The Integrated System for Insurance Agents
Everything You Need to Run a Modern Insurance Agency. One Integrated System.
Stop piecing together five different AI courses. Get the complete system Daniel and Paul spent $30K+ and two years building. Skip the expensive mistakes. Implement what actually works.
Start your 7-day trial. Payment method required. No charge for 7 days.
Built by insurance agents, for insurance agents
Month-to-month, cancel anytime
You've tried AI tools. Something's still missing.
You downloaded ChatGPT. Watched a few YouTube videos. Maybe even bought a course or two.
But here's what happened:
The course taught you WHAT AI can do.
Not HOW to actually use it in your agency.
Or it gave you one tool without showing how everything connects.
Or it was seven hours of theory with zero templates you could actually use.
So you're stuck.
You know AI matters. You know you're leaving efficiency on the table. But you don't have a complete blueprint.
Agency in a Box was created to solve that problem.
Two agents. $30K spent. The blueprint you need.
Projected Annual Referrals
In Research & Development
Daniel Russo
Spent 2 years testing every AI tool imaginable. Fifteen different platforms.
Over $30,000 invested.
Here's what he learned:
Most tools work. But they don't work together.
You buy a ChatGPT course. Learn prompting. Then what?
You get another AI subscription. Now what connects it to your processes?
You watch social media tutorials. Post for a month. But where's the system that ties it all to client acquisition?
Three platforms actually saved Daniel time.
The rest taught him what every insurance agent learns the hard way:
Tools without systems are just more chaos.
You know the feeling.
You sit down to build a process.
New hire onboarding.
Referral system.
Cross-sell sequence.
You write notes on a whiteboard:
Step 1: Initial call
Step 2: Follow-up email
Step 3: Schedule review
Step 4...
Twenty bullet points later, it's overwhelming.
One of our pilot members said it perfectly:
After you got 20 bullet points on the board, it's like you might as well have nothing written down.
You end up getting nothing done.
Paul Dellauniversita
Owner of an 11-state operation.
He'd been chasing and running after the next new lead for fifteen years.
When Daniel showed him the referral frameworks, something clicked.
He realized how much business was sitting in his current book.
How much cross-selling he was missing.
How much retention he could improve.
Paul generated 5 referrals in 3 days. Zero ad spend.
Paul's now on pace to generate 530 new referrals this year.
Even the biggest agents need fundamentals.
So they put their heads together and built what didn't exist:
The blueprint for a modern insurance agency.
Not fragmented tools.
Not theory courses.
Not just community.
Everything working together.
One integrated blueprint that modernizes your entire agency.
Everything you need. One integrated blueprint.
Choose the path that fits your agency's stage.
PREMIUM
$349/month
Everything in this blueprint:
Complete Course Library
Module 1: AI Tools (ChatGPT, HeyGen, 8+ platforms)
Module 2: Organic Social Media
Module 3: Paid Advertising
Module 4: Agency Processes & SOPs
AI Roleplay Training (2 Seats) - $300/month value
Practice with AI before touching real leads
Create custom scenarios for your agency
Train new hires without cutting phone time
Unlimited usage (no credit limits)
Members say this alone is worth the price
Skool Community Access
Ask questions, share wins
Learn from other agents implementing these systems
Daily engagement with Daniel, Paul, and members
Weekly Member Calls
Live lessons covering course modules
Open Q&A sessions
LSP training calls (coming soon)
Real-world implementation, not just theory
Format varies: lesson recaps, Q&A, or training focused
Done-For-You Library (Full Access)
Templates, checklists, SOPs
Copy-paste frameworks
Download and use immediately
AI Roleplay Training (2 Seats) - $300/month value
$349/month after trial
Or save 20%: $3,353/year ($279/month)
STANDARD
$199/month
Get started with the fundamentals:
Modules 1-4 (All core training)
Skool Community Access (Daily engagement)
Bi-Weekly Member Calls (Live implementation support)
Not included: AI Roleplay seats, Done-For-You Library, LSP calls
Most agents choose Premium for the complete blueprint + AI Roleplay training.
$199/month after trial
Or save 20%: $1,910/year ($159/month)
It's not just a process. They show you HOW.
Katie had been using AI tools for years before joining Agency in a Box.
She didn't need to know what ChatGPT was. She'd been using it since it launched.
But here's what she said while piloting our first module:
It wasn't a conversation about why AI is great for business owners. It was hands on everything from like, here's where you go to sign up... here's how you can organize it so that from square one you've got naming conventions and a system set up.
That is fundamentally the difference between this course and everybody else's I've ever looked at. They don't just say here's a process. It's 'here's how I suggest setting up your projects in ChatGPT. Here's an example of a layout. And here's why it's helpful for you.'
