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Two things... In this episode of the Millionaire Insurance Producer Podcast, host Charles Specht briefly shares how to set more new business appointments, what to say in order to set those appointments, how to convert those prospects into loyal clients, and ....... he talks about a new, select group of small- to medium-sized insurance agencies who will be brought in to take over the insurance policies (via BOR) of his consulting clients.
Key Topics:
Insurance producers actually work two careers, and appointment setting is the first one you must master
A 25-35% hit ratio means wasting three-quarters of your career on accounts you'll never close
The "price plus something" prospecting script that sets more appointments than pitching better service ever will
Frontloading prospecting from 8 to 10 AM before email, apps, or client calls
Walk-in visits outperform cold calls for setting appointments
Stop quoting for non-clients - the 4 to 24 hours per account is a total waste without earned trust
Why a closing rate below 60% signals you're coming across as a generalist, not a specialist
Micro-niched producers should be converting 85-90% of prospects into signed clients
Charles announces a select referral program introducing his consulting clients to handpicked agencies
Agency owners and principals only - the requirements to qualify for Charles's California referral group
Reach out to
Charles Specht
Visit:
Permission Network
Produced by PodSquad.fm
By Charles Specht4.8
4040 ratings
Two things... In this episode of the Millionaire Insurance Producer Podcast, host Charles Specht briefly shares how to set more new business appointments, what to say in order to set those appointments, how to convert those prospects into loyal clients, and ....... he talks about a new, select group of small- to medium-sized insurance agencies who will be brought in to take over the insurance policies (via BOR) of his consulting clients.
Key Topics:
Insurance producers actually work two careers, and appointment setting is the first one you must master
A 25-35% hit ratio means wasting three-quarters of your career on accounts you'll never close
The "price plus something" prospecting script that sets more appointments than pitching better service ever will
Frontloading prospecting from 8 to 10 AM before email, apps, or client calls
Walk-in visits outperform cold calls for setting appointments
Stop quoting for non-clients - the 4 to 24 hours per account is a total waste without earned trust
Why a closing rate below 60% signals you're coming across as a generalist, not a specialist
Micro-niched producers should be converting 85-90% of prospects into signed clients
Charles announces a select referral program introducing his consulting clients to handpicked agencies
Agency owners and principals only - the requirements to qualify for Charles's California referral group
Reach out to
Charles Specht
Visit:
Permission Network
Produced by PodSquad.fm

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