Create Leverage. Buy Back Time. Grow Your 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.
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.
- Choose your ticket in the Pricing section below.
- You’ll pay on PayPal (you can check out as a guest – no PayPal account required).
- After payment, you’ll be redirected to the session registration page to enter the attendee’s name + email.
- Bookmark the session registration page – we’ll post additional session links there as they become available.
The Core Promise
If you can “free up” time for even 3 additional high-value actions per day – through systems, batching, templates, and better tools – you can materially change your production without burning out. We'll show you how.
Early registrants receive early access to the digital version of my new book, Atomic Chunks – before it’s even published. It applies directly to what we’ll be building during the conference: turning what you already do into structured, reusable building blocks.
The first 50 registrants get an invite to a live Early Setup Session about one month before the conference. I’ll walk through the tool + system I use to organize my time and run my weeks with far less friction. This has significantly increased my productivity.
Format
A live, practical working session each day – plus prep so everyone starts aligned.
- Live core sessions: 11:30 AM – 2:30 PM (Central), each day.
- Pre-conference prep: outliner app setup + quick AI fundamentals.
- Optional deep dives: pre-recorded sessions for specific tools and strategies.
High-level lineup
- Leverage foundations: buy back capacity without longer hours.
- Workflow systems: stop starting from scratch.
- Knowledge access: build a usable knowledge base from what you already have.
- Quoting leverage: how tools + automation change renewals.
- Compliance leverage: stay out of the weeds and win business.
- AI leverage: what’s real now, what RAG is, and practical use cases.