usual time investment.
Learn why most insurance agents waste 80% of their ad budget and how our AI system can help you get 2X-5X more qualified clicks without increasing your spending. Launch campaigns that target perfect-fit clients without technical headaches, so that you can multiply your lead flow without increasing your budget.
Learn how to build referral partnerships with realtors, mortgage brokers, and auto dealers using our proven outreach framework. Our AI-powered system maintains the personal touch while automating the consistent follow-up most agents struggle with, so that you can focus on building genuine relationships instead of managing communication schedules.
Our workshop is designed for the forward-thinkers, the game-changers, the ones eager to embrace AI for deep client understanding. But don't just take my word for it. Listen to the transformative experiences of our accomplished alumni:
Joe Nguyen from Garden Grove, CA was quite skeptical about AI. But now uses ChatGPT for translation in both his agency and personal life!
Talk about accelerated integration! JR Orenstein was able to create custom AI Agents) to boost his business and team productivity within a short period of time!
Karmen Ward from Portland, IN, had no AI experience. After just two days, she can now create professional presentations and efficiently manage her agency.
Ryan Miyashita has set up a GPT for his office so he and his team can get more done in less time - while doing the work for clients that matters!
Charles Allison encourages SF Agents to get on board with AI to become more competitive. He uses ChatGPT to write better emails more quickly!
Ron Mathews from Kingsport, found AI to revolutionize training and customer communication, boosting product sales and meeting customer needs.
Renee Armijo from Martin Armijo Insurance Agency in Yuma, AZ, found AI enhances efficiency and productivity, helping her work smarter, not harder.
Selena Warren from Staten Island, NY, discovered how AI can transform her business, helping her and her fellow agents work more efficiently and effectively.
🎥 Watch Their Stories: Each of these professionals has shared their journey in video testimonials, illustrating the profound impact and tangible results they achieved. These stories are not just inspiring; they're a testament to what you too can accomplish!
What You Get:
✅ DAY 1: MASTER AI FUNDAMENTALS & CUSTOMIZATION
‣Go from beginner to confident ChatGPT user in just one day
‣Build your own custom AI assistant that understands insurance terminology
‣Create frameworks that make AI sound authentically like you and your brand
✅ DAY 2: AI-POWERED LEAD GENERATION SYSTEM
‣Learn exactly how to create insurance-specific ads that actually convert
‣Master audience targeting strategies for local insurance markets
‣Leave with ready-to-launch campaigns built during the session
✅ DAY 3: AUTOMATION & IMPLEMENTATION
‣Create automated follow-up systems that nurture prospects into clients
‣Build referral partnerships with local businesses that deliver consistent leads
‣Generate unlimited marketing content for emails, social, and more
"MAYA" BLUEPRINT: TEMPLATE TO BUILD "MIGHT ASSISTANT TO YOUR AGENCY"
‣Our proven knowledge base template to train AI specifically for insurance agencies
‣Ready-to-customize sections covering policies, procedures, and client questions
‣The exact structure we've used to create AI assistants that actually understand insurance!
✅ 60-DAY LIFETIME RECORDING ACCESS
3-MONTH ACCESS TO AI ADS APP ($297 VALUE)
‣Premium ad creation and optimization tools
‣Insurance-specific templates for high-converting campaigns
3-MONTH ACCESS TO AI COPYWRITER ($237 VALUE)
‣Create emails, social posts, and marketing materials with one click
‣Save hours every week on content creation
1-MONTH IMPLEMENTATION SUPPORT ($499 VALUE)
‣Post-event email support to ensure your systems are working
‣Stay on track with your implementation
Key Benefits:
Reclaim Your Time (10+ Hours/Week): Reclaim an extra day! AI handles repetitive tasks, freeing you to build relationships and grow your business.
Generate Qualified Leads on Autopilot: Our AI-powered system, with expert ad guidance, attracts your ideal clients, delivering prospects ready to buy. (Plus, get 3 months of our ad tools!)
Build Referral Partnerships That Actually Work: Automated outreach nurtures connections with realtors, brokers, and dealerships, creating a steady stream of referrals.
Create Engaging Content in Minutes (Not Hours): AI copywriting tools, trained for insurance, craft compelling messages—plus, you get 3 months of access and a library of proven prompts.
