INSURANCEWEBX PRESENTS · Season one Now showing · LAB 01 · 60 MIN · Live
Title card for LAB 01, Read Your Audit, Fix Your Foundation. The Agency Workshop, presented by InsuranceWebX.

InsuranceWebX invites you

The Agency Workshop Series

You are invited to a new live workshop series for independent life, annuity and Medicare producers. It runs once a month, and you spend the hour building on your own agency rather than watching a slide about it. Register for the ones you want; there is nothing to enroll in and nothing to cancel.

LAB 01 · The premise
8%
of agencies have AI actually embedded in daily workflows.

Two thirds say they plan to increase their use of it. The distance between those two numbers is intent, and intent is not an asset. This is the hour that closes it, on your own agency, with two foundation fixes worked through live and free.

BIG "I" AGENTS COUNCIL FOR TECHNOLOGY · 2026
What this is

A working bench for the things you keep meaning to fix.

One session a month, sixty minutes, and you spend it building rather than watching. You bring your own logins and your own numbers, and the thing exists by the time you log off.

You are the one buildingYou work on your own agency, live, with the room working alongside you.
Nothing is sold from the benchThe fixes are yours, and most of them cost nothing.
Arrive unprepared and still buildEvery session carries a named fallback, so you build instead of watching.
Come to one, or come to allNot a twelve month commitment. Each workshop builds a separate thing, so you pick what matters.
Next up · LAB 01 · THU SEP 17 · 2:00 PM ET

Read Your Audit, Fix Your Foundation

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

Save my bench
The set piece

We work the first two fixes together, live and free.

You watch your own agency on the screen. Every remaining finding gets marked as a one time job, a recurring job, or a standing job, and you defend those verdicts out loud.

WHAT YOU LEAVE HOLDING
01
You will have a one page fix list in your own words, whether you arrive with a report or build one alongside us.
02
You will have the Lead Ledger, so you can start tracking where your prospects actually came from.
03
You will have every finding sorted by severity, and marked as a one time job, a recurring job, or a standing job.
04
You will have your site verified and your Google Business Profile claimed, if you bring your logins to the room.
The desk · one compliance question, answered every episode

Are my profile listings considered advertising?

They are, and the rules travel with them. This session covers what you may and may not say on a profile you claim.

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 Agency Workshop Series?

It is a twelve part live workshop series from InsuranceWebX for independent life, annuity and Medicare producers. One 60 minute session runs in week three of each month. Every session is hands on: you work on your own agency while the room works alongside you, and you finish the hour holding the artifact rather than holding notes about it.

Do I have to commit to all twelve?

No. Each workshop builds a separate thing 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 you can pick the ones that fix what is actually broken right now.

Do I need to attend the episode first?

It helps and it is not required. Each Workshop is paired with the AI-Ready Agent episode two weeks earlier, and the Workshop normally starts from the report that episode produced. Every Workshop also carries a named fallback, so if you arrive without the input you run the by hand version alongside the room instead of watching.

What do I need to bring to Workshop 1?

Your AI visibility audit report if you requested one, plus login access to your website and your Google Business Profile. If you do not have the report, come anyway and run the by hand version with us. If you cannot get logins in time, you will still leave with the written fix list and the Lead Ledger.

What if I cannot make the live session?

Register anyway. Every session is recorded, and the replay and the take home come to you. The fixes themselves only get made in the room, because the site verification, the profile claim and the live troubleshooting happen while you are on the call with us.

Also coming up

What is next, and what plays beside it.

Title card for LAB 02, Build Your Citation & Authority Checklist.
LAB 02

Build Your Citation & Authority Checklist

THU OCT 15 · 2:00 PM ET
Title card for LAB 03, Build Your Review Request Workflow.
LAB 03

Build Your Review Request Workflow

THU NOV 19 · 2:00 PM ET
Companion series

There is a companion episode series that explains why each of these builds matters, two weeks before you build it. See The AI-Ready Agent Series