Get On The Wait List NowEnrollment 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!
“If you are thinking of hiring Charles you should do it immediately. This guy is the real deal. I have been in the insurance business for over 20 years, attended several sales and marketing workshops, have read numerous training books, but nothing compares to the information and ideas shared by Charles. My staff and I learned a lot and we’re implementing the Broker of Record Letter material and growing our insurance agency beyond what we thought possible before his training.”Olu Adesuyan, Cal Society Insurance Services, Inc.
“Charles has been a great help and inspiration during the last 6 months. I’ve been a producer for 30 years and although I’m making a good living, I was looking for more consultancy and a proven sales process. He’s helped me implement a tracking system and given me sales tools from prospecting and qualifying to marketing and closing. In fact, I closed a $500k premium account last month that I’d been chasing since 2007! His real world experience as a producer and consultant gave him better insight on where I need to focus. Charles is legit but he’ll hold you accountable to doing the work, too. I wouldn’t hesitate to recommend him and Permission Sales!”Alan Smidlein, Adams Insurance Service Inc.
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.
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 NowEnrollment 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.
"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
“As an insurance professional for more than 23 years, I have never met anyone as solid as Charles. He is very transparent and very professional. I have been an agent since 2003 doing the same style and technique over and over again, to a point that I got frustrated because I was expecting different outcomes/results over the years. I have always been consistently persistent, however, I needed better results. When I made a decision to retain the services of Charles, it was a point in my career that I knew I needed a coach. Charles was somebody who opened my eyes to different perspectives and sales techniques. The modules are well written, clear, concise and specific for insurance agents, which I find very helpful. As my coach, he always showed up and reminded me to stay strong, and maintain control which I truly appreciate!”Lalaine Latimer, Mainstream Insurance Services, LLC