Fourth Quarter Fuel-Up
All-Day Bootcamp for Commercial Insurance Producers

Are you ready to take your commercial insurance and risk management sales skills to the next level? Then mark your calendars for July 30 and join us for an all-day BootCamp like no other!

Fourth Quarter Fuel-Up: Ignite Your Sales Momentum

Fourth Quarter Fuel-Up: Ignite Your Sales Momentum, is a focused, one-day Boot Camp that walks you through every stage of a winning Q4 strategy. You'll learn how to reverse-engineer your year-end goals into daily action steps, build and automate holiday-themed email campaigns, design behavior-driven multi-touch follow-up cadences, and map strategic year-end and referral touchpoints that deepen relationships. We’ll also cover advanced closing tactics—leveraging scarcity and ROI frameworks—and data-driven prospecting techniques with lead-scoring and tech integrations. Every segment comes with downloadable worksheets, templates, and playbooks so you can implement what you learn immediately and finish the year with confidence.
Hands-On Learning:

Led by industry expert David Carothers, you'll see specific examples of proven strategies and techniques. Additionally, we'll bring in some top-tier professionals who excel in these areas to provide you with the best insights.
Actionable Tools and Deliverables:

By the end of the day, whether you're a producer or an agency aiming for growth, you'll have every tool you need to elevate your game. The implementation will be up to you, but you'll be fully equipped to make significant strides. But we don't want you to leave empty-handed! We have all new deliverables that we are using at Florida Risk Partners on the streets every day that will be yours for attending!

When: July 30, 2025 From: 9am to 5pm EST

Days

Hours

Minutes

Watch and listen as David Carothers introduces Fourth Quarter Fuel-Up!

About the Bootcamps

Killing Commercial bootcamps are not a workshop on theory with fictitious case studies. These are workshops that give you real, tactical information that top-tier producers are using on the streets today to produce books of business of 1 million dollars in revenue or more.

Our past Bootcamps have been a great success. Hundreds of agents came together for deep dives into commercial insurance from some of the best in the business. The high-action session left the attendees with actionable items that they could immediately implement in their companies when they returned to the office.

We are happy to announce our next bootcamp is on Wednesday, July 30. Like the past Bootcamps, we are bringing you some of the best and the brightest.

And, like our prior boot camps, this one will come with a TON of actionable items that you will be able to implement in your agencies almost immediately to begin pushing the snowball downhill.

The value of the content contained in this all-day event is a high multiple of the price. You are guaranteed to change the course of your business if you join us and follow the plan.

Bring your legal pad with you to take notes. But in addition to attending the event live where you can ask questions, you will have access to the recordings afterward to go back and revisit the information as needed to be sure you don’t miss implementing a single thing.

See you at the top!

The Bootcamp Sessions

Unlike our usual bootcamps, this bootcamp is 100% David Carothers, with special guests brought in throughout the day to participate in the conversations.

9:00am - Q4 Goal-Setting & Strategic Planning

As the year winds down, many producers find themselves scrambling to hit targets—chasing bursts of activity without a clear roadmap. Without a focused plan, it’s easy to spend your energy on low-impact tasks, miss critical milestones, and fall short of your year-end revenue, renewal, and cross-sell goals. Segment 1 of our BootCamp tackles this head-on by helping you diagnose the gap between where you are today and where you need to be by December 31.

In this session, you’ll learn how to reverse-engineer your big-picture objectives into actionable monthly, weekly, and daily milestones. You’ll discover how to ruthlessly prioritize the 20 percent of activities that generate 80 percent of your results, and you’ll build an accountability framework—complete with peer check-ins, CRM dashboards, and automated reminders—to keep you on track. By the end of the workshop, you’ll have a clear Q4 roadmap and the confidence to execute it.

Every participant walks away with a suite of ready-to-use resources to make planning fast and frictionless: a printable Q4 Goal-Planning Worksheet to map out targets and deadlines, a Quarterly Calendar Template pre-loaded with key budget-cycle and renewal dates, a Priority-Matrix Cheat Sheet for distinguishing urgent versus important tasks, and a step-by-step CRM Setup Guide to automate milestone alerts and track your progress. With these tools in hand, you’ll transform Q4 from a frenzied sprint into a laser-focused strategy session—and close the year with momentum.
10:00am - High-Impact Email Marketing for Year-End

As inboxes fill up and attention spans shrink during the year-end rush, your carefully crafted messages can get lost in the noise—leading to low open rates, minimal engagement, and missed opportunities to nurture renewals and new business. Segment 2 of our BootCamp is designed to cut through the clutter by equipping you with the proven email-marketing strategies that drive real results in Q4.

