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Live Coaching, Group 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 have a winning process to follow -- you'll get stuck quick!

  • 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.



Click here to choose a program that works 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



Part 1

The Most Productive Producer

Without a 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. I will teach you how to create your “Ideal Week” and keep the momentum going.

Part 2

Thinking 12X BIGGER

There is a significant shift in mindset needed in order to prospect and win accounts that are 12X BIGGER than what you’re used to. 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

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

Part 4

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 5

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 your capabilities.

Part 6

Permission to Ask for the Broker of Record Letter

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.

Part 7

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. I will give you the answers to these problems.




Click the below button to purchase the sales training program that will work best for you and get started today!