Agency Intelligence: The Insurance Podcast Network

Millionaire Insurance Producer: How to Ask for the BOR at Just the Right Time

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Asking for the signed BOR is part science and part art. And, timing is everything! You need to be careful to not ask too soon and also to not waiver on the fence of indecision by never getting around to popping the actual question.


In this throwback episode of the Millionaire Insurance Producer podcast, host ⁠Charles Specht⁠ will teach you how to ask for the signed Broker of Record Letter at just the right time (not too soon and not too late) and how to ask with just the right words to get what you want. Why is this so important? Because ... you rarely get what you don't ask for!

Also, PERMISSION PRODUCER SCHOOL launches on October 14th - 18th. Get registered before it is too late!

Go to:⁠ www.PermissionProducerSchool.com⁠


Key Topics:

  • Ask for the Broker of Record (BOR) letter at the right time to maximize success
  • Help prospects recognize pain points with their current agent before asking for the BOR
  • Position yourself as the solution with a clear 12-month service plan
  • Asking too soon can be off-putting, but waiting too long risks being "friend-zoned"
  • Present the BOR request after uncovering enough issues with the incumbent agent
  • A well-timed BOR request can lead to a 30-40% success rate in the first meeting
  • Consider adopting a "no-quote" policy for non-clients to streamline the process


    • Reach out to 

    • ⁠Charles Specht⁠


      • Visit:

      • ⁠Permission Producer School⁠
      • ⁠Permission Network⁠



        • Produced by ⁠PodSquad.fm


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