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Dates & Times
Wednesday, July 8th (9:00-4:00)
Thursday, July 9th (9:00-4:00)
Foundations Seminar
San Diego - CA
July 8th & 9th
Join us for a 2 day in person seminar to build intentional teams, develop actionable workflows, and create a structured Playbook that empowers your agency.
July 8th & 9th
What You Will Gain at the Foundations Seminar
Develop a structured Playbook
Document roles, workflows, and best practices your team can consistently follow
Assess perception versus reality
Complete discovery interviews that reveal current team workflows and processes
Master CRM best practices
Leverage CRM features to streamline operations and manage your team effectively
Access ongoing implementation support
Join three post-seminar Zoom calls for implementation support and Q&A
Maximize team strengths
Understand team dynamics and apply strengths to boost agency performance
Create repeatable agency processes
Build frameworks for service, sales, campaigns, retention, onboarding, and IFRs
Get ready-to-use seminar materials
Receive plug-and-play samples of workflows and processes for immediate use
Form up your agency foundation
Build a firm foundation that optimizes performance and maximizes efficiency
San Diego, CA - Event Details
Venue
Horizon Southbay Church - National City
3737 Sweetwater Rd, National City, CA 91950
Hotels Near By
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Holiday Inn Express San Diego South-National City by IHG
- El Primero Hotel
- Sun Outdoors San Diego Bay
Ready To Join?
The seminar consists of a minimum of 8 agencies, with attendee(s) being the Agent and one or two key Team Members who help lead the agency.
Investment
$2,500 per agency
Plus travel if under 10 agencies
Additional Team Member attendees (each agency slot includes up to 2)
$500 per Team Member (subject to space availability)
$500 per Team Member (subject to space availability)
Please email brittney@suzysaxton.com with any questions. Feel free to also give us a call 512-298-9818.
"We didn't have time to do everything and were stressed. Suzy gave us a playbook that we live by and go to everyday. Although an investment, it was the best money I have spent on processes."
Sandy C.
Agency - Center, TX
"Hiring Suzy was one of the most significant business decisions I have ever made. Suzy provided invaluable information for building systems. Suzy helped us create workflows our team can follow consistently!"
Lee Ann L.
Agency - Autin, TX
"I highly recommend Suzy if you are established and successful but needing help setting up systems and processes in the new age of CRM to maximize production and efficiency with your team members."
Linda G
Agency - Doylestown, PA
Meet Your Seminar Speaker
Suzy Saxton leverages over 27 years of business experience, including 23 years in the insurance industry and 16 years in Agency Management. As the founder of Saxton Consulting, she specializes in building intentional teams, streamlining processes, implementing efficient systems, and driving growth through customized solutions tailored to each client’s needs. Her expertise delivers income-generating results while fostering peace and joy in business operations and calm over chaos.
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Suzy Saxton
Founder & Saxton Consulting
Implementation support to ensure your success
Pre-Seminar Surveys
Prior to the seminar, agents and team members will receive a survey designed to uncover inconsistencies and identify key challenges within their agency — so that when you arrive, we can address what matters most to you directly.
Playbook Framework
You'll leave with a playbook framework documenting your roles, workflows, and processes — along with the knowledge of how to implement them, giving your team a repeatable, reviewable framework to follow.
Cross Agency Collaboration
During this seminar, you'll have the opportunity to work, not only with your team, but also with your fellow agents and team members in attendance.
Follow Up Support
You'll receive 6 weeks of hands-on follow-up support — because the learning doesn't stop at the seminar. Stay connected with your group through live bi-weekly calls where the entire seminar community comes together to keep the momentum going