Turn AI Into Your Agency's Unfair Advantage
Agency AI Pro is the hands-on growth platform built exclusively for insurance professionals — giving you ready-to-use AI systems for client communication, lead generation, automation, and business growth, with zero tech background required.
"I built Agency AI Pro because insurance professionals deserve a seat at the AI table — and they deserve to get there without wading through a single minute of tech nonsense."— Michael Adams
What you'll learn
What you'll be able to do
- Deploy AI-powered client communication systems — including proposal writing, policy summaries, and renewal campaigns — that save hours each week and measurably improve client experience.
- Build an always-on lead generation and referral marketing engine using AI-crafted content, social media campaigns, and email sequences tailored to your specific insurance specialty.
- Automate the daily operational tasks — quote follow-ups, appointment scheduling, CRM updates, and customer service responses — that currently consume your most productive hours.
- Design and launch a commercial prospecting and cross-selling strategy driven by AI workflows that systematically grow your book of business without adding headcount.
- Create a scalable agency brand with consistent video content, educational marketing, and AI-assisted webinars that position you as the trusted authority in your market.
- Lead a more profitable, better-organized agency by using AI for business planning, performance reporting, staff training, and growth-stage decision-making.
How it works
A school that adapts to you
This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.
We learn your level
A quick placement check tailors your starting point so you're never bored or lost.
Lessons adapt as you go
Each lesson is written for your pace and your goal, adjusting as your skills grow.
Your AI coach keeps you moving
Checkpoints, feedback, and gentle nudges turn progress into a real result.
The curriculum
What's inside your school
11 modules · 56 lessons
Personalized Onboarding & AI Readiness
Assess each member's specialty, goals, and experience level to unlock a personalized learning path and set the foundation for confident AI use.
- 1.1Welcome to Agency AI ProIncluded
- 1.2Your Agency Profile AssessmentIncluded
- 1.3Reading Your Personalized RecommendationsIncluded
- 1.4How AI Actually Works — Without the Tech TalkIncluded
- 1.5Your First AI Win in Under 10 MinutesIncluded
Building Your AI Confidence — Client Communication & Proposals
Master AI-powered writing for every client-facing document — from first contact through renewal — so every communication is faster, cleaner, and more persuasive.
- 2.1Writing Client Emails That Get ResponsesIncluded
- 2.2Proposal Writing with AIIncluded
- 2.3Policy Summaries Clients Actually ReadIncluded
- 2.4Quote Follow-Up Sequences That Close More BusinessIncluded
- 2.5Renewal Campaign Messages That Retain ClientsIncluded
Building Your AI Confidence — Lead Generation & Referral Marketing
Build an always-on prospecting engine using AI-generated content, social media campaigns, email marketing, and referral systems tailored to your specialty.
- 3.1Understanding AI-Driven Lead GenerationIncluded
- 3.2Social Media Content Creation with AIIncluded
- 3.3Email Marketing Sequences Built with AIIncluded
- 3.4Building a Referral Marketing MachineIncluded
- 3.5Content Creation for Every Insurance SpecialtyIncluded
Building Your AI Confidence — Daily Operations & Automation
Eliminate the repetitive administrative tasks draining your most productive hours by automating scheduling, CRM updates, customer service, and workflow management with AI.
- 4.1Mapping the Tasks AI Should OwnIncluded
- 4.2CRM Automation Fundamentals for Insurance AgentsIncluded
- 4.3Automating Appointment SchedulingIncluded
- 4.4AI-Powered Customer Service ResponsesIncluded
- 4.5Workflow Automation Without Writing CodeIncluded
- 4.6Productivity & Time Management Using AIIncluded
Building Your AI Confidence — Commercial Prospecting & Business Planning
Apply AI to systematic commercial prospecting, cross-selling, and strategic business planning so growth becomes a repeatable process rather than a reactive one.
- 5.1Commercial Prospecting with AIIncluded
- 5.2Cross-Selling Systems That Grow Your BookIncluded
- 5.3Writing Commercial Outreach That Gets MeetingsIncluded
- 5.4Using AI for Business PlanningIncluded
- 5.5Tracking Performance and Making Smarter DecisionsIncluded
Growing Your Agency with AI — Marketing Systems & Agency Brand
Elevate your agency's market presence by building AI-powered marketing systems, consistent video content, educational webinars, and a recognized expert brand.
- 6.1Building a Complete AI Marketing SystemIncluded
- 6.2Video Marketing for Insurance ProfessionalsIncluded
- 6.3Hosting Educational Webinars with AI AssistanceIncluded
- 6.4Building Your Agency Brand with AIIncluded
- 6.5Becoming the Recognized Authority in Your MarketIncluded
Growing Your Agency with AI — Retention, Cross-Selling & Client Experience
Use AI to design proactive client retention programs, systematic cross-selling campaigns, and elevated service experiences that deepen loyalty and grow lifetime value.
- 7.1Client Retention Campaigns Powered by AIIncluded
- 7.2AI-Driven Cross-Selling Across Every LineIncluded
- 7.3Personalizing the Client Experience at ScaleIncluded
- 7.4Handling Service Issues with AI EfficiencyIncluded
- 7.5Measuring Client Satisfaction and Acting on FeedbackIncluded
Growing Your Agency with AI — Agency Operations, Hiring & Leadership
Apply AI to the operational and leadership side of running a growing agency — from hiring and staff training to reporting, decision-making, and scaling profitably.
