Agency Intelligence: The Insurance Podcast Network

Millionaire Insurance Producer: If You Offer Quotes To Non-Clients, Do This First!


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I know you probably work only on signed BOR ... right? Well, sometimes you might be tempted to offer quotes to a prospect (aka: Non-Client; someone who doesn't trust you yet) who won't sign the BOR over to you. Should you still work on that account and offer a quote, or should you push the "pause button" and try again next year? Well, it all depends on whether or not you can get the prospect to give you three things first. 


In this episode, host Charles Specht shares what three things you should do in order to increase your Quote-to-Bind rate by other 25% or more. Give a listen, subscribe, and let Charles explain.

And, visit our newly updated website at: https://permissiongroup.com


Key Topics:

  • Why second place in insurance sales pays zero commission

  • The three critical things you must secure before offering any quote

  • How to demand exclusive access to the carriers you need to compete

  • Getting objective commitments on what you must accomplish to win the business

  • Why prospects must agree not to share your numbers with other agents

  • How agents lose 20-30% of business when prospects share quotes behind their backs

  • Why it's your fault, not the insured's, when you get used in quoting

  • The reminder system that reinforces commitments throughout the sales process

  • Why insurance buyers prefer one trusted agent but don't know how to choose

  • How agency leaders can boost profits by requiring BOR letters over blind quotes

    Reach out to 

    • Charles Specht

      Visit:

      • Permission Network


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