Video summary
The speaker outlines a transformative approach to scaling an insurance agency by leveraging artificial intelligence across various operational facets, resulting in doubled revenue over the last twelve months and a projected trajectory toward $26 million within three years. Central to this success is the integration of AI tools like Claude into daily workflows, which has fundamentally changed how email management is handled. The system now autonomously reads, categorizes, tags, and drafts replies to emails, while also managing subscriptions by navigating web browsers to unsubscribe from junk mail without human intervention. This automation extends to calendar management, where the AI can instantly send Google Calendar invites for meetings upon simple verbal or text commands, effectively acting as a virtual assistant that handles scheduling logistics across multiple platforms like Slack and HubSpot.
Beyond administrative tasks, the speaker highlights how AI is revolutionizing relationship management and financial tracking, allowing for unprecedented efficiency in handling large volumes of data. The system analyzed over 40,000 past transactions to identify the top 75 relationships, automatically generating detailed reports and setting up monthly SMS follow-ups via iPhone messages. Furthermore, AI tools are used to track advertising spend against revenue generation, providing precise insights into customer acquisition costs and lifetime value. This data-driven approach enables the business to optimize marketing funnels, knowing exactly how much can be spent to acquire a client while maximizing returns, which is crucial for sustaining rapid growth in a competitive market.
The speaker also emphasizes the importance of personal productivity and content creation, noting that AI has streamlined their to-do lists and project management through voice-controlled interfaces like Whisper Flow. By speaking naturally to their computer, the AI corrects spelling and pronunciation errors in real-time, significantly speeding up work compared to traditional typing methods. This efficiency supports ambitious goals such as writing a new book and launching a massive lead portal for clients, all while managing a team of sales reps and traveling frequently. The speaker shares that these practical, hands-on strategies are being taught live in their mastermind groups, proving that AI is not just a theoretical concept but a tangible engine for accelerating business development and operational scalability.
Read the full video transcript
Hey, if you're trying to scale an
insurance agency, I'm about to show you
the list of what AI is doing in my
business. We doubled the last 12 months.
We've been using AI a ton. We get to
eight figures in revenue. We believe we
can get to $26 million in revenue over
the next 3 years. And we teach all of
what I'm about to show you live in our
Power Player Mastermind every 2 to 3
months in different locations around the
US. You can click the link below or go
to scale.codyashton.com to learn more
about this and us help you specifically
with growing and developing your
company. First thing that this is
literally helping with is email. I have
connected my email, my Gmail,
cody@codyashton.com to Claude AI, and
it's literally managing my email for me,
uh reading, trashing, tagging uh emails,
and
automatically drafting replies to
emails, and it's even sending. I'm going
to do a training on this at some point,
but I was just training our Power
Players on this uh Claude AI just this
past weekend. Again, Power Players is a
private mastermind where we help
agencies scale to seven figures and
beyond so much faster. It's also even
unsubscribing from emails from junk
emails for me by connecting to my
browser, and then literally I can see it
in a box to where Claude is literally
going to my Google Chrome browser,
going into the email, opening the email,
clicking the unsubscribe link, going to
the unsubscribe the the unsubscribe
page, filling out the form and
submitting, and then coming back and
telling me, "Here, I unsubscribed from
these 13 emails for for you today."
Right? Unbelievable. Also, uh calendar.
Uh it is managing my calendar. It can
send Google It can literally send Google
Google calendar invites. I just got to I
just got to say like, "Hey, do this."
And it does it for me. Um I'm also using
a crazy tool that's not even on this
list called Whisper Flow, where I'm able
to hold a button and talk to my
computer, and it's learning how I talk.
It's correcting things cuz I'll
mispronounce or or it'll misspell kaboom
for you know, or spell kaboom correctly.
Um and it's so much faster at me talking
versus typing. That's a cool uh addition
that I've added. It's a cool app I've
added and installed on my new computer
I'm called WhisperFlow. It's been
freaking unbelievable.
Relationship follow-up. So and again,
it's literally sending calendar invites
for me to people for zooms. Wild. I just
say, "Hey, I've got a meeting with this
person. Send it here." It's got
connected to my Slack, my HubSpot, my
email. It knows everybody's information,
everybody's phone number, everybody's
email. And it's literally just saying
I'm just saying, "Hey, send it the send
it an invite to jump on with my buddy
Edward on Tuesday at 4:00."
Boop.
Done. Crazy.
Relationship follow-up. Relationship
follow-up where I can literally it went
through 40,000
people who have actually transacted with
us and gave us money in the last 36
months. 40,000 people, which blew my
mind. But again, we're scaling and
growing so much faster and I promise you
we can help you scale too if you will
get out of your own freaking way, okay?
40,000 people. It looked through 40,000
deals in my HubSpot account. And it it
analyzed my HubSpot account and said,
"Hey, these are your top 75
relationships."
Boop.
And now I'm creating not only a whole
report and a live artifact around those
75 relationships, but I'm also going and
I am connecting it automatically to my
SMS, my iPhone message through my
computer.
And I'm going to I'm connecting it and
working on it right now to automatically
text those 75 relationships and I can
change the message that it sends every
month, but I'm going to have it auto
follow-up with my top 75 relationships
every month.
Can automate all that. Freaking wild.
