Free Webinar

BUILD A SMARTER INSURANCE AGENCY AI / CRM TRAINING


The prompts and instructions we provide can be used to create specialized agentic tools and uses in programs such as Claude, Co-Pilot, Gemini, Perplexity, etc. The model is the commodity; the prompt setup is the differentiator!

Most insurance agencies are doing well.
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They are writing business, servicing customers, and staying profitable.

But behind the scenes, there are gaps.

Follow-up is not as consistent as it could be.

Quoting takes longer than it should.

Staff handles things differently depending on the day.

Renewals and service requests are managed… but not always with a clear system.

And now AI is everywhere. You know it can help.
You just need to know where it fits and how to use it the right way inside your agency.

This 12-week live training series is designed to help you do exactly that.

Each week, we focus on one operational area of your insurance agency and show you how to build an AI-powered system using Custom GPT-style prompts and instructions that improve speed, consistency, and performance.

We are not talking about theory.

We are building tools you can use immediately.

And while we will demonstrate using ChatGPT Custom GPTs, the prompts and instructions you receive can also be used with other AI tools such as Claude, Gemini, Co-Pilot, Perplexity, and more.

This means you are not locked into one platform.

You are learning a system you can use anywhere.


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Wednesdays at 12:00 PM Central

Webinar Presenters

  • Billy R Williams

    Presenter

What You Will Learn In The Workshop Series

  • Lead Generation
    ​​​​​​​• Identify more opportunities from current customers, referrals, online shoppers, former clients, quoted-not-sold prospects, and future buyers
    • Apply proven marketing methods to reach those prospects more consistently
    • Use AI prompts to generate prospect ideas, outreach messages, and targeting strategies​​​​​​​

    Lead Follow-up
    • Create a clear structure for day 1, day 3, day 7, and beyond
    • Standardize calls, texts, emails, and voicemails
    • Use AI prompts to organize and write follow-up so nothing is missed

    • Use CRM Automation and Functionality to automate the Lead Follow-Up Process
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    • We will train and implement the additional 10 Core Insurance Agency Operational Areas

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  • THE DATA SUPER CENTER CRM

    ​​​​​​​Our amazing AI tool powered by the GoHighLevel Platform, will show you how one well designed tool, the right AI Prompts, the right workflows, and the right templates can handle 95% of the inbound and outbound marketing in your business.

  • Insurance Agency Best Practices

    Consistency is the mainstay of a great insurance agency. We will share our time-tested best practice processes that produce over a billion dollars in new and renewal insurance premiums each year. 

  • Insurance Agency Workflows and Pipelines

    Regardless of the Agency Management System and CRM combination you have in your agency, you will walk away from this training workshop with ready to implement tasks and steps.

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