- 8.1AI Tools for Agency Operations and EfficiencyIncluded
- 8.2Hiring and Onboarding with AI SupportIncluded
- 8.3Training Your Team to Use AI EffectivelyIncluded
- 8.4Leadership, Reporting, and Growth-Stage Decision-MakingIncluded
- 8.5Scaling Your Agency Without Scaling Your StressIncluded
Growing Your Agency with AI — AI Assistants, Advanced Automation & Workflows
Deploy sophisticated AI assistants and multi-step automation workflows that handle complex agency processes end-to-end with minimal human intervention.
- 9.1Building Your Own AI Business AssistantIncluded
- 9.2Advanced Prompt Engineering for Insurance ProfessionalsIncluded
- 9.3Multi-Step Automation Workflows for Growing AgenciesIncluded
- 9.4Integrating AI Across Your Entire Tech StackIncluded
- 9.5Auditing, Optimizing, and Scaling Your AI WorkflowsIncluded
Ongoing Monthly Membership — Always Ahead with AI
Receive a continuous stream of new AI tools, prompt libraries, case studies, expert coaching, and monthly challenges that keep your agency on the leading edge.
- 10.1How the Monthly Membership WorksIncluded
- 10.2Monthly AI Tool Spotlights and Prompt LibrariesIncluded
- 10.3Monthly Implementation ChallengesIncluded
- 10.4Guest Expert Sessions and Industry Trend BriefingsIncluded
- 10.5Monthly Coaching, Mastermind, and Community EngagementIncluded
AI Business Coach & Professional Community
Access an always-available AI Business Coach and a thriving professional community where members collaborate, share, and accelerate each other's growth.
- 11.1Introducing Your AI Business CoachIncluded
- 11.2Improving Your Prompts with AI Coach FeedbackIncluded
- 11.3Submitting Marketing for AI Coach ReviewIncluded
- 11.4Navigating the Community: Sharing, Learning, and GrowingIncluded
- 11.5Mastermind Groups, Networking, and Peer AccountabilityIncluded
Who it's for
Is this you?
Independent Agents
You wear every hat in your agency — Agency AI Pro hands the time-consuming ones to AI so you can focus on closing and serving clients.
Agency Owners
You're ready to scale revenue without scaling headcount — this platform gives you the AI systems, leadership tools, and team-training playbooks to do it.
Commercial Producers
From prospecting outreach to cross-selling workflows, you'll build an AI-powered commercial pipeline that lands more meetings and grows your book systematically.
Medicare Specialists
You'll get specialty-specific content strategies, referral marketing systems, and client communication tools built for the unique rhythm of Medicare sales.
Life & Health Agents
AI-crafted proposals, automated follow-up sequences, and retention campaigns make it easier than ever to deepen client relationships across every policy line.
Captive & P&C Professionals
Whether you're running renewals, handling service issues, or building your local brand, you'll get practical AI systems that fit your existing agency structure.
Questions
Frequently asked
Your teacher
A note from your teacher
Michael Adams
If you've been watching AI take over the conversation in our industry and wondering when you're finally going to figure out how to make it actually work in your agency — I want you to know that's exactly why we built this.
You're not behind because you're not smart enough. You're behind because everything out there about AI is written for tech people, not insurance people. It's vague, it's jargon-heavy, and it has nothing to say about quote follow-ups, renewal campaigns, or prospecting commercial accounts. You've got a real business to run and real clients counting on you — you don't have time to translate theory into practice on your own.
Agency AI Pro is the platform I wish had existed when I started figuring this out. Every single lesson is grounded in what actually happens inside an insurance agency — the client emails that need to go out, the proposals that need to be sharper, the daily operational tasks that eat your best hours, and the marketing that needs to be consistent even when you're slammed. We start with a personalized assessment so the curriculum speaks to your specific situation, whether you're a solo Medicare specialist, a commercial producer, or an agency owner managing a growing team. And then we get to work — fast.
Here's what I want you to understand: you don't need a tech background. You don't need to write code. You don't need to overhaul your agency overnight. What you need is a clear, trusted roadmap and a community of professionals who are doing this alongside you. That's what's here. The monthly membership means you'll never fall behind as the tools evolve — new prompt libraries, new tool spotlights, live expert sessions, and mastermind calls keep you ahead of the curve, not scrambling to catch up.
I respect your experience and your time. So let's skip the theory and get to work. Your first AI win is ten minutes away — and from there, the book of business you've been building is about to get a whole lot more profitable.
Welcome to Agency AI Pro. Let's go.
— Michael Adams
Start your journey today
Join get instant access — learn at your own pace with an AI coach in your corner.
$47/mo
Recurring billing · cancel anytime
Secure checkout · Instant access
- 11 modules, 56 lessons
- AI-adaptive lessons tuned to your level
- Quizzes & checkpoints to lock in progress
- Your own AI learning coach
- Learn on any device, at your pace
- Full access for as long as you're subscribed