Preparing for the 1st Meeting with a Prospect

Congratulations! 🎉🎉🎉
You set your first appointment with a hot new prospect.
Umm …… now what???

What will be the first thing you say to him/her and what is your “intended outcome” for the meeting?

Do you have a #strategy for how you will manage the conversation in order to get what you want: the signed BOR? 🤔

• Most agents don’t.
• No plan.
• Nada.
• Wingin’ it …. Chicken business style! 🐥🍗

👉🏻 Don’t be that agent!

Lack of preparation for prospect meetings is one of the main reasons why the incumbent agent will retain their client 92% of the time … and you’ll lose 92% when you quote.

In order to win … and win more often … you need to have a plan for what you’ll say during the appointment.

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Here are the 5 Stages of a successful FIRST MEETING with a prospect that will put you in a strong position to get the signed Broker of Record Letter at the end of that meeting (and win):

1. Inflate Ego – (Emotional Connection)
2. Pro’s & Con’s about Their Industry and Their Own Business
3. PROBLEMS with Carrier/Policy/Plan, Current Agent, and Agency Service Personnel
4. SOLUTIONS to problems you just uncovered;12-Month Timeline of Services
5. Ask for the Broker of Record Letter

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Frankly, it really is as simply as that.

That’s the power of the signed Broker of Record Letter!

#permission
#BOR

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PS: My #12X #Commission #Conference is coming up soon, and it has two parts.

The 1st part will be a virtual meeting to learn the step-by-step process of how to build a $1,000,000 or more Book of Business.

The 2nd part will be a smaller in-person event here in #Nashville, Tennessee where we’ll create, design, edit, and finalize your own PERSONALIZED strategy for building a $1,000,000 or more Book of Business.

Are you ready?