Agency Intelligence: The Insurance Podcast Network

Millionaire Insurance Producer: Throwback: Winning 6 BOR's in 6 Months - (interview with Rocio Luna)


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How would you like to win 6 new clients via signed Broker of Record Letter in less than 6 months ... with even the smaller of these clients being $12,000 in annual revenue? Would that be OK with you? I'm sure it would!

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht interviews [Insurance Producer Rockstar] Rocio Luna, who is also an active member of the 12X Commission Mastermind (www.12x.club) community. Among other things, Rocio explains how she is utilizing social media to get her Micro-Niched prospects (plumbers and concrete subcontractors) to reach out to her directly in order to solve their worker's compensation problems.


Episode Highlights:

  • Rocio discusses discovering Charles Specht and the 12X Commission Mastermind via a YouTube video on cold calling and prospecting. (2:46)
  • Rocio shares her insurance background, beginning as a claims manager and eventually becoming a sales producer. (4:11)
  • Rocio mentions that listening to Millionaire Insurance Producer podcast episodes influenced her decision to focus on construction. (7:46)
  • Rocio explains how she secured a client by presenting a solution to reduce the client's X-mod and providing a service timeline. (10:31)
  • Charles discusses the importance of insurance companies having well-targeted social media profiles and insurance buyers being aware of the broker of record letter option. (14:36)
  • Rocio discusses her primary prospecting method: social media, particularly Instagram. (16:39)
  • Rocio explains how embracing micro-niching helped her win a plumbing account. (20:11)
  • Rocio mentions that the insurance industry is not a get-rich-quick scheme; it demands hard work, prospecting, and building relationships with clients. (26:39)
  • Rocio shares how the 12X Commission Mastermind helped her in starting an Instagram account. (27:47)
  • Rocio believes that just one week of cold calling can lead to noticeable improvements in your work. (31:33)
  • Rocio asserts that joining a mastermind, like the one led by Charles, is the best way to reach a million dollars in commission, as it helps agents achieve their goals through repetition, fostering self-awareness and growth. (32:21)

  • Key Quotes:

    • “Agents should be transparent and just have a very simple process. Obviously, know your industry, because it's completely different when you're meeting with a human resources person and an owner.” - Rocio Luna
    • “If you just do one week of cold calling, you'll see the difference in your work.” - Rocio Luna
    • “I absolutely do recommend joining the mastermind if you want to reach a million dollars in commission.” - Rocio Luna

    • Resources Mentioned:

      • Rocio Luna LinkedIn
      • Rocio Luna Instagram
      • Modern Reign Insurance Brokers
      • 12X Commission Mastermind
      • Reach out to Charles Specht
      • Permission Network Insurance Agency, Inc.
      • ...more
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        Agency Intelligence: The Insurance Podcast NetworkBy Agency Intelligence

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