From Almost Quitting to MDRT with a Six-Figure Income!
Dear friends… In 2024, this agent was stuck.
Not new. Not experienced. Just stuck.
He was working hard, making calls, running appointments. Doing “what he was told.”
And still… he barely cleared $20,000 for the year.
Bills were piling up. Confidence was gone. Every appointment, he felt more and more desperate. He even thought about walking away from the business more than once.
Here’s the thing… He didn’t need more leads. He didn’t need a new product.
He needed a better sales process.
That’s when he joined the Insurance Marketing and Sales Resource Center™ and started with the Sales Process Course.
For the first time, things made sense.
He learned how to slow down the conversation. How to ask better questions. How to stop pitching and start guiding.
Clients stopped pushing back. Appointments stopped feeling awkward. And people started saying, “That makes sense” instead of “I need to think about it.”
Then he booked a few case design coaching sessions.
This is where it clicked.
We walked through real cases. Real numbers. Real clients.
Not theory. Not hype. Actual planning.
He learned how to structure cases correctly. How to present options without overwhelming people. How to explain value in plain language.
His close rate went up. His average case size went up. Most important… his confidence came back.
Fast forward to the end 2025.
He crossed $100,000 in income.
He qualified for MDRT for the first time ever.
And now he runs appointments with clarity instead of fear.
Same agent. Same market. New process.
That’s what happens when you stop guessing and start following a system.
Your Turn
If you’re tired of struggling… If you know you’re capable of more… If you just need someone to help you see the case clearly…
Step 1 – Join the Insurance Marketing and Sales Resource Center™
Start with the Sales Process course. Get access to live coaching, tools, and real-world training.
Step 2 – Call Jeremy with your next case. (Book A Time)
Let’s walk through it together and show you what you’re missing.
This business gets easier when you stop doing it alone.
Case Design Built by a Producer, Not a Desk Jockey
Not an IMO. Not an FMO. Something Better.
Why’s Jeremy’s Case Design Coaching Different…
IMOs and FMOs are built to support carriers and recruit agents
My case design service is built to support you and your client.
IMOs and FMOs
• Focus on product placement
• Push carrier-specific solutions
• Design cases to fit guidelines
Jeremy’s Case Design Services
• Focus on the client’s problem first
• Design the case before product ever shows up
• Use simple language that clients understand
• Build a case that sells itself
• Help you walk into the meeting confident
IMOs ask, “What can we place?”
I ask, “What actually solves this client’s problem?”
That changes everything.
What This Means for You
• Better structured cases
• Fewer objections
• Larger average sales
• Clients who say yes without pressure
• A process you can repeat again and again
You’re not just getting numbers or illustrations.
You’re getting coaching on how to present the case and why it works.
This is why agents using my case design support close more business and stop second-guessing themselves.
Use Me Before You Present
Before you sit down with the client… Before you send an illustration… Before you hope it works…
Bring me the case! I’ll help you design the solution using your carriers, so you can present it simply and close with confidence.
Once the strategy is clear, we’ll talk about cost. Sessions start at $99.
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