Permission Sales - Permission Network Insurance Agency, LLC

Helping insurance agents set more appointments, win loyal clients, and 12X their Book of Business through signed Broker of Record Letters

CHIEF SALES OFFICER

Retain Charles Specht as Your Insurance Agency’s Fractional Chief Sales Officer

As the Fractional Chief Sales Officer for a select number of insurance agencies around both the USA and Canada, I help agencies do many things. I help them create an energized, sales-driven culture among the entire sales team. I also assist with things like inbound lead generation, outbound strategy and specialization, email and social media campaigns, Micro-Niche branding and marketing, and overall revenue growth. After all is said and done, hiring me as your insurance agency’s Fractional Chief Sales Officer should result in the following results:

Significant increase in new clients annually
Larger revenue-generating clients
Sizable increase in agency profitability

(WATCH THE BELOW VIDEO FOR HOW THIS WORKS)

Client Testimonial


“Working with Charles Specht as our Fractional Chief Sales Officer has been transformational for The Shepherd Group. His Permission Sales framework and micro-niche approach gave our producers a clear, repeatable system for who to target, how to position themselves as experts, and what activities to execute daily, weekly, and monthly to drive new business. Charles helped us move away from being generalists and instead build true micro-niche specialization, which immediately sharpened our message in the marketplace and made prospecting far more effective. Under his guidance, our sales team gained structure, confidence, and accountability around core prospecting behaviors—calls, emails, and in-person reach-outs—which directly contributed to a meaningful increase in our new business revenue and overall sales income. What I appreciated most was that Charles didn’t offer theory; he brought a proven, insurance-specific sales process that our team could implement right away. If you’re an agency owner looking for someone who can build a sales plan, install a micro-niche strategy, and hold your producers accountable to the right daily habits, I highly recommend partnering with Charles as your Fractional Chief Sales Officer.”

Neil Shepherd, CEO
The Shepherd Group

Client Testimonial


 

WHAT’S THE PROBLEM?

As an agency owner/principal, you’re looking for effective sales training that will train, coach, mentor, and hold your sales staff accountable for achieving both individual sales goals as well as your agency’s new business growth goals.

I understand that it costs a lot of money to find and hire insurance producers, but you and I both know it costs considerably more to continue paying those producers for mediocre sales results. Yet, as an agency leader, you don’t personally have the time (or resources) available to train all the producers yourself and truly hold them accountable to doing the daily work of prospecting for new business.

But what if you could hire me as the Chief Sales Officer for your entire agency — at a much-reduced cost — and get:

More new clients?
More revenue per client?
Better retention of current clients?
Regular accountability among your producers?
More signed Broker of Record letters from prospects?
Renewed enthusiasm for prospecting throughout your sales staff?
Your producers to be trusted and chosen by their prospects more often?

 

If you could hire me on a short-term basis as your Chief Sales Officer and get all of the above at an affordable cost…

WOULD YOU BE WILLING TO PULL THE TRIGGER AND TAKE YOUR AGENCY TO THE NEXT LEVEL?

 

 

Sales Training Services for Building Million-Dollar Insurance Producers

  1. I will work with, train, mentor, and coach each of the enrolled Property & Casualty and/or Life & Health producers for your entire agency or profit center, with the goal of helping them build a $1,000,000 or more Book of Business.

  2. My sales training will be directly focused on pre-prospecting activity, prospecting, appointment setting, closing the business, Broker of Record Letters, and how to specifically get the incumbent agent fired and your producers hired.

  3. I will be your contracted Chief Sales Officer for no less than twenty-four (24) consecutive months, and then month-to-month thereafter (up until you cancel the services).

  4. I can conduct both group training and individual sales training, will be on retainer, and can be available to you and the enrolled sales producers I am working with — essentially — 24/7. I will be available to them by cellular phone, email, text, and virtually.

  5. Your entire agency and/or profit center will be given immediate access to the complete curriculum in my sales training, which currently includes the 12X YOUR BOOK WITH LINKEDIN digital course, the MILLIONAIRE PRODUCER SCHOOL digital course, and full access to my 12X COMMISSION MASTERMIND and Sales Training video library.