— Katie, Agency Owner
Lesson 4 Content Creation does not just teach using AI it also teaches smart marketing on repurposing and remixing. Hands down the best foundational AI course I have seen yet.
Even experienced AI users found new insights.
Because knowing tools exist is different from having systems that work.
Other AI Courses
Here's what ChatGPT can do (theory)
Why AI is powerful (concepts)
Good luck implementing this (no support)
One-time video dump
Agency in a Box
Here's the exact prompt I use for onboarding emails (copy-paste template)
Here's my AI avatar workflow, step-by-step (watch me do it)
Here's the template. Here's the example. Here's why it works. (What + How + Why + Example)
Continuous implementation support
The Result
You implement in 5 minutes instead of researching for 5 hours
You use Daniel's tested template instead of starting from scratch
You skip the expensive mistakes and go straight to what works
What members are saying
AI Roleplay Spotlight
Practice before you pitch. Train without cutting phone time.
Every morning you tell yourself the same thing:
Today I'm going to sit with my new hire. Train them on sales. Listen to their calls.
And every day something comes up.
There's never enough time.
Paul ran into this for fifteen years:
Every morning I come in, I tell myself I'm going to sit with this person. I'm going to train them how to sell. I'm going to listen to the calls. And even this morning the same thing happened to me. It never happens. There's never enough time in the day.
AI Roleplay changed that.
Now Paul assigns practice sessions. His team trains between calls. He reviews the report card in 10 minutes.
No phone time lost.
No real customers used for practice.
No training delays.
But it's not just about new hires.
This is about daily practice. Keeping your team sharp. Bad habits creep in over time—the AI Roleplay catches them before they cost you business. Think of it like a baseball player hitting off the tee. You don't stop practicing once you learn to hit. You practice daily to stay sharp.
Here's what you can do with AI Roleplay:
Train new hires on your processes
Practice objection handling
Implement new talk tracks across your team
Catch bad habits before they affect real customers
Keep experienced agents sharp between client calls
What Is the AI Roleplay?
We've taken everyday sales and service situations and created realistic simulations with AI.
Your team practices actual conversations—auto quoting, objection handling, cross-selling, renewals—with an AI that responds like a real person.
And here's the best part:
We teach you how to create your own simulations.
Have specific talk tracks you want your team to practice? Custom scenarios unique to your agency? You can build them yourself.
Here's Why This Matters
Without AI Roleplay:
They practice on your customers (risky)
They cut phone time for training (expensive)
They learn slowly through trial and error (inefficient)
With AI Roleplay:
They practice on AI (zero risk)
They train between calls (no lost opportunities)
They get instant feedback (faster improvement)
Unlimited Usage. Your Own Scenarios
Other AI platforms limit your talk time or force you to use their tracks.
Not here.
Use it 100,000 times a month if you want.
Create any custom scenario with your own processes.
Your 2 seats get unlimited access.
That's why most agents choose Premium.
$349/month after trial
Or save 20%: $3,353/year
Is this right for you?
This is for you if:
You're tired of incomplete AI courses
You want systems, not just concepts
You're ready to implement (not just learn theory)
You value community and ongoing support
You want to build AI infrastructure that lasts
This might not be for you if:
You're looking for a quick hack
You're not willing to invest time in learning
You prefer one-time purchases over ongoing access
Here's exactly what you're getting
Learn as you go. Implement immediately. No fluff.
AI Tools for Insurance Agents
What You'll Implement:
- Set up ChatGPT project management so you never lose a conversation again (Ken had 1,000 scattered conversations before this)
- Master the RTCO framework for prompts that stop sounding generic
- Create your AI avatar with HeyGen—never be on camera again
- Build automated client communication workflows with 8 time-saving tools (Fathom, Krisp, Canva, Loom, Zapier, etc.)
Dalton's Result:
Saved 2 hours in his first week implementing the project management framework.
What you get: Complete implementation roadmap for the tools that actually save time.
Organic Social Media Strategy
What You'll Implement:
- Optimize your insurance agent profile to attract local clients (not just followers)
- Build content pillars that position you as the local expert
- Create Reels and videos using AI avatars (stay off-camera)
- Set up repurposing systems so you create once, post everywhere
What You'll Avoid:
Posting randomly without strategy, chasing vanity metrics, and burning out on content creation.
What you get: Daniel and Paul's exact social media systems—no camera required.
Paid Advertising
What You'll Implement:
- Set up Meta ads account
- Launch existing customer campaigns (warm audience converts 10x better)
- Build retargeting audiences from your organic content
- Create new customer acquisition funnels that actually convert
- Track and optimize using simple analytics (No overwhelming data)
Scale at any budget
A simplified approach to Facebook ads that works whether you spend $150/month or $15,000/month.
