Millionaire Insurance Producer

Throwback: How to Do "Follow-Up" When Prospecting


Listen Later

Do you struggle with "follow-up" for your prospects? Or, maybe you struggle because you only do follow-up in one form (e.g. cold calls or emails)? If yes, then welcome to the club! We all struggle with it. Prospecting is difficult and confusing and most agencies don't have someone to teach you how to do it because no one else there knows how to do it, either! 

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain not only why having a systematized "follow-up" is both wise and necessary to growing your Book of Business, but he'll take you through a step-by-step prospecting follow-up program he recommends to many people in his 12X Commission Mastermind. 

PS: If you're interested in learning more about the 12X Commission Mastermind, visit my website at: www.12x.club


Episode Highlights:

  • Charles discusses the 12x Commission Mastermind. (1:47)
  • Charles believes that a significant portion of insurance producers and agents lack an established follow-up program when they're engaged in prospecting. (3:40)
  • Charles explains the significance of choosing the right strategies for your prospects to avoid overconcentration on a segment that may not align with your business interests. (08:00)
  • Charles discusses the process of setting up a follow-up program, which includes methods such as cold calls, emails, and social media engagement, along with participation in networking events, soliciting referrals, and incorporating additional elements. (12:01)
  • Charles shares a scenario showcasing diverse ways to prospect, including through cold calls and emails. (15:52)
  • Charles mentions that layering the prospecting follow-up leads to exponential results, as they follow a systematic process, ensuring long-term, measurable results. (29:27)

  • Key Quotes:

    • “Your prospect will respond to you in the time and in the platform that is most comfortable and convenient for them, not you. ” - Charles Specht
    • “You need to have at least three ways in which you're prospecting, but more than that is better. And they have to be effective, based upon the type of prospect that you're going after.” - Charles Specht

    • Resources Mentioned:

      • Reach out to Charles Specht
      • 12x Commission mastermind
      • 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

        16,740 Listeners

        Podcasts - Insurance Journal by Insurance Journal

        Podcasts - Insurance Journal

        23 Listeners

        The Diary Of A CEO with Steven Bartlett by DOAC

        The Diary Of A CEO with Steven Bartlett

        8,494 Listeners

        The Insurance Guys Podcast by Scott Howell & Bradley Flowers

        The Insurance Guys Podcast

        201 Listeners

        Josh Pate's College Football Show by iHeartPodcasts

        Josh Pate's College Football Show

        3,704 Listeners

        The Shawn Ryan Show by Shawn Ryan

        The Shawn Ryan Show

        45,658 Listeners

        Life Insurance Academy Podcast by Life Insurance Academy

        Life Insurance Academy Podcast

        143 Listeners

        Real Estate Rookie by BiggerPockets

        Real Estate Rookie

        1,827 Listeners

        The Insurance Buzz by Michael and Courtney Weaver

        The Insurance Buzz

        126 Listeners

        On The Market by BiggerPockets

        On The Market

        903 Listeners

        The Max Revenue Show by Max Revenue

        The Max Revenue Show

        16 Listeners

        How To Sell Insurance by Ryan Federico, Ashton DeLangoLunday, and Grant Leber

        How To Sell Insurance

        16 Listeners