Dallas Private Workshop: Automated Retention Systems for Insurance Agents
Schedule
Fri Mar 27 2026 at 03:00 pm to 04:30 pm
UTC-05:00Location
Regus - Dallas - Downtown Republic Center | Dallas, TX
This isn’t about marketing theory—it’s about utilizing a system you can actually implement immediately.
About this Event
💡 Event Description
You don’t have a lead problem.
You have a retention and follow-up problem.
Most Agents/Agencies lose revenue not because they can’t sell—but because:
- Clients aren’t nurtured after the sale
- Agents don’t feel connected long-term
- Follow-up systems are inconsistent or manual
On this Friday March 27th, we’re hosting a private, hands-on workshop (limited to 10 people) where we’ll walk you through exactly how to build automated systems that:
✔ Increase client retention and lifetime value
✔ Keep your agents engaged, supported, and producing
✔ Automate communication without losing the personal touch
✔ Create consistent touchpoints across email, SMS, and CRM
This is not a presentation.
This is a working session where you’ll leave with systems you can actually use.
🔥 What You'll Walk Away With
- A client retention campaign framework (renewals, cross-sell, referrals)
- An agent engagement automation system
- Plug-and-play email + SMS sequences
- A clear automation map
- Strategy on how to scale without increasing workload
🚫 Who This Is NOT For
- Brand new agents just getting starte - UNLESS DRIVEN TO SUCCEED IMMEDIATELY
- Anyone looking for theory without execution
- Agencies not willing to implement systems
✅ Who This IS For
- Agency owners looking to scale sustainably
- Producing agents who want consistency
- Teams wanting to improve retention + culture
- Anyone tired of “starting from scratch” every month
Only 10 seats available to keep this hands-on and personalized.
👉 Apply / RSVP to secure your spot
(We’ll confirm attendees to ensure the room is the right fit)
Where is it happening?
Regus - Dallas - Downtown Republic Center, 325 North Saint Paul Street, Dallas, United StatesEvent Location & Nearby Stays:
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