Agency Intelligence

Millionaire Insurance Producer: How To Win New Clients With a 12-Month Timeline of Services

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Sinopsis

Most insurance agents don't know how to clearly articulate their value or adequately differentiate themselves in their prospect's minds. In this episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how to best differentiate yourself with a written, objective, and strategic 12-Month Timeline of Services. Episode Highlights: Charles explains what should happen when you’re trying to get a prospect to schedule an appointment with you. (2:18) Charles mentions what most insurance agents do when they're in a meeting with a prospect. (3:31) Charles recommends the book called, Building a StoryBrand, by Donald Miller. (5:50) Charles mentions one of the most fascinating things about the book. (6:12) Charles shares how the timeline of services could get you more business. (8:47) Charles explains why differentiating yourself from the competition could be the biggest problem. (12:01) Charles explains the timeline of services in detail. (13:10) Charles shares a story about his