Solo insurance agent managing clients efficiently with AI assistance
For Solo Insurance Agents

Running Everything Alone?
There's a Better Way.

You're the producer, the CSR, the marketer, the bookkeeper, and the IT department. You don't need to hire a team to stop drowning. You need smarter systems. We have two paths to get you there.

Choose Your Path

Two Ways to Get Started

Whether you want hands-on guidance or prefer to learn at your own pace, we've got you covered.

Path 2

Community Membership

$29-49 /month

Learn at your own pace with a community of insurance agents who are all figuring out AI together. Weekly workshops, prompt libraries, templates, and peer support from people who get your world.

What You Get

  • Weekly live workshops on AI for insurance (recorded)
  • Growing prompt library (100+ insurance-specific prompts)
  • Template library: emails, forms, SOPs, and more
  • Peer community (ask questions, share wins, get feedback)
  • Monthly office hours with direct Q&A
  • New content added weekly to stay current

Best for self-starters who learn well with peer support and structured content.

Join the Community
Fast Results

What You'll Accomplish in the First 2 Weeks

Both paths deliver quick wins immediately. No waiting months to see results.

Week 1

  • Complete your self-assessment and know exactly where your biggest time drains are
  • Set up Google review auto-responses so every review gets a professional reply within 24 hours
  • Start using AI prompts for email responses, policy explanations, and meeting prep

Week 2

  • Quote forms live on your website capturing leads even when you're on calls or after hours
  • File naming system in place so you can find any document in under 2 minutes
  • Professional email signatures rotating seasonal CTAs that turn every email into a marketing touchpoint

Expected time savings after 2 weeks: 5-8 hours per week.

That's an extra full working day, every single week.

Free Download

Get the 10-Step AI Prompt Guide

10 copy-paste AI prompts designed specifically for insurance agents. Email responses, policy explanations, social media posts, meeting prep, and more. Start saving 5-10 hours per week today, for free.

Download the Free Guide

No credit card required. Instant download.

Community Membership

What's Inside the AgentFlow Community

A private space for insurance agents who are serious about using AI to grow their practice without burning out.

Weekly Workshops

Live sessions covering practical AI topics: writing better prompts, automating renewals, generating content, streamlining client onboarding. All recorded if you can't make it live.

Template & Prompt Library

100+ insurance-specific prompts and templates. Email sequences, quote responses, social media posts, review requests, renewal reminders, all ready to customize and use.

Peer Community

Connect with other independent agents navigating the same challenges. Share what's working, ask for feedback, celebrate wins. No corporate fluff, just real agents helping real agents.

Office Hours

Monthly live Q&A sessions where you can bring your specific challenges. Get direct guidance on your setup, troubleshoot issues, and get personalized recommendations.

Implementation Tracks

Structured learning paths so you're not guessing what to do next. Follow the step-by-step track for your situation: solo agent, small team, or growing agency.

Upgrade Path

If you outgrow the community and want hands-on help, community members get preferred pricing on consulting engagements. Many of our best consulting clients started here.

Ready to Stop Running on Empty?

Whether you choose guided consulting or the community, you'll start saving hours in your first week. Pick the path that fits your style and budget. See real results from agencies like yours.

Free 30-min call. No commitment required.

970.800.1295 · reu@localnerds.co · Windsor, CO

Ready to stop firefighting? Book a free strategy call.
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