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AI Revenue Accelerator for Insurance Professionals
Private, hands-on AI workshop customized to help insurance agents increase enrollals, improve retention, and save 5–10 hours per week.
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Our Workshops
AI Insurance Accelerator
4-Hour Half-Day Intensive
Virtual
$3,000
In-Person
$3,000 + travel
Includes up to 10 participants.
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Rapid AI configuration for insurance workflows
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30-Second Client Communication System
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Medicare & policy explanation lab
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Objection handling scripts
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Follow-up & retention sequences
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Insurance-specific prompt library (20+ templates)
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Digital workbook
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Action plan for immediate implementation
Our Workshops
AI Insurance Implementation Lab
Full-Day Advanced Intensive
Virtual
$5,000
In-Person
$5,000 + travel
Includes up to 10 participants.
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Everything in Half-Day session
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Live workflow mapping for your agency
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Custom GPT build session
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Sales messaging refinement
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Compliance & ethical AI framework discussion
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Lead follow-up automation mapping
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30-day follow-up strategy session
Our Workshops
AI Insurance Growth Partnership
Workshop + 60-Day Advisory Support
Starting at
$9,500
Designed for agencies ready to:
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Integrate AI into daily operations
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Standardize team communication
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Build custom insurance AI assistants
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Improve sales consistency
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Increase retention systems
Policy
Booking Policy
Private agencies:
Training dates are secured upon receipt of payment.
Agency-sponsored sessions:
Invoice and internal billing options are available.
Travel (if applicable) is billed separately.
Training dates are secured upon receipt of payment.
Agency-sponsored sessions:
Invoice and internal billing options are available.
Travel (if applicable) is billed separately.
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