I was talking with a client today who just finished going through the training and they're excited to get some agent relationships going but still have other responsibilities to manage while they build that network. Rather than doing a little bit each day, they're planning to spend 1 day each week focused on agents. I'm all for it but when we talked through the plan, they shared that they plan to meet with 8 insurance agents a day on that day. While volume is great, their plan was destined to fail. 8 meetings means they'll be forced to keep meetings very short, have no time to drive, eat, schedule follow ups, buffer to not be late, etc. The whole point to our methodology is that the agent relationship has weight and value and won't often be converted with short surface level "spray and pray" methods. 3-4 Solid meetings in a day will have a better chance of converting that 8 fly-by's that never get through the agent's defenses. What's the most agent meetings you'd suggest to someone on your team...and why that number and not more or less?

Here's a great video on how to refer a client to a trusted partner agent.