#98 - AI in the Agency: Michael & Courtney Weaver on Coaching Bots & Smart Growth

Referrals Done Right

In this high-energy episode, Scott welcomes back Michael and Courtney Weaver—insurance agency veterans, coaches, and the creators of AgencyCoachAI.com
Together, they dive into how artificial intelligence is transforming the insurance space—not by replacing the human element, but by enhancing it. Whether you're an early adopter or still feeling overwhelmed by AI, this conversation will leave you inspired, informed, and ready to take action.
From roleplay bots and live-call transcription to eliminating bias in training and reclaiming your time, the Weavers break down how their platform is helping agency owners scale with confidence. This episode is packed with real-world examples, leadership insight, and a glimpse into the future of smart agency growth.
🚀 What you’ll learn:
• How AI can help insurance teams train, coach, and roleplay—on demand and without bias
• Why fear of replacement is valid—but avoidable if you evolve with the times
• How customizable coaching bots are helping teams practice real-life sales scenarios
• What most carriers are doing right now to allow call tracking and feedback at scale
• Why the rise of AI is actually increasing the demand for authentic human connection

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Episode Markers:
(0:00) - Scott's Intro
(1:30) - Welcome Back: Michael & Courtney Weaver Return
(2:30) - Why AI Is the Next Revolution for Insurance Agencies
(5:30) - Change Has Always Been Scary
(8:20) - The Inspiration Behind AgencyCoachAI
(9:20) - Roleplay Bots, Call Transcription, and Real-Time Feedback
(12:20) - Customization Options
(15:00) - Preset Role Play Scenarios
(17:25) - We Act Different When You Know You're Being Recorded
(17:55) - Carriers and Compliance: What’s Possible Right Now
(19:30) - Why AI Won’t Replace You — But Someone Using It Might
(22:00) - Team Accountability & AI Doesn't Forget
(25:00) - Culture, Communication, and Human Touch Still Win
(26:45) - Research on Human Relationships & Making Life Easier
(29:00) - Skate to Where the Puck is Going
(30:00) - Interviewing & Hiring
(33:45) - Time Better Spent
(35:00) - Final Thoughts + How to Get Started with AgencyCoachAI
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Scott Grates' Links:
Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com
Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
Insurance Agency Optimization - https://www.agencyoptimization.com
Scott Grates Website - https://www.scottgrates.com
Love Living Local - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates
TikTok - https://www.tiktok.com/@scott.grates
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Michael & Courtney Weaver's Links:
Michael's IG - https://www.instagram.com/_michaelweaver_
Courtney's IG - https://www.instagram.com/courtneyvie
Michael's Linkedin - https://www.linkedin.com/in/michaelweaverwsa
Website - https://www.agencycoachai.com
YouTube - https://www.youtube.com/@michaelweavertraining