In this session, you’ll master the art of audience segmentation and dynamic personalization, learn how to weave holiday and “year in review” themes into campaigns without feeling gimmicky, and discover subject-line and copy techniques that consistently boost opens, clicks, and responses. You’ll also dive into A/B testing best practices—testing everything from send times to CTAs—and set up automated drip sequences that deliver the right message at precisely the right moment.

To ensure you hit the ground running, every participant receives a comprehensive Email-Marketing Toolkit, including a downloadable Q4 Email Calendar Template with suggested send dates and themes; a Swipe File of ten high-impact subject lines and email opens; an ESP Setup Checklist covering deliverability essentials like SPF, DKIM, and list hygiene; and a step-by-step guide to building and scheduling your first three-email year-end sequence in your platform of choice. With these resources in hand, you’ll transform your Q4 email outreach from guesswork into a finely tuned, revenue-driving engine.
11:00am - Follow-Up Sequences That Actually Convert

As the calendar winds down, even the best outreach can fall flat without a consistent, personalized follow-up—leaving hot leads to slip through the cracks and renewals to linger unsigned. Segment 3 of our BootCamp fixes this by teaching you how to build multi-touch cadences that blend email, phone, social, and direct mail in a precise sequence, driven by customer behaviors and key dates. You’ll learn to leverage behavioral triggers—like email opens, link clicks, and policy-anniversary reminders—to initiate the right outreach at the right time, craft messaging that feels genuine rather than generic, and employ objection-handling frameworks that move conversations forward instead of stalling them. By the end of this session, you’ll know exactly how to design a six-step Q4 follow-up sequence tailored to each opportunity stage and have practiced role-playing the scripts that turn “call me next month” into “let’s get this signed.”

To make implementation frictionless, every attendee receives a Follow-Up Sequence Playbook, featuring a downloadable Multi-Touch Cadence Worksheet and a set of pre-built email and phone-call templates. You’ll also get our Trigger-Setup Guide for most CRMs—so you can automate alerts when prospects engage—and an Objection-Handling Cheat Sheet packed with proven rebuttal templates. With these tools in hand, you’ll never wonder what to say or when to reach out again; instead, you’ll execute a follow-up strategy that consistently converts during the most critical quarter of the year.
12:00pm - Lunch Break
1:00pm - Leveraging Year-End & Holiday Touchpoints

As the year-end rush kicks into high gear, many producers rely on the same generic holiday greeting and miss critical opportunities to deepen relationships, spark referrals, and drive renewals. Without a thoughtful, strategic approach to year-end and holiday touchpoints, your outreach can come across as an afterthought rather than a value-adding gesture—resulting in lukewarm responses and underwhelming pipeline momentum.

In Segment 4, you’ll learn how to align your outreach with corporate budgeting cycles and holiday mindsets, choosing the right occasions—Thanksgiving, Hanukkah, Christmas, and New Year’s—to deliver timely, personalized messages. You’ll discover how to create high-value touchpoints, from tailored e-greetings and physical greeting cards to branded “Year in Review” reports that showcase client successes. We’ll cover both virtual and in-person events—whether a Q4 check-in webinar or a client appreciation happy hour—and show you how to weave social and content engagement into your holiday strategy without overwhelming your audience. By the end of this session, you’ll have a clear calendar of seasonal touchpoints and the best practices to execute each one seamlessly.

Every attendee leaves with a ready-to-use Holiday Touchpoint Toolkit: a downloadable Holiday Touchpoint Calendar template mapped to key dates; a Gift & E-Card Vendor Guide with vetted partners and ordering tips; a “Year in Review” Report Template ready for your branding and client data; and an Automation Setup Guide to schedule e-cards, reminders, and follow-up triggers in your CRM or ESP. With these resources, you’ll transform the holiday season from a busy distraction into a strategic advantage—strengthening relationships and accelerating decisions as you close out the year.
2:00pm - Referral & Center-of-Influence Accelerators

As the year draws to a close, relying solely on your own network can leave your pipeline underwhelmed and your growth potential untapped. Segment 5 of our BootCamp addresses the challenge of building a predictable referral engine by showing you how to systematically engage Centers of Influence—accountants, attorneys, financial planners, and other trusted partners—and turn existing clients into enthusiastic advocates. Without a clear referral framework, your asks can feel awkward, your incentives misaligned, and your tracking haphazard, leading to missed introductions and stalled momentum.

