Main Content

Helping Insurance Agents Build a $1,000,000 Book of Business Through Signed Broker of Record Letters

Differentiate Your Agency • Stop Offering Quotes • Win Loyal Clients

Insurance Agents

  • Stop Wasting Time Offering Renewal Quotes
  • The Riches Are In the Micro-Niches
  • Mindset --- Prospect Larger Revenue Accounts
  • Develop a 12-Month Timeline of Services
  • Target Signed Broker of Record Letters

Where insurance producers can find useful information, resources, training, and inspiration for building a $1,000,000 Book of Business!

Hello, my name is Charles Specht and I'm the CEO of Permission Group Inc.

WHAT I DO: I teach Insurance Agents how to build a $1,000,000 Book of Business by focusing on signed Broker of Record Letters instead of wasting time offering quotes.

HOW I DO IT: I provide in-depth 1-on-1 sales coaching and other PERMISSION-based sales training programs to Producers & Agency Principals. I offer online sales training courses (e.g. Millionaire Producer School a.k.a. "How to Collect Signed Broker of Record Letters") and also conduct onsite training seminars at insurance agencies around the country.

Client Testimonials

Isaac SapoznikIsaac Sapoznik, Chief Performance Officer, Sapoznik Insurance
Sapoznik Insurance

“It is with great pleasure to congratulate PRODUCER #1 and PRODUCER #2 for our latest win to bring into the company – NAME OF NEW CLIENT (88 life group).

Last month we introduced a new sales coach Charles Specht to the agent team. He is hired on retainer to help organize our sales processes and coach our sales team. One of his main coaching messages is that we shouldn’t ever have to quote for business, they choose a broker based on the solutions that can be delivered. PRODUCER #1 and PRODUCER #2 went on the first appointment on Monday June 11 with NAME OF PROSPECT. Before the meeting, they prepped for the meeting with Charles to make sure the messaging and positioning was appropriate. The meeting went great and sure enough they were asked to quote on the business for an 8/1 effective date. Very smoothly, they were able to explain that we would not quote on the business but asked for the Agent of Record based on qualifications and services. She understood and said she will get back to us by Wednesday 6/13. Tuesday June 12, she sent us the signed AOR. Great job PRODUCER #1 and PRODUCER #2 for this great accomplishment in such a short period of time!”

Click Here for More Client Testimonials

I Teach 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.