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

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SPEAKING & SEMINARS

Charles Specht is one of the most sought-after speakers in the insurance industry today. His engaging talks and “Permission Principles” have influenced numerous leaders and sales teams on the agency side, carrier side, and everywhere in between. Charles speaks on a variety of topics (Broker of Record Letters, Building a $1,000,000 Book of Business, Leadership, Prospecting, Mindset, Agency Differentiation) based on his books, coaching curriculum, digital courses, and agency consultations.

 


Thank you for considering Charles Specht for your next event

We understand what a demanding process it is to coordinate a live event, and what it takes to make it a resounding success. To assist you in your efforts, we’ve provided items that other professionals like yourself have found to be helpful in their event planning. If you are interested in booking Charles for a seminar, webinar, live or virtual event, please call 1-559-916-2649 or email charles@permissiongroup.com to tell us a little bit more about what you are looking for and we will get right back to you to answer your questions.

Check Availability

 

TESTIMONIALS

“I asked Charles to speak at our semi-annual sales conference. We were looking for a new and fresh perspective for increasing sales and obtaining new customers. He did not disappoint! His techniques and coaching are revolutionary and exceeded my expectations. We had him speak for an hour and we wish we could have had him longer. Well worth the money. I highly recommend Charles for any of his programs. You will definitely get your money’s worth. Thanks Charles!”

Peter Poggi
Joint CEO
John Galt Insurance

“Charles was the Keynote Speaker at our Orange County Health Underwriters Business Development Summit. We had over 300 brokers in attendance. His presentation on How to Become a Million Dollar Producer was received with praise. It made so much sense it’s a wonder why more brokers are not doing what he’s suggesting. Many brokers came to me after the event saying they are definitely going to implement his strategy. Thank you Charles for helping make our brokers successful.”

MaryAnna Trutanich RHU, CHRS
VP Professional Development
Orange County Health Underwriters

andrea-dermanouel“Just wanted to let you know that you’re an amazing speaker and full of charisma. You captivated everybody in the audience and I have had nothing but outstanding feedback. You motivated and gave hope to our staff. The future will change direction with what you shared with us regarding the industry, your experience and your knowledge. We may be looking at a retainer with you. Thanks again, you were the bomb!”

Andrea Der Manouel
Operations Manager
M.D. Manouel Insurance Agency, Inc.

 


 

POPULAR TOPICS

How to Win More Signed Broker of Record Letters

Targeting the signed Broker of Record Letter is the fastest, smartest, most ethical approach to building a $1,000,000 Book of Business. In this talk, Charles draws on 2 decades of insurance experience — as both a producer and also a wholly independent consultant to business owners — to clearly reveal the framework of seven activities needed for an insurance producer to build a Book of Business of $1,000,000 or more. Charles lays out exactly…step-by-step…what producers need to create, present, and offer to their prospects in order to be seen as the “obvious choice” going forward and be awarded the signed Broker of Record Letter on the current policies.

How to Develop a Highly-Profitable Micro-Niche

The MACRO-riches are in the MICRO-niches, and the Jack-of-all-trades-agent is a thing of the past. Super Producers (those brokers with a Book of Business totaling more than $1,000,000 of annual commission) narrow their prospecting efforts into highly-specialized and profitable areas. Construction, manufacturing, agriculture, hospitality … these are industries, not niches. To MICRO-niche you must go deeper! In this talk, Charles explains the when, where, what, why, and how of developing micro-niches that cause prospects to come to you rather than you having to find them. There is an arsenal of strategy involved in this presentation and Charles will clearly articulate each aspect of what insurance agents and agencies can do to determine, create, and develop highly-profitable micro-niches to prospect in.

Unleashing Your Leadership Greatness

What is it that makes some executives, leaders, and sales managers successful, while others can’t get traction with their people, their clients/customers, or their organizations…no matter how hard they try? Why do some people seem like they were born with the tenacity to lead successfully, while others struggle to gain the loyalty and engagement of their people? Why can’t everyone in a position of leadership inspire those around them to reach higher and aspire to more professional greatness? Based on a mix of time-tested leadership principles, philosophy, psychology, and his own vast well of experience, Charles offers a breakthrough perspective on leadership — a new system for rethinking everything you know to reveal the path to becoming the leader you have always wanted to be (and the kind of leader your team wants to follow).

