Agency Intelligence: The Insurance Podcast Network

MIND SET.

You're either strong in the area of confidence and mindset, or you're a weak little puppy. Which one is it?

Insurance agents who lack confidence tend to write fewer new accounts each year, they write smaller accounts, and they don't win many (any?) signed Broker of Record Letters. The opposite is also 100% true: Insurance producers who are confident and in the right frame of mind set more appointments and write more accounts, they write larger revenue accounts, and they win significantly more clients through signed Broker of Record Letter.

In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will not only tell you why MINDSET is so important for an insurance producer but he'll tell you the basic things you need to do -- today! -- in order to start dominating and winning!

---------- PS: Remember, the "PERMISSION PRODUCER SCHOOL" is launching on October 14, 2024. It will give you the blueprint for sales success which, in turn, gives you a strong mindset in order to do all of the above. Get registered right away as the price will be increasing very soon! Learn more and get registered at: www.PermissionProducerSchool.com

Key Topics:

Confidence comes from having a personalized plan and a clear value proposition

Struggles with mindset are common when producers dont differentiate their offerings

Focusing on a specific micro-niche builds confidence and drives better results

Generalists often struggle; specialization helps producers stand out and win business

The Permission Producer School provides vital sales training to improve prospecting and scripting

A well-defined process allows producers to confidently ask for and secure business

Reach out to Charles Specht

Visit:

Permission Producer School

Permission Network



Produced by PodSquad.fm

You get out what you put in. You win championships when you do the good work. You reap what you sow. These are the realities of what happens to people (and teams) who do the right things over and over again. Success comes to those who do the right work and stay consistent. Last time I checked, none of your insurance carriers pay any "consolation commission" when you come in 2nd place. It's all or nothing, baby! If you sow inactivity, you will reap the wind. If you sow inactivity for long periods of time, you'll reap the whirlwind. If you don't do the proper prospecting work, you won't schedule any new business appointments or win any signed BOR's or secure any deposit checks. The choice is yours. In this podcast episode, host Charles Specht reminds, motivates, and guides you on what and why you need to reconsider what you're doing in order to get the results you actually want.

Key Topics:

Why being busy doesnt mean being productive

The real reason youre not getting appointments or BORs

How second place in sales pays nothing literally

The time audit every producer needs to do

How the wrong daily tasks kill your commissions

Why consistent prospecting is the only path to winning

Imperfect action beats perfect inaction every time

Reach out to Charles Specht

Visit: Permission Network

Produced by PodSquad.fm

Cold Calling is never much fun, but it can become your pot of gold at the end of a rainbow if you can figure out the proper Script and get your delivery of the Script down pat with both enthusiasm and confidence. Most insurance agents have a lame, tired, and worn-out Script that makes them sound like every other agent out there. Don't be that agent! In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will give you actual examples of what your C3 (Cold Call Carrot) and Script should be in order to be more successful when cold calling. Then, Charles will walk you through how to overcome the two main Objections you will hear: 1) We're happy with our agent, and 2) Now is not a good time.

These will help you set more new business appointments with less time prospecting.

PS: The "Permission Producer School" is getting ready to launch on October 14th, 2024. Are you signed up yet? Charles Specht created (and will teach) the Permission Producer School as an intensive 3-week training program to help new(er) Producers write their first $100,000 of commission in their first 6-9 months, and then scale up to $250,000 in commission in their first 15-18 months in the industry.

To learn more about "PERMISSION PRODUCER SCHOOL" visit: www.PermissionProducerSchool.com

Key Topics:

Introduction to cold calling and its crucial role in insurance sales

Overview of the Permission Producer School, focusing on sales techniques for producers

Crafting the right script and delivery; introducing the "Cold Call Carrot (C3)."

Using "price plus something" in your script to meet prospects' needs

Overcoming objections with ethical dilemmas to secure meetings

Examples of industry-specific scripts and tailoring messages for micro-niches

Encouragement to adopt a fresh approach for more effective prospecting

Reach out to  Charles Specht

Visit:

Permission Producer School

Permission Network



Produced by PodSquad.fm

In this episode of Stuff About Money They Didn't Teach You in School, I (Erik Garcia, CFP®, ChFC®, BFA™) take a solo journey back to 2019—pre-COVID, pre-pandemic stimulus, pre-whatever the heck this current economy is. It's wild to think how much has changed… and how much has stayed the same. This episode opens with a confusing encounter with a Polish website and a German iPhone—setting the stage for how disorienting the financial world can feel when recession fears start swirling. And lately? With inflation still lingering, market volatility, and general unease—it's giving déjà vu all over again.

Though recorded years ago, the financial wisdom in this episode remains rock solid. I unpack five economic realities that hold true no matter the cycle, explain key market terms you’re probably hearing more of, and walk through a 4-step plan that works at any income level. Whether you're nervous about what's next or just want to make smarter money moves, this episode is a reminder that fear doesn’t have to drive your decisions—clarity and preparation can. Be sure to follow the show and share it with someone who could use a little financial calm in the chaos.

Resources Mentioned:

Erik Garcia, CFP®, BFA

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Matt Simon, President of CoverLink Insurance, the agency featured on the April 2024 front cover of Rough Notes Magazine. 

Key Topics:

CoverLink Insurance’s rebrand after 100 years to unify multiple agencies

The meaning behind "CoverLink" and its mission to protect clients

Hiring based on attitude and work ethic over experience

Why culture is the key to hiring and retaining top talent

How CoverLink attracts young professionals into the insurance industry

The role of technology and adaptability in agency growth

Leadership lessons from Matt’s father and agency ownership transition

Reach out to:

Matt Simon

Jason Cass

Visit Website:

CoverLink Insurance

Rough Notes Magazine



Produced by PodSquad.fm