• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Permission Network

Teaching Insurance Agents How to Win More Broker of Record Letters and Build a $1,000,000 Book of Business

  • About
  • Coaching & Courses
  • Chief Sales Officer
  • Keynote Speaker
  • Podcast
  • Free Download
  • Contact
  • Login
    • User Profile
  • BUY NOW

Charles Specht / June 7, 2022

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.

⬇️ ⬇️ ⬇️

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

———–

Frankly, it really is as simply as that.

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

#permission
#BOR

✅
✅
✅
✅
✅
✅
✅

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?

Filed Under: Free Articles, Helping Insurance Producers Build a $1,000,000 Book of Business Tagged With: appointment, insurance, meeting, prospect, prospecting, sales

Reader Interactions

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Primary Sidebar


Hello, I'm Charles Specht.
I teach insurance agents a systemized process that empowers them to stop wasting time offering renewal quotes to their prospects and instead build a $1,000,000 Book of Business through signed Broker of Record letters.

Millionaire Producer

Footer

  • About
  • Blog
  • Buy Now
  • Chief Sales Officer
  • Coaching & Courses
  • Contact Charles
  • Speaking
  • Testimonials
  • 12X Conference
  • Login
  • User Profile
FREE DOWNLOAD

Click here to listen to episodes of the podcast

Download My Free Book

THE MILLIONAIRE PRODUCER
7 Steps In the Fastest, Smartest, Most Ethical Approach to Building a $1,000,000 Book of Business

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Copyright © 2011-2023 Permission Network Insurance Agency, LLC · Terms · Legal · Privacy · Earnings Disclosure · License #0M60634