April 24, 2023

Winning 6 BOR's in 6 Months - (interview with Rocio Luna)

38 minutes

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 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

View all episodes

By Charles Specht

4.8

4040 ratings