A Practical Guide To Quoting | The Max Revenue Show

In this episode of The Max Revenue Show, we unpack the nuanced approach to quoting in commercial insurance. Micah and Trey go deep on when to walk away, when to quote, and how to use quoting as a strategic wedge, not a desperate Hail Mary.If you've ever struggled with finding the balance between BOR-only and quoting everything that moves, this is the blueprint you've been waiting for.This episode is brought to you by:📈 Insurance XdateGenerate Leads. Win New Biz.https://www.insurancexdate.com🧰 Resources Mentioned:⁠📬 Sign up for The Max Revenue Letter:⁠https://maxrevenuegroup.com/subscribe📒 Grab The Producer Playbook:⁠https://maxrevenuegroup.kartra.com/page/playbook⏱ Timestamps:00:00 – Intro + Father’s Day reflection + how time accelerates when you become a producer02:43 – Selling cycles and why quoting ahead of time creates built-in urgency05:18 – The evolution from BOR-only to quoting strategically08:11 – Why BOR-only can work… but still leaves money on the table10:29 – When quoting becomes necessary: lack of market access, true client pain, or loyal but uncertain buyers13:45 – The 3-question internal filter Micah uses before quoting16:08 – Trey: “Quote when quoting gets you closer to control”17:45 – Micah’s real-life quoting wedge story: quoting auto only to BOR the rest20:02 – The dangers of quoting just for insight without a plan21:48 – The rule: Always present quotes in person or live—not via email23:00 – Controlling the post-proposal narrative: decision-maker access + first look vs. last look25:22 – When quoting helps build long-term relationships (towing account example)28:30 – Federated stats: 3rd-year quoting has highest conversion rates30:19 – Why quoting without due diligence is a waste of time32:05 – Framing the quote post-due diligence: transparency + market access conversation34:44 – The importance of packaging the quote: side-by-sides + value alignment36:00 – Strategic follow-ups after quoting (especially in niche verticals)37:42 – Final thoughts: quoting is a tool—use it with purpose