11/7/2026

Attendance:

• Bert Wright

• Lorenzo Alvarez

• Rodion Savelyev

• Tou Lee

• Rafael Andrus

• Timothy Mutert

The team discussed individual performance wins, lead conversion data, and upcoming agency events.

Weekly Wins

Rodion shared his success in hyper-focusing on financial tracking to improve profitability. Rafael reported bringing on a new recruit and expressed a commitment to increasing contract levels through better organization. Wilbur noted his current weekly production of approximately $4,900, which includes business from new leads, existing clients, and referrals.

Lead Data

Wilbur presented data regarding different lead types to manage expectations for new agents. Lead Types and Conversion

• Mail-in leads are the most expensive but have the highest intent.

• Call-in (CIA) leads are a middle-ground option for building a pipeline.

• Conversion rates vary; for example, C-level leads might result in one application per 20 leads.

Strategic Approach

• New agents should focus on mastering lower-level leads to learn scripting before moving to higher-intent leads.

• The goal is to reach the CBA range quickly to spend less time prospecting and more time serving clients.

• Agents should aim for consistent weekly production (e.g., $5,000 weeks) to organically increase commission percentages and move toward producer bonuses.

Agency Updates

Wilbur announced several upcoming opportunities and training sessions for the team. Training and Events

• Office Hours: Wilbur will be live dialing in the Mac Room three days a week to assist agents with questions and appointments.

• Ignite: An event scheduled for March; agents are encouraged to secure tickets early to demonstrate commitment.

• Spring Fling: A leadership retreat in Asheville for those who qualify as Key Leader by issuing $20,000 and recruiting three additional writers between now and February.

How can new agents best balance their initial lead investment with the necessary activity levels to avoid burnout?