5 Ways for an Insurance Agent to Get Referrals Even if You're Scared to Ask....

5 Ways for an Insurance Agent to Get Referrals Even if You're Scared to Ask....

Original Post can be found here >>>  https://bit.ly/2a2acpp

Referrals.... The "R" word...  Its thrown around the Insurance Industry as the silver bullet... the magic potion... the saving grace of an Agency. 

 You know why? 

 Because it is. 

 When you have an endless stream of referrals coming into your office, more then half of the work is done for you. 

 Finding the prospect - CHECK!

 Getting them interested - CHECK!

 Establishing credibility and trust - CHECK! 

So why then are SO many Agents and SO many team members so shy when it comes to asking for referrals on a consistent basis?

 If you believe that what you are doing is right... if you believe what you are doing is in the best interest of your clients... if you believe you are providing them great protection within the constrains of your clients budget - you should be PROUD to ask for referrals. 

 But we get it...  knowing that and feeling that way are two different things and there are anxieties and fears to get over that no Blog post is going to fix.

So we are going to focus on how even the anxiety struck Agent can ensure that referrals are being asked for from every customer each and every time you interact with them. 

 1 - AUTOMATE IT - When you have a system in place that asks for referrals from your clients even the least confident of Agents can ask for introductions. We highly recommend that you have an email and text messaging drip that goes out to your new clients letting them know what to expect from you as their new Agent and Agency. In that drip, somewhere around day 2-3 a request for referrals and an easy way to get them to you should be included. We like to send links to forms that are easy to fill out. If you are new to this world you can check out www.wufoo.com or www.instapage.comand create nice easy forms to request the info. How do we automate things in Career Agent Concepts? We use www.touchpointsprofessional.com - They allow you to seamlessly drip both texts and emails on your database at the predetermined days and times you choose. A true set it and forget it. We use them for more then a few kick ass strategies. We'll cover more on other Blog Posts. 

 Check out a sample of an Agency Referral Request Page here -->> https://hopewellagencyreferrals.pagedemo.co/

 2 - E-MAIL SIGNATURE - You want to be asking for referrals at every opportunity you have to why not include it as part of your email signature? If every time your clients have a positive experience with you they have the opportunity to refer and earn money staring them in the face you can bet that you will pick up referrals throughout the year. 

 3 - Triggers - When certain problems are solved for your client those should set off a trigger for your Agency to be asking..  do a good job on claims resolution? Send them a link...   Get a mix up with your back office resolved for them? Send them a link. Find an extra discount for them they were missing? You get the idea - Whenever you give a clients a positive experience you should be.

4 - ICE - Pour a bucket of it over your head. Seriously though, ICE stands for In Case of Emergency. Every time you close a new deal you should be asking your new clients for an Emergency Contact. Make sure the Emergency Contact is someone that does not live in the home with your client. Take a moment to reach out to that Emergency Contact and introduce yourself and let them know that your client has listed them as who to contact. In most cases a natural conversation will ensue and the opportunity will arise for business. 

 5 - Give Referrals - One of the biggest things we teach in Career Agent Concepts is the need to provide value above all.. and value to your potential referral partners is the opportunity to write more business. When you are providing your Loan Officers and Realtors leads and you are the King or Queen of Referrals at your Networking groups you quickly earn a town mayor type of status. When you are constantly delivering value and not donuts and are filling wallets and not filling our your referral partners waist lines you will see a more consistent flow of referrals. We teach you how to generate leads for these people so every conversation with them can start "Hey Great News - I have a new opportunity for you"

 We hope you enjoyed and are ready to implement these 5 strategies into your Agency today. 

Request a call with Career Agent Concepts to discuss solutions by filling out the form on the original blog post. 

Find it here >>  https://bit.ly/2a2acpp

 

要查看或添加评论,请登录

Michael M.的更多文章

  • Retiring the Toxic Rockstar

    Retiring the Toxic Rockstar

    Do you remember all the mistakes you made as a new Agency owner and entrepreneur? The 30,000 Agents in INSURANCE SOUP –…

    1 条评论
  • A True Entrepreneurs Tale..

    A True Entrepreneurs Tale..

    While on the plane home from Denver last week I decided to watch the movie The Greatest Showman with Hugh Jackman. It…

    1 条评论
  • The Secret to My Success...

    The Secret to My Success...

    I have been a little reflective in my quiet moments the last few weeks. My life has been on a significant upward…

    4 条评论
  • Lessons from The Super Bowl (and This is Us)

    Lessons from The Super Bowl (and This is Us)

    Last nights Super Bowl and after show had a lot of lessons for Insurance Agents to take away. The Eagles won their very…

  • Do not try to improve - Commit to improvement

    Do not try to improve - Commit to improvement

    You guys know by now that I am not a huge subscriber to many corporate messages about marketing. I find them to be more…

  • Breaking free of Captive contracts to find Success!

    Breaking free of Captive contracts to find Success!

    One of the most talked about topics in our free group of 17000 Insurance Agents and Brokers, Insurance Soup is "what's…

  • Ashes to Ashes, Funk to Funky

    Ashes to Ashes, Funk to Funky

    On the 2nd anniversary of the death of David Bowie; I am personally reminded of the need to reinvent ourselves and to…

    1 条评论
  • Virtual Sales Presentations for Dummies (and Insurance Professionals)

    Virtual Sales Presentations for Dummies (and Insurance Professionals)

    Find the original article here >> https://bit.ly/2a5V1dT We've all been there.

    1 条评论
  • Insurance Agents... Are you Using Video?

    Insurance Agents... Are you Using Video?

    Find the original article here >> https://bit.ly/29YvFee You are on Facebook every single day.

    1 条评论
  • Ins Agent has TONS of EXCLUSIVE HOMEBUYER leads f/ LOs - 75 this week!

    Ins Agent has TONS of EXCLUSIVE HOMEBUYER leads f/ LOs - 75 this week!

    I have built a lead aggregator that sources me renters looking for preapprovals to achieve the American Dream. I can…

社区洞察

其他会员也浏览了