Agency Summit: How to Run your Agency Like a CEO and Max the Opportunity.
Schedule
Thu, 11 Dec, 2025 at 09:00 am to Fri, 12 Dec, 2025 at 05:00 pm
UTC-08:00Location
Circa Resort & Casino | Las Vegas, NV
About this Event
Welcome to the Level Up Agency Summit! Join us in Las Vegas, NV on December 11th & 12th for a deep dive with 2 of the most efficient agencies in the country!
You will be learning from agents: ANDREW PIZZI OLIVERA & ERIK SIMONIS, who have built agencies that have produced 700+ apps each month combined and reached the highest levels of recognition such as MDRT, EXOTIC TRAVEL, PRESIDENT'S CLUB, CHAIRMAN'S CIRCLE and more with teams of only 6 and 7 Team Members.
In this workshop, they will be focusing on ALL aspects of running your agency and taking it to MAXIMUM efficiency, they will be showing you every metric they measure to have achieved Scorecard bonuses of over $650,000 combined and operate on a 50% profit margin.
Most Agents run their agencies as small business owners, Andrew and Erik will show you how to zoom out and run it like a TRUE CEO and never waste marketing dollars or opportunities ever again, how to hire, train and keep A talent, how to use AI and social media to gain new customers, recruit and more.
What are you going to learn?
1- Mindset - The FOUNDATION for every successful person you have ever looked up to: YOUR MINDSET. Come prepared for a deep dive into how your mind needs to be trained to succeed at the highest levels.
2- Team part 1 - Culture Building, Pay Plan, Team Meetings, Aspirant Advantage to drive high performing team and set standards you will hire into, so you never need to worry about new people "not fitting in" or not being clear as to what their job enatails.
3- Team part 2 - Interview Process, Hiring, Onboarding, Training, Production & Goals, and Accountability.
4- Financial Services Strategies - Andrew and Erik will share the strategies they use to write a combined $300k+ travel credits year after year.
5- Numbers / Programs: Learn how to align your production goals with the company's programs that will drive the highest compensation. Understand everything behind creating a well-oiled machine that hits high numbers consistently with a simple to follow plan.
6- Marketing: Learn and see proven marketing strategies and MOST IMPORTANTLY, how to calculate the cost and the return on investment to make sure your dollars are being spent wisely. (ROI & Lead Acquisition Cost)
7- Triangle of Agency – Production Goal Setting. We all know it is one thing to say "I will produce 200 apps a month and a whole different game to know exactly how you will get there. LEARN Andrew and Erik's triangle of agency and how they are certain they will hit the targets they set for their agencies.
8- Social Media Advantage + AI Integration in your agency: Learn how to best adapt to the social media and artificial intelligence world and how to best take advantage of them to grow your office.
And more.... Trust us when we tell you: YOU CANNOT MISS THIS ONE.
We look forward to seeing all of you in Las Vegas.
Where is it happening?
Circa Resort & Casino, 8 Fremont Street, Las Vegas, United StatesEvent Location & Nearby Stays:
USD 498.04

















