WEEKLY CRM + AI TOOLS + INSURANCE PROCESSES "BEST PRACTICES" IMPLEMENTATION AND TRAINING WORKSHOPS

Live, step-by-step workshops designed to help you build better systems and run your business with confidence.

Workshops run weekly, January - March 2026

There will be an introduction webinar on Wednesday December 31, 2025 at 12:00 PM. I will reveal the weekly topics and answer general questions. Don't miss the introduction webinar.

REGISTER NOW

https://event.webinarjam.com/gy8oq/register/zl05kbq

On the 1st and 3rd Wednesday, we focus on CRM and AI setup—

• Setting Up Automated Workflows and Pipelines
• Missed Call Email and Text-Back
• AI Text and Conversation Chatbots
• Creating Unlimited Websites and Landing Pages
• And Much, Much More

On the 2nd and 4th Wednesday, we focus on insurance agency processes—

• Lead Generation,
• Automated Lead Follow-Up and Workflows,
• New Sales,
• New Customer Onboarding Best Practices,
• Automated Customer Retention Processes,
• Service and Admin Processes,
• Scripts, Templates, and Forms,
• And Much, Much More

This is for business owners who want clear systems, and insurance agencies that want proven processes that actually work.

REGISTER NOW

https://event.webinarjam.com/gy8oq/register/zl05kbq

REGISTER NOW

https://event.webinarjam.com/gy8oq/register/zl05kbq