Agency Processes & SOPs
What You'll Implement:
- Daniel and Paul's proven referral system that generated 5 referrals in 3 days (now on pace for 530/year)
- New customer onboarding sequences that improve retention
- Cross-sell processes turning single-policy clients into multi-line accounts
- Re-engagement campaigns for dormant clients
Paul's Transformation:
Even spending $150K/month on leads, he realized fundamentals matter
What you get: The exact processes and copy-paste templates Daniel and Paul use in their agencies.
Total Time Investment: 6-8 Hours to complete all modules
Implementation Style: Learn as you go (templates included, implement immediately)
Who built this
Daniel Russo
Owner, The Russo Agency
Background
Allstate Pinnacle Elite (top 3%)
93% Retention rate
Built agency through referrals, not massive ad spend
Spent $30K+ testing AI tools to find what works
Expertise
AI implementation and automation
Referral systems and organic growth
Lean budget efficiency
Why Daniel built this:
I spent two years and over $30,000 testing every AI tool, taking every course, making every expensive mistake. Most tools they didn't work together. This is the complete blueprint I wished existed: everything integrated, nothing fragmented. So agents don't waste the time and money I did learning what actually works.
On choosing the platform:
We researched several different platforms. We played in Kajabi, we played in Thinkific, Trainual, all different platforms. But ultimately with the help of our pilot group, we decided to host pretty much everything within the skool platform.
That level of care went into everything: the platform, the modules, the templates, the delivery.
Nothing is accidental. Everything is tested.
Paul Dellauniversita
Sales & Scaling Expert
Background
11-state agency operation
Best in Company 2019, 2020, 2022
$150K/month ad spend on leads
Expert in lead spend and sales systems
Expertise
Sales and client conversion
Scaling agency operations
Why Paul Thinks This is For Any Agency Size:
I can afford to spend $150K/month on leads. But when I saw Daniel's referral systems generating appointments with zero ad spend, I realized: why not have both? Even at scale, you need fundamentals.
Common Questions
Is this just another AI course?
No. Agency in a Box is the blueprint for a modern insurance agency.
We give you the complete blueprint: AI tools + social media + paid ads + agency processes + AI roleplay + ongoing community support.
Not fragmented tools. Not one-time videos. The integrated system that modernizes everything.
You're not buying an AI course. You're getting the blueprint for modernizing your entire operation.
Is this just about AI tools?
No. As Daniel said in our launch webinar:
"This is not just about learning AI tools. We happen to use AI in our approach of a lot of things. But this is not just AI. This is about how to create systems and processes and use it in every facet of your business."
You're getting:
AI tools training (Module 1)
Social media systems (Modules 2-3)
Agency processes & SOPs (Module 4)
AI Roleplay training
Community support
Weekly member calls
It's a complete ecosystem for modernizing your agency.
How much time will this take to implement?
Most agents see results in their first week implementing just Module 1 (2-3 hours of learning).
Total course time: 6-8 hours to complete all four modules
But here's what matters: You implement as you learn. Dalton saved 2 hours in his first week just implementing the project management framework from Module 1. The time you invest upfront pays back immediately.
You can go through lessons at your own pace. Some agents binge content (Dalton watched 5 lessons in one sitting). Others spread it over weeks or months.
Bottom line: Small time investment, immediate return.
What if I don't have a team yet?
Perfect. Start with Standard ($199) and implement the systems yourself.
When you're ready to hire, you'll already have the training infrastructure built:
Onboarding SOPs documented
AI roleplay scenarios ready (if you upgrade to Premium)
Process templates tested in your own workflow
Many solo agents use Agency in a Box to systematize before scaling. Build the foundation now, hire with confidence later.
The AI tools work for solo agents too: ChatGPT organization, HeyGen avatars, social media systems—all valuable whether you have 1 person or 20.
Can I expense this as a business cost?
Yes. This is professional development and business infrastructure.
Most agents expense the monthly fee as a business education cost. Annual members can write off the full year in one tax period.
Tax strategy: If you're buying in December, annual payment = full deduction this year.
Consult your accountant, but this typically qualifies as a deductible business expense.
What happens if I fall behind on content?
Nothing.
This isn't a cohort program with deadlines. All content stays available forever. Go at your own pace.
The community and calls continue whether you're on Module 1 or Module 4. You won't "miss" anything.
Real member experience:
Dalton binge-watched 5 lessons in one sitting
Other members spread content over months
Everyone implements at their own speed
Your subscription, your timeline. No pressure, no falling behind.
Do I need to be tech-savvy?
No. If you can use email and Facebook, you can use these tools.
We show you step-by-step how to set everything up. And if you get stuck, ask in the community or on our member calls.
Katie's feedback: "It's hands-on everything from where to sign up to how to organize naming conventions." We assume zero technical knowledge.
What if I already use ChatGPT?
Even better. Our pilot members included experienced AI users like Ken.
