All About Building Insurance Agency Referral Programs

You’ve have a referral program, right?

Most agents don’t.   But high growth agents all have an aggressive and relentless referral program.

What do I mean by this? What are the elements of an aggressive, effective, referral program? To start with the foundation of a great program is great service. You’ve got that right? So, now you just need to give customers permission to talk about it.

Here are some simple ideas to get you started:

1. Send a follow up THANK YOU card after each sale. Include 2 business cards with a simple request to pass them along or refer you to someone else who might like to save money, get better coverage, better service, etc…
2. Put a request for referrals at the bottom of every piece of mail, email or other communication that goes out of the agency. You won’t get what you don’t ask for very often.
3. Reward referrers. Say thank you with a small token of appreciation. People like to help people who are grateful. You can be elaborate if you want but the main thing is to recognize the referral, be grateful and acknowledge it.
4. Be referable. Do what you promise. Be better than average. Be on time. Deliver results.
5. Give referrals. Seriously. If you refer people it will magically return to you. I don’t know why but it works!