The Team Training Program

The AI Leadership Hub

Built for whole insurance teams, not scattered individuals. Twenty-five days, one lesson a day, and no technical background needed to start.

Talk About Your Team See the Day-by-Day Path
  • Five stagesAccess, Identity, Systems, Ownership, Strategy
  • 19 artifactsReal work you keep and reuse
  • One cohortEveryone learns together, nobody left behind
Annette Fog leading a client call workshop for an agency team
TRAIN · EMPOWER · ELEVATE
How It Runs

Everyone Learns It. At the Same Time.

One lesson a day on a private platform, taken by the whole team at once. Each lesson names the evidence a participant has to produce before it counts as done, so the leader can see the room moving together.

Built, Not Watched

Every lesson ends with something the participant made: a profile, a workflow map, a reusable skill, a tracker, a prototype. Nineteen of them are formal portfolio artifacts.

Checked, Not Assumed

Each lesson states its evidence standard up front. A safety gate has to be passed in the first week, and live FAQ checkpoints close out each build phase.

Together, Not Alone

The whole cohort takes the same lessons in the same order, leaders included. Everyone ends up with the same language and the same boundaries, so the office can link arms instead of waiting on the few who taught themselves.

What It Gives Back

Twenty-Five Days to Operating at the Top of Your License

None of this is about replacing anyone. Every artifact in this program exists to take the copying, the pasting, and the chasing off a person's desk, and hand those hours back to clients, coaching, and the relationships this business actually runs on.

Week One

Access

Set up tools, organize source information, connect approved data at least-privilege access, and establish safe-use boundaries before anything else happens.

  • Day 1Get set up and oriented. Create an AI account, learn the platform, and understand the shape of the next twenty-five days.
  • Day 2Set your business goal. Define one role-specific use case, one measurable business metric, its baseline, and a confidence rating you will be measured against at the end.
  • Day 3Organize and connect your drive safely. Build a folder structure and naming standard, connect the workspace at least access, and pass the data-boundary check before continuing.
  • Day 4Build your daily AI briefing. Connect email and calendar as approved sources, then design a daily briefing with defined sources, sections, and cadence.
  • Day 5Choose the right workspace. Compare the available AI workspaces by purpose, data access, risk, and complexity, and learn which one a given task belongs in.
Week Two

Identity

Give AI the context, voice, and workflow knowledge it needs to support real work, and build a reusable brand kit so documents and presentations stop looking improvised.

  • Day 6Build your professional AI profile. Write a structured profile covering role, audience, goals, values, preferences, and boundaries, and learn to read and edit it directly.
  • Day 7Create an ongoing project workspace. Set up a project with clear instructions and reference content so related work stays organized and context-rich.
  • Day 8Create and test your voice guide. Find the patterns in your own writing, turn them into a practical guide, and use it to revise a new draft against a rubric.
  • Day 9Map one repeatable work process. Document a recurring task by its trigger, inputs, decisions, steps, outputs, owner, and common exceptions.
  • Day 10Build your visual brand and communication kit. Package a color palette, fonts, and visual tone into a reusable kit, then style one document or slide with it.
  • Day 11Live FAQ checkpoint. Real answers to the questions the first two weeks raised, applied to production scenarios before the build work starts.
Week Three

Systems

Turn repeat work into reusable skills and routines that keep running after the lesson ends.

  • Day 12Create a reusable skill. Convert the day 9 workflow into a custom skill, test it on two cases, and revise it based on what actually failed.
  • Day 13Design the routine around the skill. Specify its trigger, cadence, inputs, outputs, owner, review point, storage, and failure path, plus a realistic time-savings estimate.
  • Day 14Digitize one work tracker and analyze it. Convert a paper or spreadsheet tracker into structured data and answer decision-relevant questions without exposing anything sensitive.
  • Day 15Create and repurpose one week of content. Define content pillars and adapt one idea into multiple platform-ready formats that still sound like you, with the compliance review documented.
  • Day 16Live FAQ checkpoint. Questions from the systems-building week, answered against real production scenarios.
Week Four

Ownership

Prototype something real, rehearse the conversations that decide business, and put the daily briefing on a schedule that runs without you.

  • Day 17Prototype a no-code AI tool. Build a working prototype and test it on three cases. The featured example is a study partner that helps a new agent prepare for and pass their licensing exam.
  • Day 18Rehearse a high-stakes conversation. Two AI-supported role-play rounds, feedback applied between them, and a simple observation tracker you can keep using for coaching.
  • Day 19Automate and monitor your daily briefing. Turn the day 4 design into a scheduled task with approved sources, set the review point, inspect run history, and troubleshoot one failure.
  • Day 20Live FAQ checkpoint. Close out the ownership work before the strategy week begins.
Week Five

Strategy

Each day takes a real leadership habit and rebuilds it with AI, using sample or de-identified data.

  • Day 21Build a strategic leadership presentation. Turn a performance dataset into a deck with a real narrative: situation, insight, recommendation. One insight per slide.
  • Day 22Plan leadership development with AI. Map your team against career track criteria and build individual development plans plus a coaching conversation guide for each person.
  • Day 23Rethink lead generation and qualification. Re-score and re-segment an existing lead list with defined scoring factors to surface priority leads a manual read would miss.
  • Day 24Smarter routes, stronger systems. Optimize a real field or appointment route and connect the improvement back to the skill and routine built in week three.
  • Day 25Capstone: the performance and red-flag dashboard. Define your red-flag indicators, build a dashboard or scheduled briefing that surfaces them, and present it alongside your day 2 baseline and a 30-day plan.
Risk, Handled

Compliance and Data Safety Are Built In, Not Added Later

This is a regulated industry. The program teaches the boundaries before it teaches the tools, and no one moves past the first week without passing the data-boundary check.

Next Step

Decide Your Number.

Most owners start with their top performers and highest-influence agents rather than the whole roster. Book a call and we'll work out how many seats make sense, and what the path looks like after the foundation.

Book a Discovery Call