Phil: The Most Profitable Part of My Business

Before Phil found Planswell, he was ready to give up. 

(Watch Time: 4:46)

Last summer, Phillip was struggling. “I was in a drought,” he admits. “I hadn’t written a policy in five months. I was about to give up.” 

Then he found Planswell and everything changed. 

Phillip signed on for 10 households in August and earned a $92,000 commission check from that first batch. 

In November, Phillip upped his subscription to 25 households. In January he went to 75. 

“Planswell is certainly the most profitable part of my business,” Phillip says. “Once it starts working for you, the money starts coming in.” 

He illustrates the point with some simple math: 

You try Planswell for 3 months, that’s 30 leads. Even if you only close 3%, that’s one client. Even if you only move $200,000 for them (which is the low end) you’re going to make $10,000 – $15,000 in commission. 

For what? 5 hours of work per week?

Like Phillip says, “the only comparison worth making is dollars spent to dollars earned,” and that’s some pretty easy math as far as he’s concerned. 

Phil's Advice for New Partners: 

• The sooner you call someone the better (which is why Planswell’s real-time household distribution is so great). 
• Don’t compare yourself to other people. The only comparison that matters is dollars spent to dollars earned. 
• Don’t worry about each individual. Some will, some won’t, just move on. You’ll always have someone else to call. 
• If you don’t have someone new to call every single day of the week, you don’t have enough prospects.