Agency Intelligence

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht discusses THREE things you absolutely need to get from your prospect if you decide to offer quotes, instead of being awarded a signed Broker of Record Letter on the current policies. Doing these three things will significantly strengthen your position to win, while not doing them is a dagger of death. Episode Highlights: Charles mentions why constructive risk exists. (2:55) What issues does Charles face, when working with insurance agents? (5:44) Charles explains why he needs to invest more in stocks. (8:03) Charles shares the three things you need to do to better position yourself. (12:37) Charles mentions why being micromanaged is very important. (16:24) Charles explains why it’s unethical to go through a quoting process with multiple agents. (20:51) Charles shares why precision is important to guarantee a business relationship. (23:09) Charles mentions what happens when you can't get those three things. (34:0