Preview for Tim. Not public. Gold dashed tags are placeholders to fill or confirm.
Start here

For insurance producers & agency owners

Put AI to work in your inbox first.

You don't need to learn all of AI. You need one thing working this week. Build AI flows that brief you every morning, draft your replies, and follow up on every lead. No coding. You check everything before it goes out.

Start with your email Join the AI room
Free starterThree short classesThe AI tool your agency allows
SCROLL

One workday · Three flows

The same day you already work. Lighter.

01 · Morning

Your inbox briefs you before you open it.

New leads, client questions, carrier and renewal notices, anything waiting on you. One short brief tells you what to handle first.

02 · Midday

The clutter clears. Replies are drafted.

AI sorts out the noise and drafts replies in your tone. Call notes become a clear client email. You read it, adjust it, and send it.

03 · Afternoon

No lead goes quiet because it was a busy day.

Every lead that hits your email gets a follow-up drafted and a next touch set. The quote waiting on a spouse doesn't fall through the cracks.

Before you go further

Who this is for. And who it isn't.

This is for you if

  • You're a producer or agency owner, and you'll use this in your book of business this week.
  • Your day gets stuck in email, follow-up and admin, not in selling.
  • You want one working AI flow before you hear about twenty more.
  • You sell life, annuities, final expense, Medicare or mortgage protection. P&C agents can flip the same flows to fit their book.

This isn't for you if

  • You want a coding bootcamp. No coding is required.
  • You're shopping for a software vendor demo. We teach the work, not a product.
  • You need a designation or CE credit. This isn't a credential program.
  • You want AI to talk to clients without you checking it first.

How the work happens

Small flows. Real tasks. Every week.

We build AI flows: reusable, reviewed steps tied to the real jobs in your agency. You start with email, then move into your CRM, follow-up, LinkedIn and beyond, one piece at a time.

01 · AI flows

Built for your actual day

Each flow does one job you already do: the morning brief, the reply draft, the lead follow-up. You set it up once, then improve it as you use it.

02 · Weekly live workshop

Build it live, together

Every week, Tim runs a live workshop. Bring the task that's eating your time and leave with a flow that handles it. Confirm: workshop day and time

03 · Your 1:1 with Tim

A one-on-one to start

Every new member of the AI room gets a 1:1 with Tim to pick the first flow that fits their agency and the tools it allows.

THE RULEAI drafts, you decide. Use the AI tool your agency allows, keep client information in safe settings, and nothing goes to a client without your review.

How to begin

Start free. Go as far as you want.

Free

The starter path

Free

Three short classes that end with a working email flow: morning brief, clean inbox, lead follow-up.

Start with your email
The room

AI for Insurance Professionals

Price: Tim to confirm, or leave off
  • Weekly live workshop
  • A 1:1 with Tim when you join
  • Courses on email, CRM, LinkedIn and more
Join the room
Community

40K Month Insurance Producer

$5/month · $37/year

The producer community for the selling side: prospecting, follow-up and building a book. Confirm one-line description

See the community
Apply

Work with Tim

By application

Consulting and coaching for owners who want AI and better systems built into how their agency runs.

Apply
Tim Habif, arms crossed, in a dark shirt
Tim Habif

Work with Tim

For owners who want it built in.

Some agencies want more than a room and a workshop. They want someone to look at how the whole operation runs and put AI and better systems into it, alongside them.

  • For agency owners and established producers with a team or a growing book.
  • We look at where your time and your leads actually go, then decide what to build first.
  • Application only. Tim reads every application himself. Confirm
Apply to work with Tim

Who's teaching this

A producer who built it for himself first.

I'm Tim Habif. I spent about 20 years in operations, as a GM and a director of operations, before I took over an insurance agency.

Then I was the one juggling prospecting, follow-up, appointments, marketing, admin, email and endless phone calls. I could hire a bunch of people, or I could start putting AI to work, and do it safely, because we handle sensitive information.

I'm not going to tell you I'm an expert on every AI platform. I build for the problem I actually have, and everything I teach is something I built for myself first. Start small, solve the real problem, then build from there.

Confirm: bio wording (taken from the starter page draft)

Tim
Tim Habif

From the room

Real producers. Real flows.

Only stories members have agreed to share. Until there are a few, this stays short.

PROOF: real member result needed
Name, role, and one specific change after a flow went live, in the member's own words.
[Member name, agency, with consent]
PROOF: before and after on one flow
One flow shown before and after, e.g. a real (anonymized) morning brief or follow-up draft from Tim's own inbox.
[Screenshot or short clip from Tim]
PHOTO: real workshop moment needed
A screenshot from a live workshop (members' faces and names only with consent), or Tim building a flow on screen.
[Workshop date and topic]

Results vary. Stories are from real members, shared with their permission.

Questions

Straight answers.

Do I need to be technical?

No. There's no coding. If you can send an email and follow a short video, you can build the first flow. Each class is hands-on: connect this, set this up, add this step.

Which AI tool do I use?

The one your agency allows. Examples use ChatGPT, Claude or Grok, and the flows are written so you can run them in any of them.

My agency or carrier has rules about AI. Now what?

Start with their rules. We set up your tool with safe settings for client information, and AI only drafts. You review everything and decide what goes out.

What about client data?

We cover it in the first class: what to connect, what not to, and which settings to turn on. When in doubt, leave it out and ask in the workshop.

What's the difference between the starter, the room, 40K and Work with Tim?

The starter is free and gets one email flow working. The AI room is where you keep building, with a weekly live workshop and a 1:1 with Tim when you join. 40K is the producer community for the selling side. Work with Tim is consulting and coaching for owners, by application.

I found you on Google. Where should I start?

Start with your email. It's free, it takes three short classes, and you'll know by the end whether you want more.

Start this week

One flow working this week.

Start with your inbox. Build from there.

Start with your email Join the AI room
FreeStarter path The roomAI for Insurance Pros $5/mo · $37/yr40K community ApplyWork with Tim