In this session, you’ll learn to map and prioritize your COI network, set clear referral goals, and craft conversations that emphasize mutual value and gratitude rather than obligation. We’ll walk through the anatomy of a compelling referral-ask, timing your outreach around holiday check-ins and renewal conversations, and show you how to co-host events and co-market with COIs to amplify your reach. You’ll also discover compliance best practices for referral rewards and the proven scripts and email templates that turn “Could you introduce me?” into “I’d be happy to connect you.” By the end of the module, you’ll have a turnkey referral playbook and the confidence to activate your network right away.

Every participant leaves with a Referral & COI Accelerator Kit—a downloadable COI Mapping Worksheet to visualize your top partners, a Referral Program Checklist with incentive ideas and legal guidelines, and a Swipe File of five referral-ask scripts and email templates. We also include a CRM Setup Guide so you can tag and track every introduction, measure your referral conversion rate, and refine your approach week by week. Armed with these resources, you’ll transform your network into a steady stream of warm leads and close the year with the highest-quality prospects you’ve ever had.
3:00pm - Advanced Closing Techniques for Q4

As the year-end deadline looms, even well-qualified opportunities can stall without the right closing strategy—leaving revenue on the table and adding stress to your Q4 pipeline. Segment 6 zeroes in on the art and science of closing in the last quarter, helping you move deals from proposal to signature with confidence and speed. You’ll learn how to frame scarcity around fiscal deadlines, shift conversations from features to outcomes by highlighting ROI and Total Cost of Risk savings, and structure visually compelling proposals that remove friction and reinforce value. We’ll cover time-limited incentives tied to year-end timing, proven trial-close questions that surface buyer readiness, and digital-signature best practices that eliminate administrative delays.

By the end of this session, you’ll be able to draft executive-summary slides that immediately grab attention, employ closing questions that prompt decisions rather than pushbacks, and streamline contract execution so deals don’t linger unsigned. You’ll also gain tactics for engaging internal champions and C-suite sponsors, ensuring your proposal aligns with organizational benchmarks and sails through approval processes.

Every attendee departs with an Advanced Closing Toolkit: a Proposal Template featuring ROI/TCOR comparison tables and visual aids; a set of Scarcity-Based Incentive Guidelines to craft compelling, time-sensitive offers; a library of Objection-Handling Scripts for common Q4 pushbacks; and a Digital Execution Guide to set up e-signature and e-payment workflows in your system. With these tools in hand, you’ll transform end-of-year closing from a scramble into a smooth, high-velocity process—and cross the finish line strong.
4:00pm - Data-Driven Prospecting & Technology Tools

As Q4 ramps up, many producers find themselves overwhelmed by messy data, scattered tools, and guesswork prospecting—resulting in wasted effort on low-potential leads and missed revenue opportunities. Segment 7 cuts through the chaos by teaching you to harness your CRM and sales technology stack for precision targeting and seamless workflows.

In this session, you’ll learn how to audit and clean your CRM for maximum accuracy, build a predictive lead-scoring model that flags high-value prospects, and create dynamic segments so your outreach is laser-focused on the right accounts at the right time. You’ll also discover how to integrate email sequences, call-dialers, calendar reminders, and document-delivery tools into unified “if this, then that” flows that automate mundane tasks and accelerate your Q4 pipeline. By the end of the workshop, you’ll have a clear data-driven playbook for prioritizing prospects, reducing manual work, and measuring your prospecting ROI in real time.

Every attendee walks away with a comprehensive Data & Tech Toolkit, including a CRM Cleanup Checklist to standardize fields and eliminate duplicates; a Lead-Scoring Model Template (Excel/Google Sheets) pre-configured with behavioral and firmographic rules; a Sales-Tech Stack Guide outlining best-in-class free and paid solutions for Q4; and an Integration Playbook with step-by-step instructions for setting up automated workflows using native connectors or Zapier. With these resources at your fingertips, you’ll transform your prospecting approach from scattershot to surgical—and hit your year-end targets with data-backed confidence.

