Dallas Private Workshop: Automated Retention Systems for Insurance Agents

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.

• 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

• Brand new agents just getting starte - UNLESS DRIVEN TO SUCCEED IMMEDIATELY
• Anyone looking for theory without execution
• Agencies not willing to implement systems

• 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)

Know what’s Happening Next — before everyone else does.

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Host or Publisher Phil-Am Insurance Agency