What Are Your Favorite or Most Productive Ways of Getting Referrals?

[summerof18]

I know everyone has their own way or own comfort level of how and when to ask for referrals, but I wanted to hear a few ideas from different agents.

Thanks!

 

[rndz7]

The way they asked for referrals for P and C in Brooklyn NY.

" Listen ! You send me people and Ill take care of you. Got it ?...

Pause....And then a nod of the head by our client.....

 

[Indy007]

1. Beneficiaries, make small talk with client about what they do etc, then get contact info.
2. Always do the right thing for the client, they will know and refer biz without you having to ask for it.
3. Network with people who know a lot of people. Sell them, and they might send some of those people your way.

 

[WinoBlues]

1. Beneficiaries, make small talk with client about what they do etc, then get contact info.
2. Always do the right thing for the client, they will know and refer biz without you having to ask for it.
3. Network with people who know a lot of people. Sell them, and they might send some of those people your way.

I am sure that there are agents reading this and saying yeah, yeah, yeah.

In my experience it completely works. Every case I have written this week and my appointments for next week where from call ins. In most cases they called me to ask if I would help them. many were from past service. I have never used one of those referral sheets.

Sometimes it does not seem to make dollar sense. Example, This morning I am going to drive three hours out to help an orphan with claim paper work and convert here spouse rider. The company called me to ask if I would please help her. The conversion is only $95. While $1,100 ap premium is nice, that is a lot of driving and time for one ok deal. However, I am confident I will open up a new family thread which will be worth multiples of the original deal. For me it is about the long game.

 

[summerof18]

I am sure that there are agents reading this and saying yeah, yeah, yeah.

In my experience it completely works. Every case I have written this week and my appointments for next week where from call ins. In most cases they called me to ask if I would help them. many were from past service. I have never used one of those referral sheets.

Sometimes it does not seem to make dollar sense. Example, This morning I am going to drive three hours out to help an orphan with claim paper work and convert here spouse rider. The company called me to ask if I would please help her. The conversion is only $95. While $1,100 ap premium is nice, that is a lot of driving and time for one ok deal. However, I am confident I will open up a new family thread which will be worth multiples of the original deal. For me it is about the long game.

I am all about the clients and helping them! So basically after some time of doing this I should start to see some calls coming in.....
(funny, this morning I called a client I sold to this week to let her know the policy was issued and the client asked me if I had heard from her sister in law yet, supposively she is wanting to talk to me about insurance)

So you don't necessarily ask for the referrals, you just give good service and then the referrals come your way?

 

[WinoBlues]

I am all about the clients and helping them! So basically after some time of doing this I should start to see some calls coming in.....
(funny, this morning I called a client I sold to this week to let her know the policy was issued and the client asked me if I had heard from her sister in law yet, supposively she is wanting to talk to me about insurance)

So you don't necessarily ask for the referrals, you just give good service and then the referrals come your way?

>>""So you don't necessarily ask for the referrals, you just give good service and then the referrals come your way?""

See >>""(funny, this morning I called a client I sold to this week to let her know the policy was issued and the client asked me if I had heard from her sister in law yet, supposively she is wanting to talk to me about insurance)""

And so it begins. That sister has family that probably needs help also. The married kids have in laws

I hope you asked for her phone number. On the other hand if the sister is one of the beneficiaries you should have her Address, Phone number and Email already. BTW, If your state requires the secondary notice form that is a lead source also.

 

[jdeasy]

I know everyone has their own way or own comfort level of how and when to ask for referrals, but I wanted to hear a few ideas from different agents.

Thanks!

I get quite a few referrals. All of my business this week is referral business. I do not now, nor have I ever asked for referrals.

I've heard the bs from marketers about how to ask for referrals but I don't see those people actually getting referrals.

Good service and staying in contact with my clients is what gets me referrals. They are not immediate that way but they become regular over time.

Just today I went to a funeral home on behalf of a client to help them change her policy that she had assigned over to them to a reduced paid up. The folks are the funeral home were lost on how to do anything like that or that they even could do that. After we got it all done I did a little insurance 101 with the funeral home owner and the director. They didn't even know that people could get immediate coverage.

As I was leaving the owner said, "I really like how you came down here for our client and took the time to not only help us do it but to explain why you were doing this. Can I have some of your business cards? We have many people to refer to you".

Then as I was leaving I noticed the sign for a funeral tomorrow and the lady was one of my clients. I asked them if the company had taken care of it already and they said they didn't know she had insurance. The lady lived alone. They got on the phone right then to the ins. company and got the ball rolling on the claim.

Needless to say they were very happy that I stopped by.

^^This is how I get referrals.

 

[summerof18]

That's awesome and that's exactly how I will run my business. Overtime I shall see them rolling in

 

[Newby]

I get quite a few referrals. All of my business this week is referral business. I do not now, nor have I ever asked for referrals.

I've heard the bs from marketers about how to ask for referrals but I don't see those people actually getting referrals.

Good service and staying in contact with my clients is what gets me referrals. They are not immediate that way but they become regular over time.

Just today I went to a funeral home on behalf of a client to help them change her policy that she had assigned over to them to a reduced paid up. The folks are the funeral home were lost on how to do anything like that or that they even could do that. After we got it all done I did a little insurance 101 with the funeral home owner and the director. They didn't even know that people could get immediate coverage.

As I was leaving the owner said, "I really like how you came down here for our client and took the time to not only help us do it but to explain why you were doing this. Can I have some of your business cards? We have many people to refer to you".

Then as I was leaving I noticed the sign for a funeral tomorrow and the lady was one of my clients. I asked them if the company had taken care of it already and they said they didn't know she had insurance. The lady lived alone. They got on the phone right then to the ins. company and got the ball rolling on the claim.

Needless to say they were very happy that I stopped by.

^^This is how I get referrals.

It's always funny to me how some FE agents are taught to paint the funeral homes as the "Bad Guys" who will rip off the public when if you take some opportunities such as death claims and policy changes to develop relationships with the funeral directors they can refer a ton of business to you. They are your allies if you develop a relationship with them.

Sounds like JD has a new honey hole.

 

[Cory]

Keep it simple... just ask when the time is right. Works for me.