New Orleans Workshop: Automated Retention Systems for Insurance Agents

Fri Apr 10 2026 at 02:00 pm to 03:30 pm UTC-05:00

Regus - New Orleans - St Charles and Poydras | New Orleans

Phil-Am Insurance Agency
Publisher/HostPhil-Am Insurance Agency
New Orleans Workshop: Automated Retention Systems for Insurance Agents
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“Build Once. Retain Forever.”

This isn’t about marketing theory—it’s about utilizing a system you can actually implement immediately.
About this Event

💡 Event Description

You don’t have a lead problem.
You have a retention and follow-up problem.

Most Agents/Agencies lose revenue not because they can’t sell—but because:

  • Clients aren’t nurtured after the sale
  • Agents don’t feel connected long-term
  • Follow-up systems are inconsistent or manual

On this Friday April 10th, we’re hosting a private, hands-on workshop (limited to 20 people) where we’ll walk you through exactly how to build automated systems that:

✔ Increase client retention and lifetime value
✔ Keep your agents engaged, supported, and producing
✔ Automate communication without losing the personal touch
✔ Create consistent touchpoints across email, SMS, and CRM

This is not a presentation.
This is a working session where you’ll leave with systems you can actually use.



🔥 What You'll Walk Away With
  • A client retention campaign framework (renewals, cross-sell, referrals)
  • An agent engagement automation system
  • Plug-and-play email + SMS sequences
  • A clear automation map
  • Strategy on how to scale without increasing workload

🚫 Who This Is NOT For
  • Brand new agents just getting starte - UNLESS DRIVEN TO SUCCEED IMMEDIATELY
  • Anyone looking for theory without execution
  • Agencies not willing to implement systems

Who This IS For
  • Agency owners looking to scale sustainably
  • Producing agents who want consistency
  • Teams wanting to improve retention + culture
  • Anyone tired of “starting from scratch” every month


Only 20 seats available to keep this hands-on and personalized.

👉 Apply / RSVP to secure your spot
(We’ll confirm attendees to ensure the room is the right fit)



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Event Venue & Nearby Stays

Regus - New Orleans - St Charles and Poydras, 650 Poydras Street, New Orleans, United States

Tickets

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