5 Modules · Built for Independent Agents

Automate your agency.
Step by step.

A complete AI-powered agency operating system — built specifically for independent insurance agents. Set it up in a weekend. Run it forever. No tech background required.

3+ Hours saved
per day
11× More policies per agent
among top AI users
3× Agency capacity
no new hires
20+ Years of industry
experience behind it
$299

One-time payment

Enroll Now — $299 →

What's included

  • 5 complete modules
  • 50+ copy-paste AI prompts
  • Pre-written email templates
  • AMS translation guide
  • Course access + updates
  • 48-hour setup plan

✦ Questions before you buy? Get in touch →

The time and money case

What changes when your agency runs on AI

These aren't projections — they're what happens when you stop doing manually what a system can handle automatically.

3+ Hours saved per day once your foundation tools are running
5 min Response time that increases lead conversion by 30–50%
11× More policies per agent among top AI users
3× Agency capacity — without adding staff

✓ This course is for you if...

  • You're an independent agency owner writing personal, commercial, or L&H lines
  • You're spending more time on admin than on selling or advising
  • You want to compete with larger agencies without adding staff
  • You've heard about AI but don't know where to start
  • You want a system that works while you focus on relationships

× This course isn't for you if...

  • You want someone else to build it for you — see our Done For You option
  • You're looking for a general AI course, not insurance-specific
  • You're not willing to spend a weekend on setup
  • You already have a full tech and ops team running your agency
Inside the course

5 modules. One complete agency operating system.

Each module builds on the last. By Module 5 you have a fully automated agency that runs without you at the center of every task.

Before spending a dollar on any tool, you need the right mental model and the right tech stack. Module 1 gets you set up and confident in under a weekend — with zero IT help.

  • Why AI won't replace you — but will replace agents who don't use it
  • The 5 tools every agent needs (all have free tiers)
  • Data privacy and compliance rules for AI in insurance
  • Your agency audit — find your 10 biggest time wasters
  • Your weekend setup schedule — 90 minutes Saturday AM, live by Sunday PM
  • The compliance checklist before you go live with any AI tool
⏱ Time recovered: 3+ hours per day once your foundation tools are running

The first agent to respond wins the deal — not the cheapest or most experienced. This module builds a system that responds to every lead in under 60 seconds and follows up automatically for 14 days, whether you're in a meeting or asleep.

  • Why lead response speed is costing you money right now
  • The 3-tool stack — HubSpot, Zapier, ChatGPT — free setup in under 2 hours
  • Step 1 — Capture every lead in one place (no more scattered inboxes)
  • Step 2 — Instant AI response in under 60 seconds, even at 11pm
  • Step 3 — Your 7-touch follow-up sequence, fully written and ready to load
  • Step 4 — Build your Zapier automation (visual walkthrough, no coding)
  • Step 5 — Qualify, book, and close with Calendly automation
  • 15 copy-paste AI prompts for every lead scenario
  • AMS translation guide — AgencyZoom, EZLynx, HawkSoft, AMS360
  • Your 48-hour go-live checklist
⏱ Time recovered: Responding to leads goes from hours to seconds — automatically

Your existing clients are your best source of referrals and retention — if you stay in front of them. This module builds a 12-month AI-assisted nurture system and shows you how to create a month of social media content in an afternoon.

  • Building a 12-month client communication calendar with AI
  • Policy anniversary and life event triggers — automated outreach that feels personal
  • Post-claim check-ins that turn difficult moments into lasting loyalty
  • Referral request sequences — when to ask, how to ask, what to say
  • Social media content — a month of posts generated in one afternoon
  • LinkedIn for independent agents — what actually works
  • Canva AI for professional marketing visuals — no designer needed
  • Compliance guardrails for client-facing AI content
⏱ Time recovered: 2–3 hours per week on social and client outreach → 20 minutes

Most agents spend more time managing paper than managing relationships. Module 4 eliminates the bulk of that admin grind using AI tools that read, summarize, extract, and populate data in seconds — while you stay in control of every decision.

