Virtual Conference: Leverage for Benefits Brokers

Create Leverage. Buy Back Your Time. Grow the Book.

Three days of practical systems, tools, and strategies designed for benefits brokers who feel maxed out by renewals and service – but still want time to grow.
We’ll focus on leverage: doing the same work with less effort, reducing rework, and building a repeatable operating system for your agency.

After payment, you’ll be directed to GoToWebinar to complete registration (name + email). This ensures you receive the correct join links and reminders.

3 Live Days

Tue Apr 28 • Wed Apr 29 • Thu Apr 30

11:30–2:30 CT

Live sessions each day

Practical, not theory

Templates + systems you can use immediately

Who this is for

You’re great at servicing clients, but growth feels like it always comes “after renewals.”
You want a clearer system for tools, templates, and repeatable workflows.
You want practical ways to reduce time spent hunting for info, rebuilding spreadsheets, and reinventing the wheel.

The core promise

If you can “free up” even three extra high-value actions per day – through systems, batching, templates, and better tools – you can materially change your production without burning out.

Important: This is built for real agencies. Everything is designed to be used immediately, not “someday.”

Format

Live sessions on GoToWebinar

Live Core Sessions: 11:30 AM – 2:30 PM (Central), each day.
Pre-conference prep: short sessions so everyone starts with the same baseline (Workflowy + AI basics).
Optional deep dives: pre-recorded sessions you can watch on your own time for specific strategies and tools.

You’ll receive the conference notes in a format you can actually use and revisit – organized to make follow-through easier after the event.

High-level lineup

Multiple “leverage layers” – from time management and systems to quoting, knowledge access, compliance leverage, and AI.

Leverage foundations: buy back capacity without working longer hours.
Workflow systems: stop starting from scratch and find what you need fast.
Knowledge access: build a usable knowledge base from what you already have.
Quoting leverage: why good tools beat “run everything on every carrier site.”
Compliance leverage: stay out of the weeds and win business with confidence.
AI leverage: what’s real now, what RAG is, and practical use cases you can deploy immediately.

Pricing

Early Bird

$99 standard early bird registration
Includes all live sessions + access to prep content

ComedyCE.com Season Pass Holders

$79 early bird registration (discounted)
Same access as standard registration

Seats are virtual, but the goal is a focused room. If you have a team that should attend together, contact us for group options.

FAQ

How do I attend?

The live sessions will be hosted on GoToWebinar. After you register, you’ll receive the join links and calendar reminders.

What if I miss a live session?

You’ll have access to the notes and any available recordings/resources provided for attendees. (Exact replay availability may vary by session.)

Is there homework?

Yes – light pre-work so you can hit the ground running (Workflowy setup + quick AI fundamentals). There will also be optional deeper recorded sessions.

Do I need to be “good at tech” for this?

No. The goal is practical leverage. We’ll show what to do and how to use it, without requiring you to become a programmer.