A less invasive way to ask for referrals
Episode description
Text "20 policies" to 208-213-8809
[00:00:00] Matt Dietz discusses strategies for insurance agents on his show Agency Launch, including sales, marketing, staffing, retention, and customer service. He offers a free asset on finding potential clients to those who text him at 208-213-8809.
[00:00:56] Matt shares their weakness in asking for referrals in their career. They disliked asking for referrals right after making a sale and found it uncomfortable.
[00:01:47] Don't ask for referrals immediately after a sale, build a relationship first. Referrals come more naturally after six months or a year.
[00:02:41] I usually asks for referrals to get commercial business but will try something new with clients and newer accounts, such as asking those buying a new line of business for referrals. They recently sold life insurance to a couple who also bought a house and business.
[00:03:29] I am confident in their work and asks clients to make a post about their services in exchange for delivering life insurance policies.
[00:04:32] Asking for a favor to take a picture of life insurance policies and recommend the agent who made the process easy.
[00:05:12] Helping people with their life insurance and commercial stuff, crafting emotional post to ask for help.
[00:06:00] Matt was helpful and made acquiring life insurance affordable. Contact him for any needs. Referral is a powerful testimonial to many.
[00:06:30] Obtain as many Google reviews as possible to target trusted individuals who will refer others. Good for business growth.
[00:07:02] More referrals through networking, particularly in small towns – a great way to brand.