  6. Train and assist your enrolled producers in generating targeted sales leads (prospecting), building their books of business, and how to properly service an account to increase policy retention and cross sales.

  7. Assist in developing and maintaining a sales-focused and sales-competitive culture across your enrolled personnel/staff.

  8. Train and assist your enrolled producers in the creation, tailoring, and/or execution of marketing campaigns, prospecting seminars, and other forums (on an “as needed” basis) in order to drive revenue opportunities tailored to your agency’s new business priorities, market areas, and micro-niche specializations.

  9. Provide ongoing insurance sales training consulting support to all of your enrolled producers as often as needed in order to assist the sales team in achieving their sales goals.

  10. Create an exclusive web portal on the Permission Network website with your agency’s name and brand logo, that will include all accessible sales videos, sales training webinars, prospecting downloads, etc. created and tailored specifically for your agency.

 

 

Your entire agency will be coached and trained in my 5-Part Permission Sales Framework


 

 

 

 

 

Ready to move forward with hiring Charles Specht as your agency’s contract Chief Sales Officer?

Although certainly open to customizing a plan to best suit your agency’s unique needs, I currently have two plans to choose from:

 

ALPHA
Plan

$20,500

Annual Investment for Sales Training for All of Your Agency Team Members

INCLUDES:

$750 Per Producer/Per Month for 1-on-1 coaching; minimum of TWO (2) Producers monthly. Annual investment of $18,000.

Annual investment of $2,500 Per Agency Profit Center for all-agency access to the 12X Commission Mastermind

This ALPHA Package provides the producers at your agency with a minimum of up to 156 both “live group coaching” and “live 1-on-1 coaching” sessions with Charles Specht.

Although additional producers may be added or removed each month, the ALPHA package requires a minimum of TWO (2) producers to be in the 1-on-1 coaching program each month.

Each appointed producer will receive WEEKLY 1-on-1 COACHING CALLS via Zoom with Charles Specht that will last approximately 30 minutes. THIS EQUATES TO UP TO FIFTY-TWO (52) COACHING SESSIONS ANNUALLY.

Your entire agency and/or profit center will receive full and immediate access to ALL of my digital courses, as well as unlimited annual membership in the group coaching 12X Commission Mastermind. THIS EQUATES TO UP TO ONE HUNDRED AND FOUR (104) ADDITIONAL COACHING SESSIONS ANNUALLY.

Each appointed producer will have 24/7 ACCESS to Charles Specht via email, text, and cellular. Essentially, Charles will be “on retainer” with the individual producers appointed to the monthly training to answer any and all questions they have.

OMEGA
Plan

$35,500

Annual Investment for Sales Training for All of Your Agency Team Members

INCLUDES:

$550 Per Producer/Per Month for 1-on-1 coaching; minimum of FIVE (5) Producers monthly. Annual investment of $33,000.

Annual investment of $2,500 Per Agency Profit Center for all-agency access to the 12X Commission Mastermind

This OMEGA Package provides the producers at your agency with a minimum of up to 260 both “live group coaching” and “live 1-on-1 coaching” sessions with Charles Specht.

Although additional producers may be added or removed each month, the OMEGA package requires a minimum of FIVE (5) producers to be in the 1-on-1 coaching program each month.

The OMEGA plan includes everything the ALPHA plan offers. The main difference is the number of your producers Charles Specht works with for 1-on-1 coaching in any given month.

 
 

 

NEXT STEPS

Once you decide to retain me for these sales training services, I have a fairly standard contract that we would both sign. To begin, we’d execute the contract and you would pay Permission Network Insurance Agency, LLC the first month’s coaching fee upfront, along with the one-time activation fee per producer (if applicable). Each month you would pay the monthly fee by the 5th day of each consecutive contract month.

The next step is to schedule a complimentary 30-minute Zoom conversation with me (Charles Specht) so that we can discuss your expectations, goals, and whether or not this would be a good fit for your agency.

Use my Calendly below to schedule the 30-minute complimentary conversation