Millionaire Insurance Producer

Appointment Setting (and Getting Awarded the BOR)


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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

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        Millionaire Insurance ProducerBy Charles Specht

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