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In this episode of The Max Revenue Show, we break down the exact framework Micah uses to run highly effective first meetings with insurance prospects.
Whether you're a new producer trying to write your first $100k, or a seasoned vet looking to tighten up your process, this episode gives you the real-world playbook for turning curiosity into conversion.
This episode is brought to you by:
Insurance XdateGenerate Leads. Win New Biz:https://www.insurancexdate.com/
Resources Mentioned:
Sign up for The Max Revenue Letter here:
https://maxrevenuegroup.com/subscribe
Grab The Producer Playbook here:
https://maxrevenuegroup.kartra.com/page/playbook
Timestamps:
00:00 – Intro + Insurance Xdate shoutout
02:12 – Why the cold call often becomes the first meeting
05:47 – The perfect first meeting opening script
10:30 – 3 core discovery questions to uncover hidden pain
13:22 – The #1 follow-up that reveals buying intent
17:15 – How to explain “The Insurance Game” to any buyer
23:05 – Visual tools that help prospects get it
26:49 – Due diligence pitch: what it is and how to position it
31:50 – Fallback strategy: when quoting makes sense
36:20 – Why being flexible 3–4X’d Micah’s revenue
41:03 – When a first call should be cut short44:15 – How to track meetings the right way
47:40 – Wrap-up + Producer Playbook + YouTube CTAWant more?
Subscribe for new episodes + tactical advice to grow your book of business from scratch.
Like this episode? Drop a comment, leave a review, or share with a fellow Producer.
#ColdCalling #CommercialInsurance #SalesTraining #MaxRevenueShow
4.9
1414 ratings
In this episode of The Max Revenue Show, we break down the exact framework Micah uses to run highly effective first meetings with insurance prospects.
Whether you're a new producer trying to write your first $100k, or a seasoned vet looking to tighten up your process, this episode gives you the real-world playbook for turning curiosity into conversion.
This episode is brought to you by:
Insurance XdateGenerate Leads. Win New Biz:https://www.insurancexdate.com/
Resources Mentioned:
Sign up for The Max Revenue Letter here:
https://maxrevenuegroup.com/subscribe
Grab The Producer Playbook here:
https://maxrevenuegroup.kartra.com/page/playbook
Timestamps:
00:00 – Intro + Insurance Xdate shoutout
02:12 – Why the cold call often becomes the first meeting
05:47 – The perfect first meeting opening script
10:30 – 3 core discovery questions to uncover hidden pain
13:22 – The #1 follow-up that reveals buying intent
17:15 – How to explain “The Insurance Game” to any buyer
23:05 – Visual tools that help prospects get it
26:49 – Due diligence pitch: what it is and how to position it
31:50 – Fallback strategy: when quoting makes sense
36:20 – Why being flexible 3–4X’d Micah’s revenue
41:03 – When a first call should be cut short44:15 – How to track meetings the right way
47:40 – Wrap-up + Producer Playbook + YouTube CTAWant more?
Subscribe for new episodes + tactical advice to grow your book of business from scratch.
Like this episode? Drop a comment, leave a review, or share with a fellow Producer.
#ColdCalling #CommercialInsurance #SalesTraining #MaxRevenueShow
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