Become the Future Proof Agent: Lead your market by leveraging AI; become the modern, efficient choice for clients, leaving competitors behind
What You Get:
3-day live virtual event so that you can master AI marketing in a structured, step-by-step environment
Access to world-class expert speakers so that you learn from proven industry leaders
60 days recording access so that you can revisit complex concepts and perfect your implementation
AI prompts and templates library so that you can generate perfect marketing content in seconds, not hours
Center of Influence outreach system so that you can build referral partnerships without constant follow-up
Custom AI agent setup guide so that you can create your own AI assistant trained on insurance specifics
Implementation roadmap so that you know exactly what to do and when to do it after the event
3 months of AI ad optimization system so that you can immediately multiply your lead flow by 2X-5X
What You Get:
Everything in General Admission PLUS:
LIFETIME recording access so that you can stay updated as AI evolves and revisit training anytime
6 months of AI ad optimization system (double the time!) so that you have more runway to perfect your campaigns
VIP support during and after the event so that you never get stuck and always maintain momentum
What You Get:
3-day live virtual event so that you can master AI marketing in a structured, step-by-step environment
Access to world-class expert speakers so that you learn from proven industry leaders
60 days recording access so that you can revisit complex concepts and perfect your implementation
AI prompts and templates library so that you can generate perfect marketing content in seconds, not hours
Center of Influence outreach system so that you can build referral partnerships without constant follow-up
Custom AI agent setup guide so that you can create your own AI assistant trained on insurance specifics
Implementation roadmap so that you know exactly what to do and when to do it after the event
3 months of AI ad optimization system so that you can immediately multiply your lead flow by 2X-5X
What You Get:
Everything in General Admission PLUS:
LIFETIME recording access so that you can stay updated as AI evolves and revisit training anytime
6 months of AI ad optimization system (double the time!) so that you have more runway to perfect your campaigns
VIP support during and after the event so that you never get stuck and always maintain momentum
What You Get:
Full Event Access: Participate in the 2-day intensive workshop from July 25th-26th, 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.
Includes Everything in the Standard Package Plus:
Additional Day of Training: Join us on July 27th 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.
If you attend ALL 3 DAYS and cannot launch your ads with AI to save at least 80% on your agency fees, we will continue to work with you until you do or refund 100% of your money back. No questions asked.
I started my insurance agency at 26 with a dream to buy my mom a house and provide a wonderful life for my future family. With the mentorship and help from top agents in the company, I quickly achieved great success. I hit top production levels, traveled at Level Three, made Chairman Circle, and achieved MDRT status. I was able to buy new cars and a house for my mom and take her around the world. However, this success came at a high personal cost, leading to burnout and strained relationships. I realized that the agency was taking life away from me rather than enriching it.
Determined to get my life back, I went on a journey of self-discovery and personal development. I attended countless personal development programs, followed Tony Robbins around the world, and was even invited to his home. I also went on many spiritual and meditation retreats. I learned from some of the brightest minds about business, life, digital marketing, AI automation, and most importantly, how to be a better human being. This journey helped me find balance and fulfillment, allowing my agency to support my life rather than consume it.
Now, I want to share my journey and insights with other insurance agents who feel overworked and overwhelmed. I understand your struggles and have the expertise to help you integrate AI into your practice effectively. I have successfully used AI to help several (tech-adverse) experts and online coaches launch their businesses and take them to multiple six figures in less than six months, as well as help them reach monetization on YouTube. With AI and a renewed mindset, you can transform your business and achieve the balance and success you deserve. Join me to reclaim your time, boost your efficiency, and lead a fulfilling life.
As a team member, Colter consistently wrote 232 life apps per year, generating $100K in life premium, along with 100 health apps and $25K in health premium. Now, he’s partnered with top producing team members to help others achieve the same success through proven sales strategies and skill development.
Through Team Member Perspective (TMP), Colter & teaches the sales and service plays that drive 300+ financial services applications per year and $150K+ in premium. TMP provides the step-by-step processes, systems, and skills to help team members sell with confidence and consistency—without feeling “salesy.”
As a father of four and owner of multiple successful businesses, David Peterson has mastered the art of building systems that drive consistent results through high-performing teams. After growing up in the insurance industry and watching his father run a successful agency for 40 years, David built his own remarkable insurance business from the ground up.
David's impressive achievements include:
Built a team of 40 professionals with zero business debt
Over 700 life applications written annually
Multi-line President's Club qualifier
Chairman's Circle (Legacy & MOA)
Exotic Travel Qualifier
Million Dollar Round Table member
Top-ranked Quicken Mortgage Agent
At the AI Immersion Event, David will reveal his proven strategies for marketing and business management, so that you can build systems that generate consistent results without requiring your constant attention and oversight.
With decades of experience applying world-class human psychology to successful marketing campaigns, Alex Changho has transformed both local businesses and online enterprises with his unique approach. Personally trained by industry legends like Tony Robbins, Jay Abraham, Don Miller, and Keith Cunningham, Alex is a highly sought-after marketing strategist.
At the AI Immersion Event, Alex will reveal:
The psychological triggers that make prospects take action
Secrets to running Google campaigns that marketing agencies don't want you to know
How to craft marketing messages that resonate with your ideal clients
Advanced AI implementation strategies for automated marketing systems
Together, these world-class experts will provide insights that would normally cost thousands in consulting fees - included with your AI Immersion Event registration!