Customized to Fit Your Specific Needs

As a much-sought-after convention, conference, and seminar speaker, Charles has electrified audiences nationwide. He has conducted numerous public and private seminars for a broad range of organizations in many different industries. His speaking engagements range from large venues to intimate gatherings where he delivers highly customized seminars. Charles can work with you to customize a perfect keynote speech for either a half- or a full-day seminar. Charles can help motivate and energize your organization or staff, introducing positive change to usher in a new direction.

 

TESTIMONIALS

“I would highly recommend that any organization that is seeking to attract financial professionals, insurance professionals from either property & casualty or employee benefits, personal lines or group, to consider bringing Charles Specht to their organization’s annual/monthly meetings.

Specht’s presence onstage is formidable and commands respect. He uses bold language, rarely if ever equivocating regarding a position, and he stands tall, upright and confident. His energy is palpable, and it is clear that he is urgently attempting to connect with the audience, which he does with great success.

Specht challenged the attendees to stop “quoting and hoping” and that ceasing to do so would improve the industry, and help each attendee to grow a book of business in excess of $1 million dollars. He told the producers in attendance that many of them had goals that were not high enough, and that they should develop marketing niches (and micro-niches) in order to achieve at the highest level in the industry.

I attend dozens of networking events a year, and several hundred in the past 10 years. Of those, Specht’s speech was easily the most memorable that I have heard during that time span. He packed a lot of value in his 45 minutes, and offered high impact statements to support his claims. His command of the audience was obvious, and after his speech many stopped to question him, and the room was buzzing for minutes afterward. Specht had somehow managed to energize a weary group of insurance agents, whose average age would conservatively be estimated at 55 years of age.

Hire Charles Specht for your next big meeting, and you can thank me later. Trust me, this guy brings all kinds of value!”

Kevin Carlin
Account Executive, Employee Health Benefits

andrea-dermanouel“I really enjoyed listening to your presentation. As a fellow speaker, I often do sweeps of the audience when listening to other speakers to gage audience engagement, and I applaud you for holding everyone’s attention so well. It’s tough to do when speaking for an hour on any topic, and is a skill very few speakers have.

What I liked most about your presentation is your continued mention of ethics, and the importance of acting ethically. That struck a chord with me, and also made strong impacts with others I talked to after your talk. Your way of reminding the audience to act ethically, and telling the audience how to grow business quickly and ethically worked very well. A lot of industry speakers forget to mention ethics for some reason.

Speaking personally, you had a tough crowd to please. Attendees wanted to hear how to grow their business by taking BORs (likely BORs from other brokers in the room), but at the same time didn’t/don’t want other brokers to hear the same message and get their own groups swooped up by a BOR. It was a unique type of audience to engage, and you did a sincerely incredible job. What you had to say was great. The more you spoke, the more people focused their attention on you. It was like moths to a flame!

As a fellow speaker, and one with a passion for helping people improve their lives and wellbeing, you left me feeling inspired and hopeful. You’ve got a great message, excellent delivery, and your desire to enable others to be the best, most successful versions of themselves – while being ethical – is a winning combination. My hat goes off to you.”

Paul Roberts
Compliance Manager
Word & Brown General Agency


 

BOOKS BY CHARLES SPECHT

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Millionaire Insurance Producer Podcast

(Available wherever podcasts are listened to)

Apple Podcasts | Spotify | Google Podcasts | Amazon Music | Stitcher | TuneIn | iHeartRadio


 

Again, thank you for considering Charles Specht for your next event!

If you are interested in booking Charles for a conference, seminar, webinar, live or virtual event, please call 1-559-916-2649 or email charles@permissiongroup.com to tell us a little bit more about what you are looking for and we will get right back to you to answer your questions.

Check Availability

HEADSHOT PHOTOS

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

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