Sell
The AI plays for quoting, cross-sell, and follow-up — the ones that pay for themselves in the first week.
Free live session — Thursday, November 5 at 12:00 PM ET
One day. One system. An AI-first agency.
Three hours for captive agency owners. Five moves in order — Sell, Track, Agents, Convert, Keep — built live, on real agency data, not slides.
Hosted by Kevin Spann
37 years helping agency owners build high-performing agencies
You were recruited because you could sell.
Nobody sat you down afterward and taught you to read the numbers running the business. So when production slips, the instinct is to sell harder — and selling harder is exactly what hides the leak.
- You can feel that something is off, but you can't point to the number.
- Leads go cold overnight while the office is closed.
- Every new producer has to be re-taught the same manual process.
- Renewals come up and the only lever anyone reaches for is price.
- The data that would answer all of this is already sitting in your system.
The Agent STACK
Five moves, in this order. Skip one and the next one leaks.
BUILT LIVE ON STAGE
Track
The five numbers actually running your agency, pulled from data you already have. This is the centerpiece of the day.
Agents
AI agents that take the repeat work off your team permanently, instead of one more tool somebody has to remember to open.
Convert
Closing sequences and re-quote sequences that keep working the pipeline after the conversation ends.
Keep
Retention and win-back — holding the book you already paid to build, and getting back what walked.
Five numbers. One messy export. Live.
Most owners can't produce these on demand. Kevin takes a raw export on stage and pulls all five in real time — no clean data, no prepared file, no IT help.
Bring your own export and follow along.
- Quote-to-bind by producer
- Items per household
- Lapses and cancellations by month
- Cost per bind by lead source
- Leads that came in and never got worked
Two things you keep
One arrives the moment you register. The other is only for people in the room.
Get AI or Die Trying!
Kevin's bestseller on what one year of AI actually did to an agency. Not theory from a consultant who has never written a policy — a working agency owner documenting what he tried, what made money, and what didn't.
Slowly is the fastest way to learn AI. Chapter 1, The Elephant in the Room
- The five staffing problems every agency has, and where AI actually helps
- Two full chapters on marketing and lead generation
- Building an AI operating system your team can run without you
- The failures too, so you skip the year of trial and error he paid for
The full 141-page e-book lands in your inbox the moment you register.
Intro to Claude User Guide
A plain-language starting guide written for agency work, not for engineers. It covers what to use it for, what to keep out of it, and the prompts worth saving.
- Where Claude fits in a licensed agency, and where it doesn't
- What never goes into a prompt — the compliance line, stated plainly
- Starter prompts for quoting, follow-up, and renewal conversations
- How to hand a task to it the way you'd hand one to a new hire
Released after the summit. Not sent to no-shows.
Claim your free pass
Thursday, November 5. Three hours, live online, no cost. Add your details below and your copy of the book is on its way.
Nov 5 · Free · 12PM ET
Reserve seat
Your details are used only to send you the session link and your copy of the book.
Built for three kinds of agency owners
The seller turned owner
You were the top producer, so they handed you an agency. Nobody taught you to read the numbers. This is that missing training.
The owner with a team
Your producers spend their day on work a system should do. Get those hours back and point them at revenue instead.
The newer owner
Build it right the first time instead of unlearning manual habits in year three.
37 years of mentorship
For 37 years, Kevin has helped captive agency owners and business owners grow smarter, scale faster, and adopt technology with confidence.
He's guided owners from their first year through multi-location agencies via the AI First Agency program and the KSMVP coaching network — while running his own agency as the testing ground for everything he teaches.
He's the author of several books for agents and entrepreneurs, and built the AI First Certification to help agents implement AI responsibly.
- 37
- Years experience
- 1000s
- Agents mentored
- 4+
- Published books
What others are saying
★★★★★
With Kevin's mentorship, I went from working in the business to owning my own agency. Two steps away from everything I've dreamed of.
Jermaine K. MatthewsAgency Owner, Garden City Park, NY
★★★★★
Kevin taught me how to hire, train, and coach my staff, and how to grow the agency organically. Without him I'd be months behind.
Jennifer PerezAgency Owner, Fairfax, FL
Frequently asked questions
Is the summit really free?
Yes. The live three-hour session on November 5 is free to attend, and your copy of the book is free the moment you register.
Who is this built for?
Captive agency owners and their teams. Independents are welcome, but the workflows, the objections, and the compliance realities are built around captive agency life.
What is the Agent STACK?
Five moves in order: Sell, Track, Agents, Convert, Keep. It's a workflow, not a tool list. Each one depends on the one before it, which is why most agencies stall after the first.
Do I need technical experience?
No. Everything is built live and explained in plain language. If you can send an email and pull a report from your system, you can follow along.
What do I need to bring?
A laptop and, if you can pull one, an export of your book. It doesn't need to be clean — messy is the point. You'll follow along on your own numbers instead of watching a demo file.
How do I get the Intro to Claude User Guide?
By attending live. It's released after the summit to everyone who was in the room, and isn't sent to people who register and don't show. The book is yours either way.
Will there be a replay?
Registrants get access to the replay. The live build and the guide only happen once, so attending is worth far more than watching.
Can my team attend?
Yes, and they should. Producers and service staff get the most from the Convert and Keep sessions. Have each person register with their own email so everyone gets the materials.
Is this compliant for my agency?
Compliance is built into the day, not bolted on at the end. We cover what AI can and can't touch in a licensed agency, and what never belongs in a prompt.
Who is Kevin Spann?
A second-generation agency owner with 37 years in the industry, an author, and the founder of the AI First Agency program. He runs his own agency as the testing ground for everything he teaches.
Five moves. One day. Your agency.
Live online, November 5. Built for captive agency owners who are done guessing at their numbers.
Claim your free passLimited spots available for the live session