Agency Intelligence

Please .... do not be one of those insurance agents who have no strategy or process when it comes to presenting renewal quotes/proposal to the prospect! If you do that, you're more likely to lose than win. Why? Because, if you do that you're wingin' it and throwing mud against the wall to see what sticks. In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you some options to consider to put you in a stronger position to win the business at the time you present your proposal, even if you can't get the signed BOR. Episode Highlights: Charles explains that many consumers do not make the decision to switch to a big provider with a single signature on a piece of paper. (5:40) Charles discusses how to determine the best timing to offer a quote to the insured. (7:26) Charles discusses the benefits of presenting a quote proposal to a prospect a week or two before the renewal date. (10:29) Charles explains that submitting a renewal quote is a competitive bid