  • Reading and summarizing any insurance document in 30 seconds
  • Auto-populating ACORD forms and AMS records from uploaded dec pages
  • The 20-minute renewal workflow (down from 90–120 minutes)
  • Building a cross-sell trigger system — 3-level automation playbook
  • Book segmentation prompt — sorts your entire book into A/B/C priority lists
  • Cross-sell outreach by segment — home/auto, umbrella, life events, commercial gaps
  • Your weekly cross-sell Monday routine — 60 minutes, pipeline full
  • Compliance guardrails and data privacy — what's safe, what's not
  • AI prompt library — 20+ prompts for documents, renewals, and cross-sell
  • 7-day implementation plan
⏱ Time recovered: 20 renewals/month at 20 min each instead of 2 hrs = 26+ hours back per month

Module 5 puts everything from Modules 1–4 into a unified agency operating system — with documented SOPs, a measurement framework, and a 90-day roadmap to scale without adding staff.

  • The 4-layer AI operating system — how it all fits together
  • Mapping your current stack — find the gaps in 20 minutes
  • The 5-part SOP template — write once, run forever
  • Your 6 core SOPs — new lead, quote follow-up, renewal, service request, onboarding, weekly review
  • The vacation test — is your agency ready to run without you?
  • Measuring what matters — ROI baseline table and weekly 15-minute review
  • Your personal 90-day roadmap — Phase 1 foundation, Phase 2 automation, Phase 3 scale
  • Scaling without hiring — the 3 capacity leverage points
  • The capstone prompt library — agency audit, SOP generator, weekly review coach, ROI calculator
⏱ End result: 3× agency capacity without adding staff
Also included

Everything you need to implement — not just learn.

💬

50+ AI prompts

Copy-paste prompts for every scenario — renewals, cross-sell, follow-up, client communication, document extraction, and more.

✉️

Pre-written email templates

All 7 follow-up sequence emails, renewal review templates, cross-sell outreach by segment, referral requests, and re-engagement emails.

🗺️

AMS translation guide

AgencyZoom, EZLynx, HawkSoft, AMS360, and Applied Epic — exactly how each workflow maps to your specific system.

📊

ROI tracking table

Measure your before and after. Track hours saved, quotes delivered, close rate, and commission impact at 30, 60, and 90 days.

📋

6 ready-to-use SOPs

Pre-written standard operating procedures for every core agency workflow — ready to load into Notion and use from day one.

🧭

Course access + updates

The course is designed to stay useful as AI tools evolve, with updated prompts and workflows added as needed.

Questions

Common questions

No. The course is designed for agents who are great at insurance, not technology. Every tool has a free tier and a step-by-step setup walkthrough. If you can send an email and use your AMS, you have everything you need to implement this course.
The course is built around five tools — all with free tiers: ChatGPT or Claude (AI writing and document analysis), Notion (knowledge base and SOP library), Otter.ai (call transcription), Zapier (automation workflows), and Canva (marketing visuals). HubSpot (free CRM) and Calendly (free booking) are also used in the lead response module. You do not need to pay for anything to get started.
Yes. Module 4 includes a full AMS translation guide covering AgencyZoom, EZLynx, HawkSoft, AMS360, and Applied Epic — showing exactly how each workflow maps to your specific system. If you use something not on that list, most AMS platforms have a Zapier integration that makes connection straightforward.
Module 1 is designed to be completed in a weekend — about 3–4 hours total. Each subsequent module has a 48-hour to 1-week implementation plan. Most agents have their first automation running within 48 hours of starting and the full system live within 30 days.
Data privacy is covered in every module — specifically what's safe to put into AI tools and what to keep out. The golden rule: never paste client PII (SSN, DOB, policy numbers, health data) into a free public AI tool. The course teaches you how to use placeholder-based prompts that protect client data while still getting great AI output.
That's exactly what the Done For You option is for. Starting at $2,500, Leslie configures your automation setup, loads your templates and workflows, and runs a guided onboarding session to connect everything to your agency. The full course is included with every Done For You package. Learn more →

Stop running your agency.
Start automating it.

Join independent agents who are saving 3+ hours a day with AI — and growing their book without adding staff.

$299

One-time payment

Enroll Now →

Questions first? Send us a message →  ·  Want it done for you? Done For You — from $2,500 →

The AI Powered Agency
$299.00
One time

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