“In my nine years in the agency, Coach P's classes, teaching, and curriculum have been fantastic. The summit had great speakers, content, and unique team collaboration you can’t find anywhere else.”
Tim Smith
San Angelo, TX
Pull back the curtain: See the System at Work
Two immersive days with David’s real team and partners—see the operating system behind elite production and make it yours.
Date
April 23 and 24, 2026
Place
Renaissance Dallas Addison, Dallas, TX
Time Zone
Central
Build Your Dream Team
Simplify Financial Services
Scale with Confidence
About the Summit
The Summit turns “how?” into “here’s how we do it.” It’s built to deepen community, give you unfiltered access to the team, and showcase a vetted partner stack that actually scales.
Does This Sound Familiar? You're Not Alone.
Are you trapped in the daily grind, feeling more like a high-paid employee than a business owner?
Overwhelmed by admin tasks that steal your highest-value time?
Drowning in daily urgencies with no space for strategic growth?
Unsure how to adapt to industry changes and stay ahead?
Constantly putting out fires instead of building the future?
Onboarding feels chaotic, leaving new hires unprepared?
Your team looks busy, but are they truly effective and aligned?
Growth stalls because you lack repeatable systems?
Feel like you’re carrying the entire business on your shoulders?
Work is draining your energy, impacting your health and relationships?
You know you're capable of more but feel stuck?
Frustrated doing $15/hour tasks when your time is worth $250+/hour?
Wondering if you'll ever truly step into the CEO role?
Stop trying to navigate scaling your agency alone. There's a smarter way.
You are Not Alone
Even if P&C comes naturally—and yes, more leads and sharper sales techniques always help—most owners feel the real drag in the same place: people and process. We get it. And we’ve got you covered there, too. But the biggest pain points keep showing up like clockwork:
Team turnover eats your time and momentum.
Financial services feel complex, so they stall.
Training sticks for a week—then fizzles.
Role clarity is fuzzy, so accountability falls back on you.
FS opportunities leak without a simple daily cadence.
Everything depends on the owner’s heroics, not a system.
It doesn’t have to be that way. Join us at the Summit to replace chaos with a clear operating system—and leave transformed with what to do Monday.
Meet Coach P
David Peterson (Coach P)
Systems & Team Building Expert
As a father of four, founder of Coach P, and owner of 3 thriving agencies in Dallas/Fort Worth, David Peterson has mastered building systems that drive relentless results through high-performing, culture-driven teams. He didn't just learn theory; he built his remarkable insurance business organically, without debt, by focusing on value, delegation, and empowering his people. His achievements speak volumes:
3 Office Agent in Dallas/Fort Worth
Trophy Winner (#5 Multiline Agent)
President's Club: Auto, Fire, Life, Health, Multiline
Million Dollar Round Table - Court of the Table
Exotic Plus (Legacy) / Exotic (MOA)
Chairman's Circle (Legacy & MOA)
Led team to write 1,100 Life Apps and 1,000 Health apps in 2024
Alabama Grad - Roll Tide
Father of 4
Founder of Coach P
David's Mission: To equip agency owners with the systems and leadership mindset to scale effectively, develop strong teams, and lead with more freedom and impact.
Hype Fades. Transformation Sticks.
You’ll leave knowing massive success is doable—because you met the people doing it.
Jamie Smith from Amarillo, TX
Found Coach P to completely transform her team over two years, with the summit teaching her better scaling strategies and the importance of social media in her overall marketing plan.
Shannon Nelson from California
Found Coach P's platform invaluable for her State Farm team over two years, with his first summit providing great insights from speakers and valuable connections with vendors and fellow agents.
Lauren Stone from Grapevine, TX
Found Coach P's Summit to be a fabulous program for marketing and staff development, learning how to level up agencies while growing production and retaining current clients, having been with Coach P since the beginning of his program.
Matt McCoy from Tulsa, OK
A 16-17 year veteran agent, found Coach P's systematic approach built confidence in his team over 2.5 years, with easy-to-implement strategies and a great summit featuring vendors to help build out their entire platform.
Tim Smith from San Angelo, TX
Found Coach P's classes, teaching, and curriculum fantastic over his nine years in the agency, positively transforming his business with the summit providing great speakers, content, and unique team member collaboration not found anywhere else.
Gail Williams from Sanform, FL
A 37-year State Farm veteran, found Coach P's training format and videos excellent for both agents and staff over two years, with the Dallas summit providing amazing systematic processes to help agents and staff be more productive.
Agenda
Across your two-day experience, the biggest benefit is meeting the people who actually run the plays—managers, specialists, and partners—and seeing exactly how they do it, step by step.
Day 1 — Team & Systems
Hiring → Onboarding → Retention rhythms
Role clarity, scorecards, and accountability loops
Training that sticks: daily/weekly cadences that scale
In-the-trenches Q&A with David’s leadership team
Day 2 — Financial Services & Marketing
Life & Health made simple: routing, reviews, and follow-up
The winning Life Review process (live breakdown)
Marketing that feeds the machine (partners + workflows)
Implementation clinic: what to do Monday
Choose Your Access:
General Admission
$350
2-day intensive training
All presentations & workshops
Networking sessions & meals
Implementation materials
Most Popular
VIP Experience
$1,500
Everything in General Admission, PLUS:
Front-row seating
Private dinner with Coach P
Exclusive swag package
VIP networking hour
General Admission
$350 Only
2-day intensive training
All presentations & workshops
Networking sessions & meals
Implementation materials
Most Popular
VIP Experience
$1,000
(Only 100 spots)
Everything in General Admission, PLUS:
Front-row seating
Private dinner with Coach P
Exclusive swag package
VIP networking hour
Travel & Venue
Renaissance Dallas Addison Hotel
Modern rooms, a seasonal outdoor pool, on-site spa and fitness center, and a short hop to Galleria Dallas and Addison’s restaurants—ideal for post-session meetups.
Airports:
Dallas Love Field (DAL): ~12.5 miles to the hotel (closest).
Dallas/Fort Worth International (DFW): ~20.8 miles to the hotel.
Both airports work well; Love Field is closer, while DFW has more nonstop options. Rideshare and taxis are readily available from either.
Event Details:
Join us in Dallas for Coach P Summit
Location: Renaissance Dallas Addison Hotel, Malachite Room
Address: 15201 Dallas Pkwy, Addison, TX 75001
Dates: April 23 and 24.
We’ve secured a $199/night group rate for our April 23 and 24 Summit. The discounted rate is available until April 1, 2026—be sure to book early before the block closes.
The Scale & Profit Game Plan:
Attend the Seminar:
Register and join us in Chicago, August 20 & 21, 2025.
Implement Our Proven Systems:
Learn tested methods for recruiting, onboarding, culture, marketing, accountability, structure, and profit maximization.
Scale Confidently & Lead Like a CEO:
Apply these strategies to build a profitable, sustainable agency that gives you freedom.
Disclaimer: State Farm has not reviewed or approved this material and neither supports or endorses the material presented. Additionally, State Farm makes no warranty regarding the accuracy or usability of the information contained in the presentation.
© 2021 David Peterson - Insurance Coach