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WHEN
Every Tuesday
2:00–3:00 PM Central Time
Rolling enrollment begins September 15, 2026.
Once enrollment opens, your agency may begin on any Tuesday. You do not need to wait for the next 16-week rotation to start.
Foundations in Motion
Build a Stronger Agency—One Focused Step at a Time
A live, rolling 16-week implementation series designed to help agents and team members create clearer roles, stronger workflows, more consistent systems, and an agency playbook their entire team can actually follow.
Start at Any Point. Complete the Full Rotation.
Some agencies are ready to make changes but simply cannot travel, step away from the office for multiple days, or coordinate schedules for an in-person experience.
Foundation in Motion creates another way to begin.
Instead of waiting for the perfect time, your agency can join the weekly rotation, focus on one operational area at a time, and steadily build stronger habits and systems within the flow of the workweek.
WHERE
Live on Zoom
The Zoom link and participation details will be provided after registration.
Classes may be attended from wherever you are, allowing agents and team members to participate without travel or extended time away from the office.
PRICE
$375 /Month/ Agency
Four-Month Minimum Commitment
Your agent and team members are included in the agency price.
Total initial program investment: $1,500 per agency, billed in four monthly payments of $375.
YOUR AGENCY DOES NOT NEED MORE INFORMATION.
It Needs Protected Time to Work on What Keeps Getting Pushed Aside.
You probably already know some of the areas that need attention.
Roles may need to be clarified. Processes may be handled differently depending on who receives the request. Your CRM may contain information, but not always in a way that creates efficiency or accountability. Your team may be working hard while still feeling like the day is running them.
The challenge is rarely a lack of awareness.
The challenge is finding the time, structure, and accountability to make meaningful changes while the day-to-day work continues.
Foundation in Motion gives your agency one focused hour each week to step out of reaction mode, examine one important area of the business, and begin improving it.
Not everything has to be fixed at once.
But something has to move.
THE 16-TOPIC ROTATION
Roles and Responsibilities
Clarify who owns what, where responsibilities overlap, and where work may be falling through the cracks.
Agency Workflow Best Practices
Create clearer standards for how work enters the agency, where it goes, and how it is completed.
CRM Efficiency and Organization
Use your CRM as an active operational tool—not simply a place where information is stored.
Task and Case Management
Improve how tasks and cases are created, assigned, documented, prioritized, followed up on, and closed.
One-Stop Service & Leveraging Technology
Help team members ask better questions, slow down when needed, and resolve more customer needs during the first interaction.
Service Communication and Follow-Through
Set clearer expectations, reduce unnecessary callbacks, and improve the information passed between team members.
Policy Change Processes
Create a consistent process for receiving, completing, documenting, and following up on policy changes.
Billing, Non-Pay, and Cancellation Workflows
Build proactive processes that reduce surprises, improve follow-through, and protect customer relationships.
Retention and Save Strategies
Identify opportunities to retain business through better communication, documentation, and intentional outreach.
Claims Education and Customer Support
Prepare customers and provide reassurance without creating unnecessary dependency on the agency.
Lead Management and Follow-Up
Build a follow-up process that protects opportunities beyond the first few calls, texts, or emails.
Opportunity Process Consistency
Create a more consistent sales experience that sets expectations, gathers the right information, and supports long-term retention.
New-Business Onboarding
Use onboarding to educate customers, introduce available technology, reduce future service work, and strengthen the relationship from the beginning.
Insurance Review Workflows
Create a repeatable process for identifying, scheduling, preparing for, completing, and documenting customer reviews.
Campaigns and Proactive Customer Outreach
Move beyond reactive service by creating intentional opportunities to educate, review, and connect with customers.
Accountability and Playbook Integration
Bring the pieces together, identify what still needs attention, and make sure the work becomes part of how the agency operates.
YOU DO NOT HAVE TO WAIT FOR THE PERFECT TIME TO BEGIN.
There will always be customers to serve, tasks to complete, calls to return, and problems demanding your attention.
Foundation in Motion gives you one focused hour each week to step out of reaction mode and intentionally work on the systems your agency needs.
Start wherever the rotation is.
Focus on one area at a time.
Complete the full series.
Keep your foundation moving forward.
Ready to Put Your Foundation in Motion?
RESERVE YOUR AGENCY’S SPOT
Questions?
FAQ
Who is the Foundation in Motion Program For?
