INSURANCEWEBX PRESENTS · Season one Now showing · EP 01 · 45 MIN · Live
Title card for EP 01, The Client Already Chose Their Agent. The AI-Ready Agent, presented by InsuranceWebX.

InsuranceWebX invites you

The AI-Ready Agent Series

You are invited to a new live series for independent life, annuity and Medicare producers. It runs once a month, it is carrier neutral, and every episode puts a real demonstration on screen. Register for the ones you want; there is nothing to enroll in and nothing to cancel.

EP 01 · The premise
68.01%
of US Google searches now end without a click.

The research that used to happen after first contact now happens before it. You are being shortlisted, or you are not.

SPARKTORO · SIMILARWEB PANEL · 2026
2.64%

is what insurance converts on paid clicks, the lowest of all 23 industries measured. Cold clicks were never the business. Pre-sold shortlists are.

LOCALIQ · 2026 · 23 INDUSTRIES
What this is

How an agent gets chosen, now that a machine answers first.

One episode a month, forty five minutes, built around that shift. Every one of them answers the question underneath all of it: what happens to my practice if I do not do this?

Live, not recordedA real demonstration runs on a real agent's practice every month, on air.
Carrier neutralNo product is sold and no platform is pitched from the stage.
Built for producersNo technical background is assumed, and every session ships a one page take home.
Come to one, or come to allNot a twelve month commitment. Each episode stands on its own, so you pick what matters.
Next up · EP 01 · THU SEP 3 · 2:00 PM ET

The Client Already Chose Their Agent

This is not a twelve month commitment. Register for the sessions that matter to you and skip the rest.

Save my seat
The set piece

An audit runs live, on a real agent, start to finish.

Engines queried. The shortlist assembled. Every citation traced back to the page the machine read. It is a production tool, not a demo script. One audit is also given away free to a random attendee.

WHAT YOU WALK AWAY WITH
01
You will see whether the AI names you when a buyer in your market asks who to call.
02
You will know what the AI is already telling clients about your agency, in a report of your own.
03
You will leave with honest, sourced numbers, and you will know which projections to ignore.
04
You will have the one page take home that every session ships.
The desk · one compliance question, answered every episode

Am I even allowed to use AI for this?

Reading what an AI says about your agency is unregulated. Sending something, or claiming something, is not.

Every session closes by drawing that line for its own subject, in plain English, so you know where it sits before you cross it.

Questions

What is The AI-Ready Agent Series?

It is a twelve part live series from InsuranceWebX for independent life, annuity and Medicare producers. One 45 minute episode runs in week one of each month. Each episode explains one part of how buyers now find, choose and stay with an agent in an AI mediated market, and each one includes a live demonstration run on a real agent in the room rather than a recorded walkthrough.

Do I have to commit to all twelve?

No. Each session stands on its own and you register only for the ones you want. There is no series enrollment, no fee for skipping a month, and no penalty for joining late. Every session is recorded, and registering once means the replays come to you, so picking the three subjects that matter to you this quarter costs you nothing.

Who is this series for?

Independent producers who sell life, annuity or Medicare products and who own the marketing decisions in their own practice. It assumes no technical background. It is carrier neutral education, so no product is sold and no platform is pitched from the stage. If you have never touched an AI tool, the first episode is the right place to start.

Do I get an AI visibility audit for my agency?

One audit runs live on a volunteer during Episode 1, and a second is given away free to a random attendee. Everyone else can request one during the session. The report is generated by the same tool you watch run on screen, with every claim sourced and linked. It is not reviewed or rewritten by a person before it reaches you.

What if I cannot make the live session?

Register anyway. Every session is recorded, and the replay and the one page take home come to you either way. The live audit runs once and the questions get answered once, so the room is where the value concentrates, but you lose nothing by registering and catching it after.

Also coming up

What is next, and what plays beside it.

Title card for EP 02, Ranked Is Dead. Cited Is Everything..
EP 02

Ranked Is Dead. Cited Is Everything.

THU OCT 1 · 2:00 PM ET
Title card for EP 03, Reviews Are the New Referrals.
EP 03

Reviews Are the New Referrals

THU NOV 5 · 2:00 PM ET
Companion series

There is a companion workshop series that builds what these episodes teach, with your own agency on screen. See The Agency Workshop Series