Ken's experience: Had 1,000 ChatGPT conversations before joining. Still discovered critical organizational gaps. As he said: "I thought I knew what Projects were."
The difference: Using AI tools vs. having AI systems is massive.
You'll learn:
Organization methods you didn't know existed
Prompting frameworks that get better results
Integration strategies that connect everything
Templates that save hours of trial and error
As one member said: "Even advanced users found value in the fundamentals."
Can I cancel anytime?
Yes. Month-to-month subscription. Cancel whenever you want. No long-term contracts.
7-day free trial: Start your trial. Payment method required. No charge for 7 days.
What's the difference between Standard and Premium?
Standard ($199/month):
Modules 1-4 (complete core training)
Skool community access
Bi-weekly member calls
Premium ($349/month):
Everything in Standard
AI Roleplay (2 seats, unlimited usage)
Weekly member calls (including LSP calls when launched)
Full done-for-you library
Priority support
Bottom line: Most agents choose Premium because the AI Roleplay alone is worth $300/month, and you get it included with everything else.
If unsure: Start with 7-day free trial on either tier. You can upgrade/downgrade anytime.
Is the AI Roleplay really worth it?
Ask our members. Multiple people said it's their favorite feature.
Here's what makes it valuable:
For New Hires:
Your new hire needs 100 practice conversations before they're ready for real leads.
Without AI roleplay:
They practice on your customers (risky)
They cut phone time for training (expensive)
They learn slowly through trial and error (inefficient)
With AI roleplay:
They practice on AI (zero risk)
They train between calls (no lost opportunities)
They get instant feedback (faster improvement)
For Existing Team:
Practice difficult conversations before real client calls
Implement new talk tracks across your team
Catch bad habits before they cost you business
Keep skills sharp without cutting sales time
Unlike Competitors:
Other AI roleplay platforms limit you to an hour of talk time or make you constantly buy more credits.
Not here. Your 2 seats get unlimited usage.
Members say this feature alone justifies the Premium price. Everything else is a bonus.
How does AI Roleplay pricing work?
Every Premium member gets 2 seats with unlimited usage included.
Need more seats for a larger team? Additional seats are $50/month per seat (only charged if used that month).
Unlike competitors who charge $100/user/month with strict limits, we give you flexibility:
Set up 20 users if you want
Only pay for seats actually used each month
Unlimited practice time (no hourly restrictions)
No credit limits (use as much as you need)
Most agencies find 2 seats is plenty to start, and you can scale as needed.
What if I don't see results?
We're not promising specific revenue results. We're teaching you the systems Daniel and Paul use in their agencies.
Your results depend on your implementation.
But here's what we know:
Dalton saved 2 hours in his first week implementing Module 1
Paul generated 5 referrals in 3 days using the referral framework
Ken organized 1,000 scattered ChatGPT conversations
Katie found "hands-down the best foundational AI course"
If you follow the frameworks, use the templates, and engage with the community, you'll save time and improve your processes.
Risk-free testing: 7-day free trial lets you see everything before paying.
Can I try it before committing?
Yes. We offer a 7-day free trial.
What you'll get access to:
Full Skool community
See how the platform works
Watch lessons and test the interface
Get a feel for the member experience
What's not included in trial:
AI Roleplay access (Premium feature only)
After 7 days, you decide:
Standard ($199/month)
Premium ($349/month)
Cancel with no charge
How it works: Enter your payment method when you start the trial, but you won't be charged for 7 days. Cancel anytime before then - zero charge.
Do you offer annual pricing?
Yes. Pay annually and save 20%:
Premium Annual: $3,353/year (saves you $836)
Standard Annual: $1,910/year (saves you $478)
Additional benefit: Lock in current pricing as we add features.
As we roll out CRM workflows, done-for-you campaigns, LSP community, and additional modules, pricing will increase for new members. Annual members lock their rate permanently.
Tax advantage: Full annual payment may be deductible in one tax year. Consult your accountant.
Will pricing increase in the future?
Yes, as we add features.
Coming soon:
CRM workflows (GoHighLevel integration)
Done-for-you campaign templates
LSP community (separate tier)
Additional course modules
Current pricing: $199 Standard / $349 Premium
Growth pricing model: As features launch, pricing increases for new members
Current members keep their rate forever (whether monthly or annual).
This isn't a fake deadline. This is honest growth pricing. Join now to lock in current rates.
Ready to Build Your Modern Insurance Agency?
Two options:
Premium
The Full Blueprint
$349/mo
All modules (1-4)
AI Roleplay (2 seats, unlimited usage)
Skool community + weekly member calls
Full done-for-you library
Priority support
Or save 20%: $3,353/year ($279/month)
Standard
The Fundamentals
$199/mo
Modules 1-4 (complete core training)
Skool community access
Bi-weekly member calls
Or save 20%: $1,910/year ($159/month)
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