Agency AI Builder Program
Build your own agency tools with AI. No programming.
An eight-session live course for insurance agents, taught by a former agency owner. Watch real agency tools get built in plain English with Claude Code, then build them yourself.
What you'll be able to do
Less busywork. More time with clients.
Reports, renewals, follow-up and notes eat an agent's week. This course shows you how to hand the preparation to AI and keep the advice, the quoting and the relationship for yourself.
Reports you can read
Turn raw production, commission and cancellation exports into a one-page scorecard.
Drafts that sound like you
Renewal reviews, follow-ups and thank-yous, drafted in your voice for you to approve.
Lists worth calling
Cross-sell households, X-date win-backs and a ranked call sheet for new leads.
Tools of your own
Intake forms, checklists and one-word commands, built by describing what you need.
The curriculum
Eight sessions. Four live builds in each.
Sessions 1 to 4 are the core series. Sessions 5 to 8 take it into marketing, retention, compliance and your team. Each one stands on its own, so you can take a single session or the whole course. Every session runs 11:00 AM to 12:30 PM Central. There is no session Thanksgiving week.
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Session 1
Thursday, October 15
AI Automation Fundamentals
- Report to dashboard
- Renewal email drafts
- Follow-up call list
- An intake form from one sentence
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Session 2
Thursday, October 22
Prospecting and Follow-Up
- Cross-sell finder
- X-date win-backs
- New lead call sheet
- Referral and review asks
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Session 3
Thursday, October 29
Reporting and Admin Work
- Monthly agency scorecard
- Commission check
- Retention report
- Rough notes to clean records
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Session 4
Thursday, November 5
Building Your Own Agency Workflows
- Save a prompt as a command
- The morning brief
- Your idea, built live
- A staff handoff kit
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Session 5
Thursday, November 12
Marketing and Content
- One question, four pieces
- A 90-day content calendar
- An FAQ page for your site
- Google review replies
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Session 6
Thursday, November 19
Client Service and Retention
- Review prep sheets
- Life-event finder
- Claims check-ins
- Plain-English handouts
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Session 7
Thursday, December 3
Compliance, Data and Team Policy
- A client-data scrubber
- A one-page AI policy
- A contact log
- Your go-live checklist
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Session 8
Thursday, December 10
Your Agency AI Playbook
- Automation audit
- The playbook folder
- A 30-day rollout plan
- A time tracker
Your instructor
Taught by an agent, not a software company.
Colton Mosher spent nearly ten years in insurance and financial sales as a State Farm lead producer, a Farm Bureau agency owner and a Thrivent advisor. He holds Property & Casualty and Life & Health licenses plus SIE, Series 6 and Series 63.
He now runs TIDE-WIRE in Cedar Rapids and uses Claude Code every day to build his own business tools. The course is built around what an agent is, and is not, allowed to hand to software.
Every session runs on made-up sample data. AI drafts and builds. A licensed person advises, quotes, binds and reads everything before it leaves the office.
Ways to join
Take one session, or have it set up for you.
A la carte
Single session
$79
per session, per seat
- Any one of the eight sessions
- Recording and prompt pack
- Practice data files
Best value
Full course
$349
all 8 sessions, per seat
- All eight live sessions
- Every recording, prompt pack and data file
- Saves $283 over single seats
Guided
Course + mentoring
$749
per agent
- Everything in the full course
- Three private 45-minute calls
- Your rulebook and builds reviewed
Done with you
Agency enablement
$2,499
per agency, up to 5 staff
- Full course for your team
- AI set up on your computers
- Three custom workflows built
- Staff workshop and 30 days of support
Session 1 on October 15 is $49 for this first cohort. The core series, sessions 1 to 4, is $199 per seat. Mentoring on its own is $149 per 45-minute call. Agencies sending three or more people save 25% on seats; ask us for an invoice. What you have already paid counts toward any upgrade in the same cohort. A Claude Pro plan from Anthropic is separate.
Payment is handled by PayPal, with a card or a PayPal account. Add your agency name and the email of each attendee at checkout. We email your Zoom link and practice folder within one business day.
Questions
Before you sign up.
- When is it?
- Thursdays from 11:00 AM to 12:30 PM Central, starting October 15, 2026. The eight sessions run weekly through December 10, with a break for Thanksgiving.
- Do I need to know how to code?
- No. You describe the job in plain English and Claude Code does the building. If you can write a clear email, you can do this.
- What do I need?
- A Mac or Windows computer and, to follow along afterward, a Claude Pro plan from Anthropic. That is $20 a month at the time of writing and is separate from the course fee.
- Will my carrier allow this?
- That depends on your carrier. Every session uses made-up sample data, and session 7 gives you the exact questions to ask your carrier and your E&O insurer before any real client data is involved.
- Is it for captive agents or independents?
- Both are welcome. Independents usually have more freedom to put the tools to work. Captive agents can still use everything on reports, internal tools and drafts, within their carrier's rules.
- What if I miss a session?
- Every session is recorded. You get the recording, the prompt pack and the practice files the same day.
- Can I buy one session and upgrade later?
- Yes. Whatever you have paid counts toward the full course, mentoring or enablement during the same cohort. Use the form at the bottom of this page and we will send an invoice for the difference.
- How do I pay?
- Each option has a PayPal checkout link. You can pay with a card without a PayPal account. Agencies buying three or more seats, and agency enablement, are invoiced.
- Does it connect to my agency management system?
- The course works from the exports your system already produces. Direct connections are possible but are a separate, quoted project.
Groups, enablement and questions
Not ready to buy online?
Use this for three or more seats, agency enablement, an upgrade, or a question. No payment is taken here, and we reply within one business day. The first cohort starts Thursday, October 15 at 11:00 AM Central.
Prefer to talk first? Email hello@tide-wire.com.
Independent training by TIDE-WIRE Web Development. Not affiliated with or endorsed by Anthropic. Educational content only; it is not legal, compliance or insurance advice. We do not promise specific time savings or results.