Foundation in Motion is designed for agents and team members who:
- Know changes are needed but cannot step away for an in-person experience
- Cannot coordinate travel or multiple days away from the agency
- Need a more manageable way to begin improving operations
- Want their team involved in creating stronger processes
- Need structure and accountability to keep implementation moving
- Want to clarify roles and clean up inconsistent workflows
- Want to use their CRM more intentionally
- Are tired of preventable issues creating work every day
- Want to create more capacity without simply asking the team to do more
- Are willing to examine current habits and make intentional changes
You do not need to have everything figured out before you join.
You simply need to be ready to participate, implement, and keep moving.
What should I expect each week?
Each live class will include:
- Focused teaching on one operational topic
- Practical examples of how the process may work within an agency
- Questions to help you evaluate your current approach
- Clear implementation steps to begin within your own agency
- Time to ask questions and work through areas where your team may be stuck
- You will leave each class knowing what area deserves your attention next.
The goal is not to overwhelm your team with a long list of changes.
The goal is to create steady movement—one intentional improvement at a time.
Live attendance is strongly encouraged so you can participate, ask questions, and apply the conversation to your agency.
Recordings will be available when scheduling conflicts arise, but the greatest value will come from attending, implementing, and returning ready to refine what you have started.
What are the call expectations?
Rolling enrollment gives your agency the flexibility to begin at any point.
It does not mean the calls are disconnected or casual.
Each class addresses another important area of agency operations. Over the full rotation, those areas begin to come together into a more complete and consistent way of working.
You will get the greatest value by:
- Attending live whenever possible
- Involving the appropriate team members
- Completing the implementation work between classes
- Returning with questions
- Refining what is not working
- Continuing until you have completed the full rotation
This is not passive learning.
It is protected time to work on the agency while still keeping the day-to-day moving.
Do we have to begin with Topic 1?
No. Your agency may join during any week of the rotation.
You will begin with the topic currently being discussed, continue through Topic 16, and then complete any earlier topics when the rotation starts again.
What happens if we join during Topic 10?
You will attend Topics 10 through 16 and then Topics 1 through 9 during the next rotation. Once you have completed those topics, you will have participated in the full 16-topic series.
Is this a weekly membership or a defined program?
It is a rolling weekly implementation program built around a defined 16-topic rotation.
Your agency commits to a minimum of four months so you have the opportunity to complete one full rotation.
What happens after we complete all 16 topics?
Once your agency has completed the full 16-week rotation, your participation in Foundation in Motion concludes.
You will then have the option to transition into Suzy’s Weekly Ask Me Anything Group, which is available to previous clients and seminar or program attendees.
The AMA group focuses on the real-time challenges agencies are facing each week and helps participants identify practical, efficient ways to address changing systems, team needs, customer concerns, and everyday workflow issues.
Is continued support available after Foundation in Motion?
Yes.
After completing the 16-week rotation, your agency may join Suzy’s Weekly Ask Me Anything Group for ongoing implementation support, problem-solving, and continued development.
Participation in the AMA group also includes access to the Saxton Consulting Client Portal, including the interactive playbook builder, recorded calls, resources, recaps, and community spaces.
Is access to the client portal included in Foundation in Motion?
Access to the full client portal is included when your agency transitions into Suzy’s Weekly Ask Me Anything Group after completing Foundation in Motion.
Inside the portal, your agency can create and continue developing its own customized, living playbook while accessing ongoing resources and recorded support.
Are team members included?
The $375 monthly investment includes the Agent and up to 2 Team Members. Additional Team Members can attend for an additional $50 per month, per Team Member, or $200 for the complete rotation.
Different team members may find certain topics especially relevant to their responsibilities, but broader team participation helps create consistency and shared expectations.
What if we miss a class?
A recording will be available when you cannot attend live.
Live attendance is still strongly encouraged because it gives you the opportunity to ask questions, discuss your agency’s specific challenges, and gain clarity before implementing the topic.
Is this an open question-and-answer call?
No.
Questions are encouraged, but each class follows the Foundation in Motion rotation. The primary purpose is to help your agency make steady progress in important operational areas.
Is this the same experience as the Foundations Seminar?
No.
The Foundations Seminar is a more concentrated, immersive, and intentional experience. It allows the agent and team to step away from daily work, evaluate the agency as a whole, make decisions together, and create stronger momentum.
Foundation in Motion is the flexible alternative for agencies that cannot currently make the seminar happen.
Should we wait until we can attend the seminar?
Not necessarily.
When the seminar is possible, it is the recommended path.
When it is not, Foundation in Motion allows your agency to begin improving important areas now rather than waiting indefinitely for the perfect time.
Do we need to prepare anything before joining?
No. You may begin with the topic currently being covered.
Come prepared to evaluate your current process honestly, participate in the discussion, and identify the next step your agency needs to take.