Live online workshop · November 21, 2026
Go from scattered intake information to a clean, market-ready trucking submission — using AI, organized systems and smarter tools. Without rebuilding your process from scratch every single time.
It's a working session for agents who already handle trucking and commercial risks — or are starting to submit them — and want a faster, cleaner, repeatable way to get from intake to market. We work through a real submission, start to finish. You'll see how AI supports the work without replacing your judgment or your verification.
The agenda
Roughly 20–30% explanation, 70–80% live demonstration. The value isn't how much gets covered — it's watching raw information turn into a usable system.
The full A-to-Z workflow first, so you can see where every document, action and tool fits before we go deep on any one piece.
Lead intake, form logic, how to request documents once instead of four times, naming and organization — and how to stop information scattering across email and text.
Using AI to read the DOT and public data, analyze account documents, flag inconsistencies, find what's missing, and generate the follow-up questions you should be asking.
Turning structured information into quote sheets and supplement inputs — including how to review and verify before anything goes out.
Packaging the risk cleanly, writing submission notes and the email, choosing markets on purpose, and cutting out random duplicate marketing.
Statuses, pending items, quote follow-up, declinations, remarketing, and how your team sees where everything stands without asking you.
We run the workflow on a scenario and I answer implementation questions until they're done.
What you leave with
Everything used in the workshop, so you're not rebuilding it from your notes.
Who's teaching
I moved to Texas in 2013 and started in the industry at an auto agency. In 2014, at 24, I opened my own independent agency — no money, no connections, no experience. I found my niche in trucking insurance and have been building and running commercial agencies ever since.
This workflow is the one my own agencies run on. Everything in the workshop comes from real accounts, real markets and real mistakes.
Registration
Fill this out and you'll go straight to checkout. Seats are capped at 25 so the session stays interactive.
FAQ
Enough to know what a submission is. If you're actively writing trucking or commercial, or you've started submitting these risks, you'll keep up. If you're brand new to the niche, start with the guide — you'll get more out of this workshop afterward.
Register anyway. Every paid seat gets 30-day replay access, sent the day after the workshop. You'll miss the live Q&A, but nothing else.
Nothing to buy. You'll need a computer, a stable connection and the Zoom link I send you. I'll show which tools I use and where the free options work — but the workflow matters more than the tools.
If you have a live submission in progress, bring it. Everything I demonstrate is something you can apply to it the same week. Don't share client data on screen — just have it nearby.
No. AI is used inside the workflow to organize information, spot gaps and speed up the parts that shouldn't take an hour. Every decision, every verification and every quote still runs through you.
If you change your mind, email me at least 7 days before November 21 for a full refund. Within 7 days, I can transfer your seat to the next workshop instead. After the workshop has started, no refunds — but you keep the replay and every resource.
Yes. This is the first in the Live Trainings series. Register for this one or subscribe to the newsletter and you'll hear about the next before it's announced publicly.