Don't see one near you or at a time that works? Fill out the form further down on the page —we'd love to bring one to your area!
What You Will Gain at the Foundations Seminar
The Foundations Seminars are 2-day in-person seminars setup to build intentional teams, develop actionable workflows, & create a structured playbook that empowers your agency. You will get to do the following:
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
The Investment
Investment
$2,500 per agency (includes agent + 2 team members)
**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)
"It was a great 2 days. Your program is amazing, one of the best I've ever attended. Its going to make a great difference in my office."
Joe Nachbaur.
Agency - Jersey City, NJ
"Saxton Consulting hit the mark on all three of these. Suzy’s methods enabled us to cut our service time by about 40%. When you consider that our service payroll is in excess of $400,000 per year, this is a substantial savings. Two of our service team were able to transition into sales and by December were already among our agency leaders in production."
Scott Smith.
Agency - Kennewick, WA
"I have to say this has been a positive eye opening experience that I want to implement immediately - this has been one of the best seminars I have attended within my 17 years as an agent."
Angel Rodriguez.
Agency - Elizabeth, NJ
Foundations Seminar — Interest & Availability Form
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.
Suzy Saxton
Founder & Saxton Consulting
Implementation support to ensure your success
Pre-Work
Agent and Team Member electronic discovery interviews (Evaluates current roles, responsibilities, workflows, and processes)
Results are emailed to the Agent prior to the seminar for review
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
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