- 130
How do you ask for referrals? Is it best to do this at the end of the sale or do you wait until you deliver the policy? Are you getting referrals from most customers or just a few.
How Do You Ask for Referrals?
- Thread starter hardworker
- Start date
I pretty sure the vast majority on here who invest regularly in leads, don't bother with implementing a referral strategy. If a client wants to refer someone, they will call.
If you're offering a premium to generate leads, like the Legacy Safeguard system, it's recommended to ask for referrals right after you give away the freebies. It's the old rule of reciprocation at work here.
If you're offering a premium to generate leads, like the Legacy Safeguard system, it's recommended to ask for referrals right after you give away the freebies. It's the old rule of reciprocation at work here.
Last edited:
- 19,949
According to what everyone tells me I get more referrals than the average agent. But I do not ask for referrals.
When Matt makes my interview available there is a discussion about that and even a call from a lady that I had just written that was calling to refer me to her brothers. I did not ask her for referrals. I have since written the brothers. And they referred me to a cousin.
I have an appointment this coming Monday to write a referral.
I firmly believe that referrals are earned, not asked for. I do hear FOS marketers talking about referrals and how they always got them in the field. Right!! That's why they aren't in the field now.
It all ties together. I set my own appointments. That's the second contact since the first is them sending in the card. Then the appointment and then I deliver policies. The delivery is the 4th contact. I tell all of my clients to contact me for anything instead of the company. Bank changes, moves, bene changes. etc. Most do just that. Most of referrals come months and years after the initial contact. The one on the interview just happened to be the next day after she was written. That's unusual.
I do plant the seed for referrals without asking for them. That is also a process. Again, as I told Matt in the interview, "a lot of long, hard work went into making it look easy".
- 26,793
What JD said. He must have learnt that when he was just a Life Insurance agent. 
Sitting in a bar and just got an email from a former client asking me to write her and her husband and asking if I would please call her sister in law to write her family. She was originally a referral from referrals.
Sitting in a bar and just got an email from a former client asking me to write her and her husband and asking if I would please call her sister in law to write her family. She was originally a referral from referrals.
- 584
What JD said. He must have learnt that when he was just a Life Insurance agent.
Sitting in a bar and just got an email from a former client asking me to write her and her husband and asking if I would please call her sister in law to write her family. She was originally a referral from referrals.
I got a referral from a client this week. The referral's name?
Lily White.
No, I am not joking.
- 26,793
- 584
She is Lily White but she ain't lily white.
This asking for referrals thing is perpetrated by career shops especially NY Life. In reality good agents get referrals. Since they know 100% of their recruits will leave anyway they push the referral line. It works for NY Life because invariably the new agent walks in with a list of family and friends. But that ain't selling and those aren't true referrals.
- 26,793
That ^^^
If you are a half decent insurance agent your phone, email, text will have regular inbound request. Even a good insurance salesman will get an occasional request.
Similar threads
