Hands-On AI & Automation Training at Phil-Am HQ
Ryan Peters personally walks you through building automated communication and retention systems — live, in the room, step by step. You build it during the session. You leave with it running. Only 20 seats available — this is a small group session by design.
5-star reviews from every workshop we've run — agents call it a game changer.
Only 20 Seats Available
Reserve Your Seat — May 14th
Everything You Need to Know
This is an in-person, hands-on session at the Phil-Am office in Houston. Space is limited — here's what to expect.
📍 Training Logistics — May 14th, 2026
A Complete 4-Step
Client Automation Funnel
No recruiting pitch. No slide deck you'll forget by Monday. You're building real, working systems inside a live environment — and you're taking them home running.
This Is Not Another Conference
Most events are designed to motivate you, not equip you. Ryan Peters is personally walking you through a complete automation funnel built for insurance agents — step by step, in real time, in the same room. You leave with it working.
Post-Sale Thank You + Referral Ask
Triggered the moment you close a sale. Warm thank-you, policy details, and a built-in referral ask — fully automated.
Retention Automation
30, 60, and 90-day touchpoints after enrollment. Clients stay engaged, churn drops, loyalty builds — on autopilot.
Birthday Automation
Personalized birthday messages that keep your name top of mind. Simple, human, and completely automated.
OTC Benefit Reminders
Timely reminders so clients actually use their OTC benefits — and thank you for it every time.
Only 20 Seats.
Reserve Yours Now.
Thursday, May 14th, 2026 · 12:00–3:00 PM · Phil-Am Office · Houston, TX
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