Select Roundtable for Agents Ready to Scale

Schedule

Wed Feb 25 2026 at 10:30 am to 04:00 pm

UTC-05:00

Location

Courtyard by Marriott Charlotte Airport North | Charlotte, NC

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An invitation-only discussion for licensed insurance agents who know the business — but want better results.
About this Event

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

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Where is it happening?

Courtyard by Marriott Charlotte Airport North, 2700 Little Rock Road, Charlotte, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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