Select Roundtable for Agents Ready to Scale

You don’t need another training.
You don’t need another lead source.

What most agents actually lack is a repeatable sales and lead system that works under real conditions.

This select roundtable is for licensed insurance agents who:

• Are actively selling
• Understand the products
• But feel stuck with inconsistent results

This is a working discussion — not a presentation — led by professionals who have spent decades identifying what actually separates producers who stall from those who scale.

This roundtable is for agents who:

• Are licensed and actively writing business
• Have completed carrier onboarding and certifications
• Know how to explain products, but struggle with consistency
• Want to grow income year over year without burning out
• Are thinking beyond being a solo producer

This roundtable is not a fit if you:

• Are unlicensed
• Are looking for a motivational talk
• Want a pitch for leads or recruiting
• Are satisfied with inconsistent production

Seating is limited to keep the discussion practical and honest.

What We'll Discuss

• Why many agents believe selling is their strength — yet results don’t reflect it
• Where sales actually break down at the point of conversation
• How top producers structure lead flow and sales execution
• What changes when agents operate inside a system instead of relying on effort

This is not theory.
It’s a peer-level conversation.

About The Brokerage Inc.

For nearly 50 years, TBI has worked alongside independent agents to help them build sustainable insurance businesses — not just write policies.

Our focus has always been:

• Practical execution
• Long-term partnerships
• Turning capable agents into confident business owners

Most of the agents who succeed with us weren’t beginners.
They were experienced — and frustrated.

Event Details:

• Date: Wednesday, February 25, 2026
• Time: 10:30 AM or 2:00PM
• Location: Courtyard Marriott Charlotte Airport North
  
  *Light refreshments will be served.

This is a limited-attendance discussion.
Seats are limited.

RSVP NOW

Also check out other Workshops in Charlotte.