The Life Insurance Workshop

Build Your Life Opportunity Pipeline

A Hands-On Outbound Implementation Workshop for Insurance Agencies

Stop waiting for Life opportunities to happen. Build a process for intentionally creating them.

Many agencies have customers within their existing book who may benefit from a Life conversation. The challenge is consistently identifying who to contact, making the outreach, scheduling the Life Review, following up, and keeping the process moving.

This live, 3-hour workshop focuses on one specific strategy:

Building an intentional outbound Life opportunity system your agency can put into action.

Together, we'll work through how to:

• Identify and prioritize outbound opportunity lists within your existing book
• Choose a focused starting point instead of trying to call everyone
• Structure dedicated outbound calling time
• Use simple scripts to start the conversation
• Transition the conversation toward scheduling a Life Review
• Create a clear follow-up and handoff process
• Track activity so you can see what's working and where opportunities are getting lost
• Establish realistic activity expectations for your agency

You won't just leave with ideas.

You'll use the Agency Ascend Outbound Implementation Guide during the workshop to begin building your own process.

By the end of the session, you'll have the foundation for:

✓ Who you're going to contact
✓ What opportunity list you're starting with
✓ When outbound activity will happen
✓ What your team will say
✓ How appointments and follow-up will be handled
✓ What activity you'll track
✓ Your first 30-day implementation plan

The goal isn't to build your entire Life sales system in three hours.

It's to build one important part well enough that you can actually begin using it when you return to your agency.

Designed for dual-licensed agency owners, producers, Life-licensed professionals, team leaders, and P&C professionals who support Life opportunity development.

Bring your team or attend individually and take the process back to your agency.

This workshop focuses specifically on creating Life opportunities through intentional outbound activity.

Future Agency Ascend workshops will build on other parts of the process, including Life Reviews, follow-up, tracking, accountability, and building a repeatable agency Life system.

Start with one piece. Implement it. Then build from there.

Teresa Serrano | Founder, Agency Ascend Academy LLC

With more than 20 years in the insurance industry, Teresa brings experience as an agency owner and insurance trainer, helping agents and teams strengthen sales processes, develop their people, and create more consistent activity.

Train. Develop. Ascend.

Tuesday, October 13, 2026
10:00 AM – 1:00 PM

Canyon Training Room
1180 Iron Point Rd
Folsom, CA 95630

Registration: $97

Seating is intentionally limited to keep the workshop interactive and hands-on.

Build the outbound process for creating them.

Info: Why intentional outbound activity matters and where opportunities may already exist within your book.

Info: Identify and prioritize the customer groups you'll focus on first and create a realistic starting point.

Info: Work through outbound scripts, conversation starters, appointment setting, and real-world scenarios.

Info: Create the workflow for dedicated call time, appointment handoffs, follow-up, and tracking.

Info: Use the Agency Ascend Implementation Guide to map out who, when, what, and how you'll put the system into action.

Info: Questions, implementation priorities, and your next steps after the workshop.

Event venue & nearby stays

1180 Iron Point Rd, 1180 Iron Point Road, Folsom, United States

Concerts, fests, parties, meetups — all the happenings, one place.

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