Live Training • Limited Seats
AI for Insurance Agents: Automate Follow-Up, Renewals & Lead Conversion
A 60-minute masterclass on AI tools that handle the repetitive work — so you can focus on writing policies and building relationships.
Class Starts In
📅 Tuesday, April 8, 2026
🕚 11:00 AM - 12:00 PM CST
💻 Live on Microsoft Teams
Sound Familiar?
- Policy renewal reminders fall through the cracks
- Internet leads go cold before you can follow up
- Quote requests pile up while you're on calls
- You spend more time on admin than selling
- You know AI could help but the industry feels behind
What You'll Walk Away With
- Automated renewal reminder system that runs 60-30-15 day sequences
- AI-powered lead response that engages in minutes, not hours
- Quote generation assist — gather info before you touch the keyboard
- Policy review follow-up that books appointments automatically
- Cross-sell identification — AI spots opportunities in your book of business
- Live demos — watch me build these systems in real-time
Your Instructor
JN
Joseph Newberry, MBA
AI Systems Builder • Sales Leadership Expert
- 7 years as #1 in personal production (financial services)
- $117M in annual production using systematic follow-up
- 700+ 5-star client reviews
- Built AI systems for sales teams across industries
- Leadership consultant to top producers nationwide
- Founder, ExecClone — AI executive assistants
⚠️ Limited to 25 seats to keep it interactive. Once they're gone, they're gone.
$297
$97
Early bird pricing — increases after first 15 seats
Reserve My Seat Now — $97 →
✓ 100% money-back guarantee if you don't learn at least one thing you can use tomorrow
Questions?
I'm not tech-savvy. Is this for me?
Absolutely. Insurance has been slow to adopt AI, which means the opportunity is huge. These tools work with plain English — no coding required.
Will this work with my agency management system?
Yes. The tools I'll show you integrate with most major platforms, or work standalone alongside what you already use.
Will this be recorded?
Yes — all registered attendees get the replay. But live attendees get to ask questions and see bonus demos.