Agency Intelligence

Millionaire Insurance Producer: The Broker of Record Letter Process

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Sinopsis

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses how quoting is for the weak! This is a truism. But if you're not going to offer quotes, what should a producer do, exactly? That's what Charles Specht breaks down for us today. Instead of offering quotes, use this process instead to win signed BOR’s! Episode Highlights: Charles shares a story about a poll he recently did on LinkedIn. (1:45) Charles explains why he disagrees that the broker of record letter is unethical. (2:56) Charles mentions one important thing that insurance agents should do. (7:30) Charles shares what insurance agents prospecting goals should be. (8:29) Charles explains some of the reasons why insurance buyers don’t trust insurance agents. (12:32) Charles explains how to get more signed broker record letters and how to build your book of business. (16:53) Charles mentions some of the goals you should have when meeting with your prospect. (19:45) Charles mentions why being micro nic