FREE Workshop · Tuesday, June 23 · 1:00 PM – 5:00 PM · San Antonio, TX · Only 72 Seats
Free In-Person Workshop · June 23 · San Antonio
AI & Automation Workshop
A free 4-hour working session for insurance agency owners — built around the AI tools, automation workflows, and systems that the top-performing agencies are using right now.
with Alex Branning & Luis Moreno — LIVE in San Antonio
Four Hours. Real Tools. We're Building Your AI Game Plan With You!
1
Mindset: The Agency Owner Who Wins Thinks Differently
Stop operating like an agent. Start running a business. Alex opens the day by replacing the beliefs that keep agency owners stuck with the CEO mindset that drives growth.
Alex Branning
☕ 10-Minute Break
2
AI & The Agency of the Future
What is AI actually doing inside top-performing insurance agencies right now? Live demo included. Real tools, real results — not theory.
Alex Branning
3
Workflows That Cashflow
The exact revenue-generating workflows Luis uses with agency owners to build consistent, predictable income. The full playbook — not a highlight reel.
Luis Moreno
☕ 10-Minute Break
4
Your Agency Tech Stack
The AI tools that insurance agency owners are using to grow their business. All safe, effective and compliant.
Alex Branning
5
We Build Your Action Plan + Live Q&A
Build your personalized action plan in the room. Both presenters take live questions together.
Alex Branning & Luis Moreno
Is This For Me?
This Workshop Was Built for You If...
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You are an insurance agency owner or team leader
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You feel like you are doing too much yourself
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Growth has stalled and you are not sure why
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Follow-up and lead management feel overwhelming
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You want to use AI in your agency but do not know where to start
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You know you should have better systems but have not built them yet
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You are tired of inspiration — you want a real plan
This is not a sales seminar. This is a working session. You will leave with tools, workflows, and an action plan you can implement the next day.
Meet Your Presenters
Alex Branning
Founder, Agent CRM
Alex Branning has helped thousands of insurance agents build marketing systems, automate their follow-up, and generate more business with less manual effort. As founder of Agent CRM, he works daily with agents across every insurance product to solve the systems and automation challenges that keep them from growing.
Luis Moreno specializes in building the revenue-generating workflows and operational systems that turn insurance agencies into scalable businesses. He brings real-world experience helping agency owners create consistent, predictable income through the right processes and automation.
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Location
12838 San Pedro Ave San Antonio, TX 78216
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Date & Time
Tuesday, June 23 1:00 PM – 5:00 PM
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Cost
FREE Limited to 72 Seats
Reserve Your Seat
Claim Your Free Spot at the AI & Automation Workshop
Space is limited to 72 attendees. Fill out the form below to hold your seat. You will receive a confirmation within 24 hours.
🔒 Your information is secure and will never be shared. You will only receive updates about this event.
Common Questions
Is this really free?+
Yes. There is no cost to attend. We are hosting this workshop because we believe in investing in the agency owners in our community.
Who should attend?+
Insurance agency owners and team leaders. If you lead a team of agents, this day was built for you. Individual agents are also welcome.
Where exactly is the event?+
12838 San Pedro Ave, San Antonio, TX 78216. Parking and entry details will be sent in your confirmation.
How long is the workshop?+
Four hours, including two 10-minute breaks. Come ready to work and leave with a plan.
What should I bring?+
Just yourself and something to take notes. A workbook will be provided at the event.
Will anything be sold at the event?+
There will be an exclusive offer presented to attendees at the close of the workshop. It is not required. But those who are ready to take action will have the opportunity to do so.
72 Seats. One Day. Your Agency Changes Here.
Free to attend. Real tools. A plan you can use starting Tuesday.