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.

    ||Virtual Workshop|Limited Seats

    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.

    0:00 – 0:10

    Peer discussion

    Where AI is working and failing inside your firms right now. I moderate. No slides.

    0:10 – 0:45

    Live training

    The Claude-as-EA setup framework: account, projects, custom instructions, documents, and integrations with your tools. Brokerage examples throughout.

    0:45 – 1:20

    Hands-on workshop

    Everyone configures Claude live for your EA. You leave with it built.

    1:20 – 1:30

    Wrap

    What you take to your team Monday.

    Your Host

    Pankaj Goyal

    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 profile

    Free Training Workshop

    5-minute application.