Expert Marketing Coaching, Accountability, and a Live Action Plan — Every Single Month

The CMO Coaching Circle is the monthly membership for insurance agents and agency owners who are ready to build a real marketing system — with live coaching, expert guidance, and a community of serious agents doing the same work.

Founding membership is limited to 50 agents. After the founding window closes, the standard rate is $397/month.

Most Agents Are Running One Play. Their Most Profitable Opportunities Are Sitting Untouched.

Most Agents Are Running One Play. Their Most Profitable Opportunities Are Sitting Untouched.

The way most insurance agents have been taught to grow a business is exhausting. Chase leads. Close the sale. Move on. Chase more leads. The moment you stop pushing, everything slows down.

That's not a business. That's a treadmill.

The agents who build something different — something that keeps growing even when they're not actively pushing it — aren't more talented or more motivated. They have a better system. A system that attracts new clients, keeps the ones they have, and turns happy clients into referrals. A playground, not a treadmill.

The CMO Coaching Circle is where you build that system — with live expert guidance, accountability, and a community of agents who are doing the same work alongside you.

Here's What You Get Every Month When You Join the Insurance CMO "Circle" Membership:

  • Monthly Virtual Mastermind Call — One focused, strategy-level session per month hosted by Alex Branning. What's working, what's changing, and what you should be focused on right now. Value: $197/month

  • Weekly Social Media Marketing & AI Calls — David and Elle Denning teach on social media content strategy. What to post, how to position yourself, how to build an audience that turns into clients. Value: $197/month

  • 1x/Month Meta Ads Calls — Shauna Thoresen coaches on Facebook and Instagram campaigns for insurance agents. Campaign setup, creative, targeting, budgeting, reading the numbers. Every month she also does hot seat coaching, so bring your specific questions! Value: $107/month

  • The Weekly CMO Brief — Every week, one specific marketing action mapped to the Insurance Playground framework. Play of the Week, script or template, Reggie Check, community spotlight. 52 issues per year. Value: $47/month

3 Months of Marketing Support:

  • Cami

  • Weekly CMO Brief

  • Monthly Marketing Mastermind

  • Community Access

  • Weekly Social Media & AI Coaching

  • Monthly Meta Ads Training and Hot Seat Coaching

  • 1:1 Coaching Call with Alex

  • All Three Events (Agency Activation, Build & Multiply, AI Workshop)

$97/month

  • $47/month

  • $197/month

  • BONUS

  • $197/month

    $107/month

  • BONUS

  • BONUS

Total value: $1,935.00

INSURANCE CMO FOUNDERS SPECIAL: $750

Standard Rate (after founding window): $397/month

Limited Availability

Founders Special Bonus

Founding Circle Members will have a 1:1 Coaching Call with Alex

Limited to the first 50 action takers

Founding Membership expires in:

The Circle Is Right For You If:

  • You're a successful insurance agent or agency owner who's ready to build a real marketing system

  • You're tired of the lead-chasing treadmill and ready to build something more sustainable

  • You want live expert guidance, not just another course to finish on your own

  • You're willing to show up, do the work, and hold yourself accountable — with support

  • You're ready to invest in your growth at a level that gets you taken seriously

The Circle Is NOT Right For You If:

  • You're looking for a done-for-you service where someone else does all the work

  • You're not willing to set aside time each week to execute on the action plans

  • You're just getting started in insurance and don't yet have an established book of business

About Alex Branning

Alex Branning has spent 25+ years helping insurance agents and agency owners build marketing systems that actually work. He's the founder of Agent CRM — the CRM platform built specifically for insurance agents — the author of The Insurance Playground, and the founder of InsuranceCMO.ai. He's a practitioner, not just a coach. He tests what he teaches, shares what's working, and brings real data and real case studies into every coaching session.

Join the CMO Coaching Circle - Founders Special Offer

$750 for 3 Months — Insurance CMO Founders Special

  • Cami

  • Weekly CMO Brief

  • Monthly Marketing Mastermind

  • Community Access

  • Weekly Social Media & AI Coaching

  • Monthly Meta Ads Training and Hot Seat Coaching

  • 1:1 Coaching Call with Alex (first 50 buyers only)

  • All Four Events (Agency Activation, Build & Multiply, AI Workshop, End-of-Year Planning Session)

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Frequently Asked Questions

Get quick answers to the most common questions about the Inner Circle.

Can I cancel anytime?

Yes. You can cancel your Circle membership at any time. When you cancel, your access continues through the end of your current billing period. Founding members who cancel lose their founding rate — if you rejoin, you come back at the standard rate.

What happens if I'm not getting value from the 1:1 calls?

Reach out to support and we'll make it right. The 1:1 calls are one of the highest-value parts of the Circle, and we want to make sure you're using them well. We'll help you prepare for your calls and get the most out of them.

Is the Circle right for newer agents?

The Circle is designed for agents and agency owners who have an established foundation and are ready to build a real marketing system around it. If you're brand new to insurance, we'd recommend starting with the free book and the CMO Briefing Membership first.

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