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Helping Insurance Agents Set More Appointments, Win Loyal Clients, and Build a $1,000,000 or More Book of Business Through Signed Broker of Record Letters


Stop Offering Quotes • Think 12X Bigger • Win More Often


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How to Build a $1,000,000 or More Book of Business

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Teaching Insurance Agents How To


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. I will teach you how to get the insured to do business with you for refusing to quote their renewals.

Develop 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! I will teach you exactly how to do this.

Gain Your Prospect’s Permission

Becoming the Broker of Record is always the goal. ALWAYS THE GOAL! Quoting is never the goal. Quoting insurance policy renewals is for the weak!

Win Signed Broker of Record Letters

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

Think 10X BIGGER

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!

Create a Timeline of Services

I will help you create a 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.

Get 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. I will give you the answers to these problems.

Develop and Sell Fee-Based Products

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

Prospecting Do’s and Never Do’s

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 connections, cold-calling tips, tactics, techniques, scripts, as well as both what to say and what not to say to your prospects.

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. I will teach you how to keep the momentum going for your new business prospecting.