Free Live Workshop · May 8th

Stop Leaving After Conferences With Nothing to Use.

This is a hands-on, build-as-you-go workshop where Ryan Peters personally walks you through creating automated communication and retention systems you can implement the same day. No fluff. No recruiting pitch. Just real tools that go to work immediately.

📅 Friday, May 8th, 2026

🕑 2:00 – 3:30 PM CST

💻 Online — Free

★★★★★

5-star reviews from every workshop we've run — agents call it a game changer.

Reserve Your Free Spot

Register for May 8th

🔒 Your info is safe. No spam — ever.

What You're Getting

Built for Agents.
Not Built for the Stage.

Every other conference fills your head and sends you home with notes you'll never look at again. We do it different.

🚫

This Is Not Another Recruiting Pitch

Most events are designed to recruit you, not equip you. On May 8th, Ryan Peters is personally walking you through a complete 4-step client automation funnel — hands-on, inside a live system, step by step. You build it during the session. You leave with it running.

Step 01 ✅

Post-Sale Thank You + Referral Ask

Triggered the moment you close a sale. Warm thank-you, policy details, and a built-in referral ask — automated.

Step 02 🔁

Retention Automation

30, 60, and 90-day touchpoints after enrollment. Clients stay engaged, churn drops, loyalty builds — on autopilot.

Step 03 🎂

Birthday Automation

Personalized birthday messages that keep your name top of mind. Simple, human, and completely automated.

Step 04 💊

OTC Benefit Reminders

Timely reminders so clients actually use their OTC benefits — and thank you for it every time.

Your Instructors

The Phil-Am Team

Three principals. One mission — to give you tools that work the same day you get them.

Workshop Lead

👤

Ryan Peters Principal, Phil-Am Insurance Agency

Ryan leads the hands-on build portion of every workshop. He built these systems inside Phil-Am and walks you through exactly how to replicate them in your agency.

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Rochelle Peters Co-Principal, Phil-Am Insurance Agency

Rochelle brings the operational perspective — the human side of why these systems work and what they mean for an agent's long-term growth and sustainability.

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Farrah Whitemore Agency Growth Lead, Phil-Am

Farrah works with agents every day to help them get from licensed to producing as fast as possible. AI and automation is a core part of how she does it.

Agent Reviews

What Agents Are Saying

Five-star reviews across every workshop we've run. These are agents who showed up and built something real.

★★★★★ "I've been to a dozen insurance conferences. This is the first time I walked out with something I could actually use the same day." Insurance Agent

★★★★★ "Ryan walks you through every step — it's not a presentation, it's a working session. I left with a system that was already running." Medicare Agent

★★★★★ "This is what every insurance training should look like. Real tools, real implementation, zero fluff. Absolutely worth your afternoon." Independent Agent

Ready to Build Something Real?

May 8th · 2:00 PM CST · Free · Online · Laptop Required