Learn the strategy. Build the systems. Keep improving. Three tiers designed around how you
want to learn and implement.
Learn the strategy. Build the systems. Keep improving. Three tiers designed around how you want to learn and implement.
Education and a practical place to start.
Best for learning and implementing at your own pace.
Start Learning — $97/monthGo beyond ideas with added tools and infrastructure.
Best for owners actively implementing processes.
Build Your Systems — $197/monthContent support and a broader AIB experience.
Best for hands-on use of the broader AIB platform.
Go All-In — $297/monthThis is the intended tier architecture. Confirm tool activation status and plan
entitlements before publishing the site.
This is the intended tier architecture. Confirm tool activation status and plan entitlements before publishing the site.
| Membership benefit | Foundation | Builder | Operator |
|---|---|---|---|
| Courses, community & DFY resource library | ✓ | ✓ | ✓ |
| Monthly member calls | 1 | 2 | 3 |
| AI utility tools & custom GPTs | — | ✓ | ✓ |
| Budget Dashboard | — | Rollout | Rollout |
| GHL sub-account / snapshots | — | Phased | Phased |
| Content Studio | $75 add-on | $75 add-on | Included |
| Small-group mastermind | — | — | ✓ |
| Boot Camps (as scheduled) | Per event | Per event | Included |
| AI Role-Play | Separate | Separate | Separate |
Deployment clarification: GHL accounts are not yet broadly live. Dashboard and Content Studio access should be checked against actual activation and availability. Do not claim instantaneous activation on checkout pages.
Content Studio is included in Operator, available for Foundation/Builder members as a $75/month add-on, and planned at $149/month standalone. AI Role-Play is a separate program with its own access and pricing.
A straightforward path as your needs change
Membership changes and their billing effective dates must be confirmed against the current GHL/Skool payment setup before publication.
Not for broad member activation. GHL infrastructure is being released in phases, beginning with foundational tagging, segmentation and usable campaigns.
No. AI Role-Play and agency-specific training are separate programs and are not automatically bundled into membership.
The current structure provides Content Studio for $75/month as a member add-on; Operator includes it. Confirm fulfillment and availability at purchase.
I spent $30K testing 15 platforms. Three actually saved me time.
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Projected Annual Referrals
In Research & Development
Spent 2 years testing every AI tool imaginable. Fifteen different platforms.
Over $30,000 invested.
Here's what he learned:
Most tools work. But they don't work together.
You buy a ChatGPT course. Learn prompting. Then what?
You get another AI subscription. Now what connects it to your processes?
You watch social media tutorials. Post for a month. But where's the system that ties it all to client acquisition?
Three platforms actually saved Daniel time.
The rest taught him what every insurance agent learns the hard way:
Tools without systems are just more chaos.
You know the feeling.
You sit down to build a process.
New hire onboarding.
Referral system.
Cross-sell sequence.
You write notes on a whiteboard:
Step 1: Initial call
Step 2: Follow-up email
Step 3: Schedule review
Step 4...
Twenty bullet points later, it's overwhelming.
One of our pilot members said it perfectly:
After you got 20 bullet points on the board, it's like you might as well have nothing written down.
You end up getting nothing done.
Owner of an 11-state operation.
He'd been chasing and running after the next new lead for fifteen years.
When Daniel showed him the referral frameworks, something clicked.
He realized how much business was sitting in his current book.
How much cross-selling he was missing.
How much retention he could improve.
Paul generated 5 referrals in 3 days. Zero ad spend.
Paul's now on pace to generate 530 new referrals this year.
Even the biggest agents need fundamentals.
So they put their heads together and built what didn't exist:
The blueprint for a modern insurance agency.
Not fragmented tools.
Not theory courses.
Not just community.
Everything working together.
One integrated blueprint that modernizes your entire agency.
Start with what is useful now and expand as your agency evolves.
Practical education, agency processes, useful technology, and implementation support to help insurance agency owners keep improving.
Build a better agency. One system at a time.
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