Agency Intelligence

In this episode of the Millionaire Insurance Producer podcast, host Charles Specht teaches you exactly what you should say, and ask your prospect during your first meeting and -- specifically -- why you should ask for the signed BOR. Doing so tells you absolutely everything you need to know about your position in the process as well as how strong of a position the incumbent agent has with the insured. Episode Highlights: Charles explains why it’s better to ask for business during the first appointment. (2:33) Charles mentions one of the nice things about being a micro-niche. (3:42) Charles shares what you should find out from your prospect during the first meeting. (5:31) Charles mentions the type of questions you should be asking your prospect. (7:50) Charles shares one of the ways he shows a lot of value to his clients. (9:25) Why should you ask for the broker of record letter during the first appointment? (13:19) Charles mentions what happens when you ask for the broker of record letter befor