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Dates & Times
September 15th - December 8th
Weekly on Tuesday at 2:00pm CST
(We will not be meeting over holidays - details to come after registration)
Virtaul Foundations Seminar
September 15th - December 8th
This seminar will be 12 Week virtual meeting to build intentional teams, develop actionable workflows, and create a structured playbook that empowers your agency.
September 15th - December 8th
What You Will Gain at the Virtual 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
Virtual Seminar
Zoom
You will receive a calendar invite for each week of the seminar with the Zoom details.
Attendees
The registration includes a spot for each agent + two additional key team members. Each week the 3 of you will need to be on and FOCUSED.
Week 1: Foundations Framework & Perception vs. Reality
Week 2: Agency Roles & Responsibilities
Week 3: Agency Workflows – Finding Calm in the Chaos
Week 4: Seamless Service Strategies
Week 5: Intentional Sales Processes
Week 6: Onboarding & Intentional Campaigns
Week 7: Insurance Reviews
Week 8: Retention Strategies
Week 9: CRM Best Practices
Week 10: Managing Your Team with a CRM
Week 11: Next Steps – Building Your Playbook
Week 12: Implementation – Setting Yourself up for Success
Ready To Join?
Investment
$2,500 per agency
Additional Team Member attendees (each agency slot includes up to 2)
$500 per Team Member.
$500 per Team Member.
Please email brittney@suzysaxton.com with any questions or give us a call 512-298-9818.
Testimonials
"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 - Austin, TX
"I highly recommend Suzy if you are established and successful but needing help setting up systems and processes in the new age of ECRM 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-Work
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Agent and Team Member electronic discovery interviews (Evaluates current roles, responsibilities, workflows, and processes)
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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 hands-on follow-up support — during the 12 weeks because the learning doesn't stop at the seminar.