Millionaire Insurance Producer

The Permission to B.O.R.

Listen Later

Permission is everything. The Broker of Record Letter is not everything. Permission is the goal; the BOR is a tool.

Spend more time gaining the insured's PERMISSION and you'll be able to collect a lot more signatures on BOR's.

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will teach you how to win your prospect's PERMISSION in order to win more new business. 


Episode Highlights:

  • Charles explains that everything about the Broker of Record letter has to be focused on a specific word which is: Permission. (1:40)
  • Charles shares why the idea of gathering the insured’s permission is necessary in order for you to actually have success in the entire outcome. (4:14)
  • Charles mentions that gaining the insured’s permission is one of the wisest things you can do. (6:10)
  • Charles shares the focus of everything that he teaches and does. (10:37)
  • Charles discusses that the Broker of Record letter is the most valuable tool and piece of paper in the insurance business. (13:07)
  • Charles mentions that if you can't get the incumbent agent fired, you cannot get hired. (15:20)
  • Charles believes that there are some services that you can provide to the insured that actually help them to understand the value that you provide. (17:00)
  • Charles mentions that the Broker of Record letter literally is everything. (21:32)
  • Charles discusses the things that you can do to put yourself in a stronger position to win the business. (22:58)
  • Charles mentions that it is important to provide a valid reason to the client on why they should give you permission. (27:46)


    • Key Quotes:

    • “The Broker of Record letter is the fastest, smartest, most ethical approach to building a $1 million or more book of business.” - Charles Specht
    • “Don't actually begin doing free work, don't work for free. If they do not give you permission, you do not have a client, you do not have a prospect, you have a suspect.” - Charles Specht
    • “Gaining the insured’s permission is one of the wisest things you can do. Gaining the insured’s permission will allow you to get more signed broker record letters.” - Charles Specht


      • Resources Mentioned:

      • Reach out to Charles Specht
      • Permission Network Insurance Agency, Inc.


        • ...more
        View all episodesView all episodes
        Download on the App Store
        Millionaire Insurance ProducerBy Charles Specht
        • 4.8
        • 4.8
        • 4.8
        • 4.8
        • 4.8

        4.8

        40 ratings

        More shows like Millionaire Insurance Producer

        View all
        BiggerPockets Real Estate Podcast by BiggerPockets

        BiggerPockets Real Estate Podcast

        16,781 Listeners

        Pardon My Take by Barstool Sports

        Pardon My Take

        82,130 Listeners

        The Ryen Russillo Podcast by The Ringer

        The Ryen Russillo Podcast

        14,270 Listeners

        Real Estate Investing with Coach Carson by Chad Coach Carson

        Real Estate Investing with Coach Carson

        616 Listeners

        The Insurance Dudes© by The Insurance Dudes: Craig Pretzinger and Jason Feltman

        The Insurance Dudes©

        165 Listeners

        Josh Pate's College Football Show by iHeartPodcasts

        Josh Pate's College Football Show

        3,642 Listeners

        Shawn Ryan Show by Shawn Ryan

        Shawn Ryan Show

        44,151 Listeners

        Life Insurance Academy Podcast by Life Insurance Academy

        Life Insurance Academy Podcast

        142 Listeners

        Real Estate Rookie by BiggerPockets

        Real Estate Rookie

        1,841 Listeners

        The Insurance Buzz by Michael and Courtney Weaver

        The Insurance Buzz

        127 Listeners

        On The Market by BiggerPockets

        On The Market

        900 Listeners

        The Max Revenue Show by Max Revenue

        The Max Revenue Show

        16 Listeners