Part 1 · Building Your Foundation
- •Course Intro and Overview
- 1Lesson 1: Capacity vs Motivation
- 2Lesson 2: Leverage in the Insurance Industry
- 3Lesson 3: Time, IOUs, Backlog, and Awareness
- 4Lesson 4: Why Knowledge Alone Is Not Enough
- 5Lesson 5: Building Your System in WorkFlowy
- 6Lesson 6: Agency Knowledge Base (The Playbook)
- 7Lesson 7: The Client Knowledge Base
- 8Lesson 8: The Full System
Part 2 · Creating Leverage
- •Part 2 Intro: Creating Leverage
- 9Lesson 9: From Knowledge to Leverage
- 10Lesson 10: Creating Assets Instead of Repeating Work
- 11Lesson 11: Reducing Friction
- 12Lesson 12: Leverage Through Better Strategies
- 13Lesson 13: Leverage Through Benchmarking
- 14Lesson 14: Strategies Need Solution Providers
- 15Lesson 15: Leverage Through People
- 16Lesson 16: Leverage Through Outsourcing
- 17Lesson 17: Fire Prevention vs Fire Fighting
- 18Lesson 18: Leverage Through Tools
- 19Lesson 19: Leverage Through Communication
- 20Lesson 20: Leverage Through Clients
- 21Lesson 21: From Busy Work to Leverage
Part 3 · Amplifying with AI
- •Part 3 Intro: Amplifying with AI
- 22Lesson 22: Why You Should Listen to Me About AI
- 23Lesson 23: Understanding LLMs Through Practical Use
- 24Lesson 24: Why I Use ChatGPT
- 25Lesson 25: The Limitations of LLMs
- 26Lesson 26: From AI to Your AI: Understanding RAG
- 27Lesson 27: The Future: Agentic AI
- 28Lesson 28: Preparing for What's Coming