Again, I've been diving in like crazy.
It's unbelievable. Also, we've got some
huge project we're releasing over the
next
two to four weeks.
A lot of it's been built by freaking
Claude code and everything else. And
I've got a lot of a lot of stuff is like
co-work where I'm working through this.
And I'm thinking about doing an an
actual event for this. If you're like,
"Bro, this AI is crazy. I love this."
comment AI and I'll start doing more
stuff and I'll even at some point jump
on my computer and actually show you
what I'm doing. Maybe I'll do a virtual
training for this, webinars. But I teach
all of this in our Power Player
Mastermind and at our 8% events, okay?
Um scale.codyashton.com.
You want you and me to strategize on how
we can grow and blow up your company so
much faster.
Uh goal tracking. This is where like
what we're our goal is to help 100
advisors. We help We've helped over
20,000 agents with Kaboom Leads. I want
to get to where we're helping 100
advisors every month.
Um and so we are like we helped five
four or five today. Like our our amount
of advisors we're helping with our
annuity leads is freaking taken off.
We're getting wins like crazy. Also just
talked to a company today that's 400
advisors and they're like, "Hey, if this
initial test goes well, we're going to
bring in a lot more people." So we're
exploding that. I want to get to where
we're eventually helping, you know,
1,000 advisors every month. Well, it's
updating me. It's connected to my
Shopify and my HubSpot so we can see the
annuity lead orders. It can see in
HubSpot um
the deals coming through. And it can it
can tell me um exactly how many deals,
how many we need how many we need, where
our average order value is, which reps
are closing deals. It's unbelievable. So
goal tracking's been huge. Also [snorts]
ad spend versus revenue. I I've got it
tracking different funnels so I'll say,
"Hey, look at the ad spend that's coming
for this and then look at how much
revenue we're driving because of the ad
spend." Able to track all that and then
guess what? I can scale much faster.
Like I know that when someone signs up
for Kaboom Leads
um that their their average they their
lifetime value over the next few months
is like $3,100 and that I can spend $411
right now, something [snorts] like that,
to acquire a client and it's only
costing me 200 bucks to acquire a
client, which means I can double
what it cost me to acquire a client. So
I built out a whole CAC, cost to acquire
a client, calculator. Um and all this
has been done in the last 30 days. And
and stuff that I've built, you wouldn't
believe you wouldn't believe your
you wouldn't believe it. So but again,
I'm going to be teaching all this at
Power Players over the next year.
Uh
Also somebody just friend Sarah Pappas
just left Power Players at the end of
the meeting and she said, "Oh my gosh,
this was amazing, unreal." Also a Doris
Ford power player. We were just in Big
Sky, Montana for a Marketing Machine.
And she said, "Cody, this was the best
power player retreat, unbelievable
content, I freaking loved it." I mean,
I'm telling you what, like if you're
looking to scale,
come on now. Scale.codyaskins.com. So,
it's tracking and reporting ad spend
versus revenue. Again, that comparison
is allowing us to scale so much faster.
You can tell I'm excited, by the way,
cuz it's freaking working, okay? Um live
to-do list. And I love teaching, by the
way, what I'm what I'm learning and
doing. Most people teach theory. I
teach, if you ever go to our events, our
mastermind,
you know, you're part of anything we're
doing,
I teach what we're learning and what
we're actually doing in our business to
scale our freaking company.
Scale.codyaskins.com,
okay? Live to-do list. I had I I I
if you're like me, I had to-do list in
my notes in my phone, I had to-do list
on on paper, I'll write everything down.
I've got to where now I have a live
to-do list project. And it's updating me
on all my to-do list, and I'm checking
stuff off and just talking to Claude
about like, "Hey, what's going on? Where
am I at? What am I doing?"
It's amazing. I'm also ChatGPT is
their graphic game has improved so much,
they used to suck, okay? So, live to-do
list
has been amazing for me to visually see
what I need to do. Like I'm working on a
new book called Visibility is my
responsibility. Uh
and I'm trying to get that out by the
end of Q3.
We're also working on a massive new lead
portal where we can have agents
reporting,
you know, how many deals they're closing
from Kaboom, what their average premium
annual premium is, like all this crazy
stuff. We've been working on a huge
private behind-the-scenes portal for all
of our Kaboom lead clients. We're hoping
to roll that out by the end of the
month, actually.
Crazy. If you saw my to-do list, you
would throw up and be like, "Holy freak,
how do you manage all this stuff while
traveling, while helping people, while
running an eight-figure company, while
managing 20 sales reps in your office?"
Like, how the freak are you doing all
this? Uh
I don't know, but I'm having fun and I
love it. Um life to do list has been
cool. Weekly content, like even this,
like I'm going to start shooting a video
every week showing you behind the scenes
of stuff that's working in our company
help helping us crush growth. Uh I'm
going to be sharing this on our YouTube
channel, so make sure you keep
subscribing. Comment if you want to see
more videos like this.
And um it's even creating pages and
reports for me. It's cranking out stuff.
Like, the stuff it's building and doing
is unbelievable. If you want me to do
more videos like this, comment AI. If
you want to talk to my team and I about
how we can scale and strategize with you
on how we can scale your sales and
recruiting within your company, go to
scale.codiases.com
and I'll see you on the next video.
Kaboom.
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