Registration Open · August 27–28, 2026 · Virtual ($97) or In-Person in Dallas ($997)
The All Day Medicare Marketing Workshop
Build Your Medicare Machine Before AEP Hits
It's happening — hosted at Alex's home in Dallas on August 27–28, 2026. Join from home via Zoom, or spend two full days in the room with us building the Medicare marketing system that carries you through AEP.
- Leave with a complete Medicare marketing plan, built before October 15
- Fix the follow-up leaks costing you sales every AEP
- Get AI and social media strategies built for how your agency actually runs
- Walk out with a system that runs all year, not just during AEP
Two ways to join — Day 1 via Zoom ($97) or the full in-person workshop + AEP build-out in Dallas ($997).
Hosted by Alex Branning with David & Elle Denning
The Agents Who Win AEP Build Their System in August
Every year, it's the same story. October hits, the phone starts ringing, and agents jump into action mode — chasing new leads while past clients and old leads slip through the cracks. That's not a knock on those agents. Nobody ever showed them a better way to run it.
Here's the shift: the agents who win AEP don't wait for October to force their hand. They build the system in August, so October just runs it.
That's what this workshop is for.
227 agents have already registered because they know the best time to build the system is before the phones start ringing.
Day 1: The All-Day Marketing Workshop
August 27Join virtually on Zoom ($97) or attend in person in Dallas as part of the Full Workshop ($997)
PART 1 — BUILDING YOUR PLAYGROUND
Morning
You can't build a system on a foundation that isn't there. This is where we lay it.
The Playground Foundation
Most agents are out here throwing spaghetti at the wall — a Facebook post one week, a mailer the next, hoping something sticks. That's not a marketing system. That's a guessing game. In this module, you get the exact framework to turn a scattered set of tactics into a machine that Attracts new clients, Keeps the ones you have, and Multiplies through referrals — automatically, without reinventing your strategy every month.
Social Media That Actually Sells
Here's the truth nobody tells agents: posting isn't a strategy. You could post every single day for a year and still get crickets if you don't know what to say and who you're saying it to. You'll learn exactly what to post, how often, and — the part everyone skips — how to turn a scroll-stopping post into an actual appointment on your calendar.
Webinars That Fill Your Pipeline While You Sleep
What if you could sit down once, record a single presentation, and have it generating warm leads for you every single week — without lifting a finger? That's what a real webinar funnel does. You'll learn how to build one that runs in the background while you focus on the clients already in front of you.
PART 2 — BECOMING THE AUTHORITY
Afternoon
Once the foundation's in, we shift into how you become the agent everyone in your market already trusts before they ever pick up the phone.
Video That Builds Trust Before the Call
People don't buy from strangers. They buy from people they feel like they already know. Video is the fastest way to close that gap — and you don't need fancy equipment or a script that sounds like a late-night infomercial. You'll learn the exact video formats that make a total stranger feel like they've known you for years, before you ever say hello.
Hot Seat Coaching
This is where it gets personal. You bring your specific business, your specific market, your specific 'I've been stuck on this for months' question — and we work through it live, together, in front of the group. No generic advice. Real answers to your real situation, on the spot.
The Content Authority System
There's a difference between an agent who's just 'on social media' and an agent who's THE go-to authority in their market. That difference isn't luck — it's a system. You'll get the exact content strategy that positions you as the expert people seek out, so instead of chasing prospects, you've got people coming to you already convinced.
By the end of Day 1, you don't just have ideas scribbled in a notebook — you walk away with a content playbook built around all six of these, ready to run into AEP.
Day 2: Build It With Us
August 28 In-person only at Alex's house in Dallas Limited to 25 agents
This is the optional second day at Alex's house in Dallas. Alex, David, and Elle work directly with you to actually build your AEP marketing — including shooting video content together and writing out your social media marketing for the entirety of AEP. You don't leave with notes or ideas. You leave with it done.
You won't leave with notes. You'll leave with it done.
Choose Your Path
Joining from home? That's the $97 Zoom ticket. Want to be in the room with us for both days? That's the $997 Full Workshop.
OPTION 1
Day 1 Only
$97
One-time · August 27 · Virtual only via Zoom
- 6 modules across Part 1 (Playground Foundation, Social Media, Webinars) and Part 2 (Video, Hot Seat Coaching, Content Authority)
- Attend live via Zoom — virtual only
- Session recording included
OPTION 2
Full Workshop + AEP Build-Out
$997
One-time · August 27 & 28
- Attend both days in person in Dallas — Day 1 training AND Day 2 build day
- Day 2 Build It With Us, in-person only at Alex's house in Dallas
- Capped at 25 agents so everyone gets hands-on help
- Shoot video content together and write out your AEP social media
- Our team builds out your marketing for the entirety of AEP
Can't make it? You can transfer your seat — see our full policy in the FAQ below.
Your Hosts
Alex Branning
Founder of Agent CRM and author of the Insurance Agent's Growth Manual. Alex teaches insurance agents how to build marketing systems that attract new clients, keep the ones they have, and multiply through referrals.
David & Elle Denning
David and Elle help insurance agents use AI and social media to show up online consistently, build trust, and turn attention into real appointments.
Frequently Asked Questions
The Agents Who Win AEP Prepare Before AEP.
Grab your seat now — Day 1 only ($97) or the full workshop + AEP build-out ($997). Build your plan before October 15.