Get On The Wait List Now

Enrollment for this course is currently closed. However, those who GET ON THE WAIT LIST and reserve a spot will be notified when the course re-opens. I will send you program details, early bird specials, and information on the course as soon as enrollment opens.

Insurance Producers Need to Be Highly-Strategic When Prospecting

Nothing really important happens in the sales cycle until the insured signs a piece of paper for you. Therefore, earning the client’s full PERMISSION and collecting the signed BROKER OF RECORD LETTER is the smartest move you will ever make in the sales process.

And that's precisely what I will teach you how to do in this Broker of Record Letter course.

Even If You're Struggling, My System Will Work for You!

When I first entered the insurance industry in 2000, I struggled and had no real idea what I was doing. I didn't have a strategic plan. It wasn't a terrible first year in sales, but it wasn't anything to write home about either.

Year #1 - "BEFORE" focusing on Broker of Record Letters

  • $135,000 of new business commission that year

  • $4,500 of commission per client

At the end of that first year, I was fairly discouraged, disappointed, and had no idea how I was going to achieve my long-term goal, which was a $1,000,000 book of business.

So... I started to get serious about what kind of account I prospected, and what value I offered to the insured. Most importantly, however, I got laser-focused on creating "Peace of Mind" for my prospects and got very transparent with how the entire insurance process works.

The result for my second year in insurance sales?

Year #2 - "AFTER" focusing on Broker of Record Letters

  • $375,000 of new business commission that year

  • $25,000 of commission per account

SUMMARY: My highly targeted, step-by-step process for collecting significantly more signed Broker of Record Letters works!

Client Testimonial

  • Lou Klein, The Dabelgott Agency
    "Being in the insurance business for over 15 years, I found my sales approach getting stale and starting to feel frustrated with my results. Over the past few months of working with Charles and using his innovative techniques to selling insurance, I have found my enthusiasm has returned to my presentations and as a result closing more deals. I would highly recommend if you need to recharge your sales staff and improve your results, do not hesitate to consult with Charles."
    Lou Klein, The Dabelgott Agency

I first entered the insurance industry back in the year 2000 as a commercial lines insurance agent/broker, focusing on the construction industry. I worked my way up the ladder, eventually becoming an Area Vice President at the world's 4th largest insurance brokerage firm, where I built my book of business to over $1,000,000 in annual revenue.

I exited the brokerage side of the business in 2011 and formed my insurance consulting business. Now, I no longer sell insurance. What I do here at Permission Sales is teach insurance producers my system for collecting signed Broker of Record Letters, which is the fastest, smartest, most ethical approach to building a $1,000,000 book of business.

10-Step Process for Collecting Significantly More Signed Broker of Record Letters

  • Thinking 10X-BIGGER - (Revenues & Mindset)

    There is a significant shift in mindset needed in order to prospect accounts that are 10x bigger than what you're used to. But that's what I'll teach you how to do in this course!

  • Targeting the Broker of Record Letter - (Gaining the Prospect's PERMISSION)

    Becoming the Broker of Record is always the goal. I repeat: ALWAYS THE GOAL! Quoting is never the goal. Quoting insurance policy renewals is for the weak! This course will show you how and why this is true.

  • Developing Your MICRO-Niche

    The riches are in the MICRO-niches. Construction, manufacturing, agriculture, hospitality ... these are industries, not niches. To MICRO-niche you must go deeper! This course will teach you exactly how to do this.

  • Getting the Incumbent Agent FIRED and You HIRED

    Currently, another agent is seated in your chair. He/She has the leverage, and you don't. There is a lot of education, transparency, and trust needed to get the incumbent fired, once and for all. This course will give you the answers to these problems.

  • Prospecting Do's and Don't Ever's

    The times have changed and so has what works in today's marketing economy. This course will teach you the "How To" when it comes to effective email marketing, social media connections, cold-calling tips, tactics, techniques, scripts, as well as both what to say and what not to say to your prospects.

  • Stop Offering Quotes

    Talk about a waste of time! I will teach and show you both the WHY and HOW you should do this. It's more than merely "stopping" to do something. This course will teach you how to get the insured to do business with you for refusing to quote their renewals.

  • The Steps to Collecting More Signed Broker of Record Letters

    I will teach you the WHY and the HOW of getting your prospects to assign you as their agent. This course will also teach you why 25%, 60%, and 15% are very important percentages to either your success or failure in insurance sales.

  • Creating Your Timeline of Services

    This course will both provide examples and help you create a unique timeline of Services & Products to offer your MICRO-niche prospect's in exchange for their business. These need to be Strategic, Objective, and Written (S.O.W.), so that the prospect trusts your capabilities.

  • Fee-Based Products & Can't-Live-Without Services

    Your prospects need your "Golden Handcuffs" and the perfect solutions to the main problems in THEIR industry. This course will help you create these for your prospects so that they will soon become your clients.

  • Million-Dollar Mentorship

    Without constant accountability, you will likely fail. You need someone to guide you, walk with you, answer your questions, and give you wise counsel. This course will teach you how to keep the momentum going for your new business prospecting.

Get On The Wait List Now

Enrollment for this course is currently closed. However, those insurance producers who GET ON THE WAIT LIST and reserve a spot will be notified when the course re-opens. I will send you details, early bird specials, and information on the course as soon as enrollment opens.

Client Testimonial

  • Derrick Fritz, Farmers Insurance Group
    "When I started out as an insurance producer, I didn’t know who to call, what to say, or even what niche to target for myself. Charles worked very closely with me to determine and develop my micro niche, and gave me tips on scripting and how to overcome obstacles when cold-calling and email marketing. This helped me tremendously and provided me with both the tools and the confidence I needed to achieve the level of success I wanted for myself."
    Derrick Fritz, Farmers Insurance Group

Client Testimonial

  • Christy Klein, Independent Agent
    “I've had the pleasure of working with Charles in the capacity of an insurance/business consultant, at an agency level. Charles was brought in to help the agency in developing new strategies, bringing creative ideas to the table, and helping to streamline efficiencies for assisting in increasing sales, retaining clients, and growing the agency. His leadership was deemed successful through new marketing & acquisition programs, as well as retention strategies. Charles is a team player, very professional, knowledgeable, and extremely easy to work with.”
    Christy Klein, Independent Agent