This Event Is For You If...
• You're ready to embrace AI but don't know where to start
• You want to reduce marketing costs while increasing results
• You're tired of spending hours on tasks that could be automated
• You want to build stronger referral partnerships without constant follow-up
• You need systems that work for you even when you're not working
• You're eager to stay ahead of competitors still doing things the old way
• You value practical, step-by-step guidance over theoretical concepts
• You're willing to invest three days to transform your agency's future
This Event Is NOT For You If...
• You're looking for get-rich-quick schemes with no implementation required
• You want someone else to do 100% of the work for you
• You're resistant to adopting new approaches to your business
• You're not willing to follow a proven system step-by-step
• You're completely satisfied with your current marketing results
• You expect overnight success without any learning curve
• You believe AI is "just a fad" that will disappear soon
Don't let another month go by wasting thousands on ineffective marketing. Join us for three days that will transform your agency's growth trajectory forever.
Questions? Email us at [email protected]
Sign up easily here.
Engage in practical, interactive learning.
Start using AI tools to see immediate improvements.
Everywhere we turn, we hear about AI and its transformative potential. As insurance agency owners, you strive to keep up with the demands of your business while seeking ways to innovate and grow. The challenge is, amidst the daily hustle and administrative burdens, finding the time and understanding to effectively implement AI solutions can feel overwhelming.
At AiAi Mastermind, we understand the struggle. We've spent extensive time and resources diving deep into AI and automation, concluding that AI will change our world rapidly. However, we also recognize that most agents are too busy, overwhelmed, and overworked to navigate this transition alone.
That's why we are excited to invite you to our upcoming 3-day intensive event, "AI Immersion for Insurance Agency Owners,". This workshop is designed to provide you with practical, hands-on training and the knowledge to seamlessly integrate AI into your agency operations.
Join us to discover how to automate routine tasks, enhance customer engagement, and boost your agency's efficiency and profitability. You'll leave with a clear action plan and the confidence to transform your operations, staying ahead in the competitive landscape.
Don't let the complexities of AI hold you back. Take this opportunity to empower yourself and your agency with the tools and insights needed to thrive. Reserve your seat now and embark on the journey towards a more efficient, innovative, and successful agency.
The event will start at 8:00 AM Pacific Time and end at 3:00 PM Pacific Time daily. With 1 Hour break.
Engage actively in all sessions, complete any pre-event preparations, participate in hands-on activities, and take advantage of the Extra Care Package for additional support and follow-up.
You will need a personal laptop or desktop that is not a company-issued computer to access the latest version of ChatGPT.
Yes, you will need to install the latest version of Zoom for the meeting.
A personal laptop or desktop computer is required.
Ensure your browser and operating system are up to date for the best experience.
Yes, a webcam and microphone are necessary for participation in interactive sessions.
Event materials and resources will be provided via email and accessible through our designated online platform.
A stable internet connection with at least 10 Mbps download speed is recommended.
Yes, ensure you have the latest version of Zoom installed and your ChatGPT Pro subscription active.
We will have a separate room to assist with tech challenges as part of the Extra Care Package.
The primary software used will be ChatGPT and Notion. We will also discuss Loom, Canva, Descript, Heygen, MidJourney, Meta AI, Copilot, Firefly, Udio, Otto, Fathom, and other AI tools.
Yes, you will need the ChatGPT Plus subscription, which is $20 per month.
Yes, your team can attend with you. Only one Zoom seat per ticket is provided, so your team will need to be in the same physical room as you.
The Extra Care Package allows you to have three additional seats in the Zoom room for your team to join you virtually.
Yes, recordings will be provided to participants, and you will have access to them for 60 days.
For those who consider themselves tech-challenged, we offer an Extra Care Package with a separate room for tech assistance and a third day of review and Q&A.
The cost of attending the event is $1499 for General Admission, which includes access to the 2.5-day AI Immersion event (July 9-10), hands-on AI training, expert guidance on using ChatGPT and other AI tools, and practical AI skills for task automation and customer engagement. The Extra Care Package is $2499 and includes everything in General Admission, plus an additional day of training (July 11), dedicated tech support, extra virtual seats for up to three team members, and personalized one-on-one support.
Yes, we offer a satisfaction guarantee. You can request a refund within the first 4 hours of the first day if the event isn’t for you.
You have up to 4 hours after the event starts on the first day to request a refund.
The Extra Care Package includes a third day of review/recap on July 11th from 8 AM - 12 PM PDT, additional tech support, and three extra virtual seats for your team members.
You will have access to the event recordings for 60 days.
We highly recommend that agents attend to gain firsthand knowledge and skills, ensuring they can lead their teams effectively in AI integration.
You can text 878-788-8855 and our AI will answer any questions you might have related to the event. Alternatively, you can schedule a call with us at https://meet.aiaimastermind.com.
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