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Live 1-on-1 Coaching, Group Coaching Mastermind, and Digital Courses that are


Helping Insurance Agents Build a $1,000,000 or More Book of Business

The PERMISSION FRAMEWORK designed to help you win signed Broker of Record Letters


Selling Insurance Doesn't Have to Be a Constant Struggle

But if you don't start implementing a winning strategy -- nothing will ever change!

  • Unsure exactly which industries are best to prospect?
  • Not motivated to prospect with any consistency?
  • Poor scripting and difficulty setting appointments?
  • Wasting time offering quotes to non-clients?
  • Always quoting but not winning often enough?
  • Not sure how to differentiate from the competition?
  • Tired of only ever writing small accounts?
  • Can't get the incumbent agent fired?
  • Can't seem to win signed Broker of Record Letters?
  • Stressed out because you're not making enough money?

My Sales Process Gets Results and It Will Work for You Too!

Our 7-Part Permission Framework will teach you everything you need to know to build a $1,000,000 or more Book of Business.

Our Permission Sales model is centered around the most powerful piece of paper in the insurance industry: The Signed Broker of Record Letter.

Ultimately, I teach insurance agents a 7-Part Permission Framework designed to stop wasting time “offering quotes” to non-clients and collect signed Broker of Record Letters instead.

What Some Clients & Industry Professionals Are Saying About My Sales Coaching, Agency Consulting, and Digital Courses


Click here to learn about the program that would work best for you. Or, if you're ready to get started right away, click the below button to purchase the program and get started today!


The 7-Part Permission Framework


This 7-Part Permission Framework is the foundational curriculum I teach that helps insurance agents build a $1,000,000 or more Book of Business.



Part 1

Productivity & Accountability

Without a personalized strategic plan, internal motivation, and constant accountability … you will likely fail. You need someone to guide you, walk with you, answer your questions, and give you wise counsel on what to do. I will teach you how to create your “Ideal Productivity Week” and keep the momentum going.

Part 2

The Millionaire Producer Mindset

There is a significant shift in mindset needed in order to begin prospecting and winning new accounts that are 12X BIGGER than what you’re used to. A lot has to change going from small to BIG thinking — but it’s not as difficult as you’d think. The goal is to do one thing twelve times in a year. I’ll teach you what it is and how to do it.

Part 3

Micro-Niche Development

The riches are in the Micro-Niches. Construction, manufacturing, agriculture, hospitality … these are industries, not Micro-Niches. To Micro-Niche you must narrow your focus and go deeper. I will teach you how to choose your most profitable Micro-Niche.

Part 4

12-Month Timeline of Services

I will help you create a 12-Month Timeline of Services & Products to offer your Micro-Niche prospects in exchange for their business. These need to be Strategic, Objective, and Written (S.O.W.) so that the prospect trusts both you and your team’s capabilities.

Part 5

3-Prong Prospecting Approach

The times have changed and so has what works in today’s marketing economy. I will teach you the “How To” when it comes to effective email marketing, social media, cold-calling, texting, walk-in’s, direct mail, networking events, COI’s, and other tips, tactics, and techniques, as well as both what to say and what not to say to your prospects.

Part 6

Controlling the Quoting Process

Currently, another agent is seated in your chair. He/She has the leverage and you don’t. I will teach you what to prepare for your 1st appointment with the prospect, how to convince the prospect to give you what you want, putting together a Superior Submission to the marketplace, and how to negotiate/renegotiate with both prospects and underwriters.

Part 7

Getting the Competition FIRED and You HIRED

Everything boils down to influence, position, leverage, and permission. I will teach you the WHY and the HOW of getting your prospects to fire their agent and assign their current policies over to you (aka: Broker of Record Letter). I will also teach you why 25%, 60%, and 15% are very important percentages to either your success or failure in prospecting, setting appointments, and closing the sale.




To determine which training program would work best for you, click the below button.

Products & Services


Or, if you’re ready to get started right away, click the below button to purchase the program and get started today!