The Insurance AI Workshop
A hands-on workshop where you'll walk away with a complete plan for using AI to grow your insurance agency — without the overwhelm.
Same experience. Same price. Same results. — $97
Led by Operators, Not Theorists
Alex Branning
Marketing and technology strategist for insurance agents. Alex has spent over a decade helping independent agencies turn modern tools into measurable growth.
Shaun Farley
Expert in automation, integrations, and AI-powered operations. Shaun builds the back-end systems that let agencies scale without burning out their teams.
What You'll Learn
Text & Voice AI — Design Your Bots
Map the exact conversations your agency handles every day. We'll design text and voice bots that field quotes, qualify leads, and respond to clients 24/7. You'll leave with a written blueprint of your first AI bot — ready to deploy.
Streamlining Operations with Automation & Integrations
Audit the busywork eating your team's time. Learn which integrations to prioritize first, how to connect your AMS to your marketing stack, and which automations deliver the biggest ROI. Walk out with a prioritized rollout plan.
Hot Seat Mastermind
Bring your toughest problem. Alex, Shaun, and the room workshop real bottlenecks live — from staffing to retention to lead flow. Every attendee gets focused feedback and actionable next steps.
AI & Marketing
Build an AI-powered marketing workflow tuned to your niche. Content, follow-up, ads, and retention — all working together. You'll leave with a repeatable system that produces leads without daily effort.
Building Session — Implement Together
No more theory — this is where the rubber meets the road. You'll work alongside Alex and Shaun to start implementing what you've learned. Set up your first automation, draft your bot script, or build your marketing workflow. Zoom Rooms will be open for Q&A the entire time so we can help you no matter how you're joining us. You'll leave with real progress, not just notes.
What You'll Walk Away With
- A written concept for your own AI text or voice bot
- A prioritized automation and integration plan for your agency
- An AI-powered marketing workflow built around your niche
- Solutions to your biggest roadblocks from the hot seat session
- A full recording of the entire workshop to reference anytime
- Clarity on what to implement first — and how to do it
In Person or Virtual
Dallas, TX
Come spend the day with Alex, Shaun, and a small group of fellow agents. Lunch is provided. The energy in the room is the whole point.
Live From Anywhere
Join live from your home or office. You'll see everything, participate in every session, and get the same results.
Same experience. Same price. Same results.
One Day. One Decision.
Founding member price — all future workshops will be $297. Lock in your spot now.
- Full-day live workshop (in person or virtual)
- Lunch provided for in-person attendees
- Full event recording delivered after the workshop
Is This For You?
This IS for you if…
- ✓You own or run an insurance agency and want to grow without hiring an army.
- ✓You're action-oriented and ready to implement what you learn.
- ✓You want a clear, prioritized plan — not vague theory.
- ✓You're tired of watching competitors leverage AI while you wait.
- ✓You value being in the room with operators solving real problems.
This is NOT for you if…
- ✕You're looking for a magic button that runs your agency for you.
- ✕You won't actually implement anything after the workshop.
- ✕You'd rather argue with new ideas than test them.
- ✕You're not willing to spend a focused day working on your business.
- ✕You're already running a fully AI-automated agency at scale.
Spots are limited — especially for in-person attendance.
This workshop will not be offered again at this rate.
July 22nd · Dallas, TX or Live Virtual