Exclusive Insurance CEO Training Workshop
How to set up Claude as your executive assistant.
A training workshop for owners and CEOs of insurance brokerages. In 90 minutes you will configure Claude to absorb the email, prep, and follow-ups that buried your week. Your firm, your voice, your documents.
Who This Is For
Operators, not spectators.
- You own or run an insurance brokerage
- You are done with AI hype and want a working setup
- You will spend 90 minutes a month with your peers solving the same problem
- You will have a Claude account active before May 28
What You'll Leave With
A working setup, in your hands.
- Claude configured for your role and your firm
- An AI Executive Assistant
- 5 starter prompts tuned for brokerage CEOs
How the 90 Minutes Works
Discussion. Lesson. Workshop. Done.
This is not a webinar. You are in the room, on camera, working. Owners and CEOs, three acts, one outcome.
Peer discussion
Where AI is working and failing inside your firms right now. I moderate. No slides.
Live training
The Claude-as-EA setup framework: account, projects, custom instructions, documents, and integrations with your tools. Brokerage examples throughout.
Hands-on workshop
Everyone configures Claude live for your EA. You leave with it built.
Wrap
What you take to your team Monday.
Your Host
Pankaj Goyal
Founder, Plumcot AI
I build AI workforces for insurance brokerages. Before Plumcot AI, I was a COO, General Manager, and Computer Science Engineer.
Read my LinkedIn profileFree Training Workshop
5-minute application.