Thank you to our partners for their support.

July 2025
Commercial Insurance Bootcamp

A day-long online event for commercial insurance sales.

Purchase your Bootcamp ticket.

$399

Complete all the information in the order form. Only one ticket per purchase.

If you are buying a ticket for someone else, please use the name of the person attending and their email address on the individual order. That person will receive an email confirming your purchase along with their own Zoom link.

No need to worry. We offer a no questions asked, money-back guarantee if you are dissatisfied with the bootcamp.

July 30, 2025 Bootcamp Sign Up

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Testimonials from Previous Bootcamps

I was given a copy of David R. Carothers's book The Extra 2 Minutes while in AZ after hearing him speak. Killshot Carothers brings a dynamic mindset, ever-evolving, to a business we all love that sometimes needs a little nip & tuck. I would have gladly paid to attend this BootCamp because he NEVER disappoints! As Steve Holley said, his "panel of rockstars freely gave tips and tools." If you weren't motivated by this opportunity, then you might want to check your pulse and see if you are still breathing? I'm still looking each week at the workbook he provided and thinking about how can I improve my performance. I am grateful to everyone that contributed. Thank you, DRC for bringing this all together. Btw, looking forward to your 2nd promised book.

Bryan McCall

If you've never been to one of David Carothers bootcamps, speaking engagements, etc you're missing out! I met David in AZ at the BA conference and learned an abundant amount from him. Recnetly I had the opportunity to see him in Tampa at the one day BootCamp. And after putting in motion just a faction of what I learned in this mind blowing event, I was able to write an account which generated more than $5k in agency revenue. I can't thank David enough for his willingness to share his knowledge. If you've never had the privilege to hear him speak, or attend a BootCamp you are missing out. As I've hard him say many times, you've better find Jesus and get yourself there. I promise you out of the multitude of information you'll learn it will immediately increase your bottom line if you implement just one thing! Thank you David for all you do for our industry.

Jim Stout

As soon as I saw that David Carothers was offering a Bootcamp prior to Innovation, I KNEW that I would be adding a day in Tampa. The BootCamp delivered the goods. David and his panel of rockstars gave tips and tools that motivated and equipped me to raise my agency's game in commercial. There as no fluff and no selling from the front of the room, just solid gold nuggets. Thank you to everyone who participated.

Steve Holley

I have been "following" the legend, David R Carothers for a few years, and to have this amazing opportunity provided was a no-brainer for me to attend. I had no idea what to expect, so I went in with an open mind. I have been in this business for 38 years and my mind was blown with what I learned from the BootCamp. The next generation of agents and entrepreneurs is incredible. the wealth of information shared has inspired me to aim higher. Higher than I ever imagined possible! I appreciate David's generosity of his knowledge and time.

Pete Covill

Thank you for inviting me to speak about CRM productivity and success at your June 2022 Bootcamp. The responses I have received and the requests to learn more from attendees has been fantastic. The agency owners and producers who attended and watched the recordings have reached out not only with questions to learn more but they now recognize how important a CRM is to their business and producer success and are ready to up their business.

David LeFevre

Fourth Quarter Fuel-Up All-Day Bootcamp for Commercial Insurance Producers

Fourth Quarter Fuel-Up: Ignite Your Sales Momentum

Hands-On Learning:

Actionable Tools and Deliverables:

When: July 30, 2025 From: 9am to 5pm EST

Watch and listen as David Carothers introduces Fourth Quarter Fuel-Up!

About the Bootcamps

The Bootcamp Sessions

Unlike our usual bootcamps, this bootcamp is 100% David Carothers, with special guests brought in throughout the day to participate in the conversations.

9:00am - Q4 Goal-Setting & Strategic Planning

10:00am - High-Impact Email Marketing for Year-End

11:00am - Follow-Up Sequences That Actually Convert

12:00pm - Lunch Break

1:00pm - Leveraging Year-End & Holiday Touchpoints

2:00pm - Referral & Center-of-Influence Accelerators

3:00pm - Advanced Closing Techniques for Q4

4:00pm - Data-Driven Prospecting & Technology Tools