The three-step engine that finds incorporated owners, qualifies them, and books them onto an advisor's calendar — shown live, with the real booking conversation on screen. A free live 45-minute session · Wednesday October 21 · 7:00pm ET / 4:00pm PT
Live + interactive — you’ll work out your own number as we go, and advisors who book a fit call that week get a free AI Practice Assessment of their practice. Limited seats.
Advisors who can’t fill their calendar are told to buy more leads. More dials, more shared lists, more burned money. But when we score real advisor practices, the pattern is consistent: the leads aren’t the leak. The engine is.
A lead that waits until morning has already shopped the next quote. A “contact me” form with no calendar behind it loses the ready-to-talk visitor. And the 90-day-old dead file nobody reworks is where booked meetings quietly die.
In this live session, co-founders Greg Rozdeba and Martin Ochwat walk the three-step engine behind Dundas Brokers — demand, qualify & book, the close — with a real booking conversation on screen. You’ll work out what your current case mix costs you every month, and see which two of the three steps we run for you.
Real broker earnings, shared with consent. Individual results vary by license, effort, close rate, and market — these figures are not typical and are not a guarantee of income.
Co-Founder · Dundas Wealth + Dundas Brokers
Greg started as a licensed broker — working the phones, buying Facebook leads, and closing hundreds of policies. He spent 8+ years in the trenches, including a stint as Director of Sales at an insurtech startup, before co-founding the Dundas platform.
Today he works directly with incorporated Canadian business owners on corporate insurance strategy — and coaches the advisors who serve them. In this session he walks the three-step engine — and why the same license pays thirty times more on the right case.
Co-Founder · Dundas Brokers
Martin runs the marketing and AI systems behind the platform. He joins for the live booking conversation, the speed-to-lead engine, and how the AI brief on every prospect is built.
You’re a licensed Canadian life insurance advisor who wants a calendar that fills itself — without building servers, funnels, or a dialing habit. Whether you’re booking steadily and want more throughput, or your calendar has more gaps than meetings.
Reserve My Spot — Oct 21, 7pm ETWednesday, October 21, 2026 — 7:00pm ET / 4:00pm PT. Free, 45 minutes, for licensed Canadian life insurance advisors.
Live attendees can claim a free AI Practice Assessment of their practice — details in the session. Limited seats.