The question is always the same, but the answer always seems different.
“How can my agency get more referrals?”.
There has been an endless supply of methodology, tactics, incentive programs that the choices are endless…they are also tiresome and seem to be ineffective.
Just as you, I’ve tried them ALL. Some work for a while, some don’t work at all.
The KEY to a referral is simple. Get a current client to trust you enough to give you a friend or family member that will allow you to have a conversation with them.
Once I’ve tried everyone else’s methods, I created my own…but I wanted it to be one thing above all else…SIMPLE.
There is a saying in insurance “Wheels, Walls and Wealth“…the 3 main things insurance agents can protect for their clients.
So I started thinking…that’s such a simple way to put it, why don’t I just start there?
So that’s when I created the 3 W’s Sheet —–> Click Here To Open
The concept is simple, it’s a 9 quick question sheet that can be asked of a customer in office, via email or over the phone.
It accomplishes 3 things: Referrals, Cross sells and Financial Leads- All in one!
It asks clients 3 things…
1. Are we protecting all their WHEELS and WALLS? (Cross Sell potential)
2. Are we protecting their WEALTH? (Financial/Life Insurance)
3. Would they trust our agency to protect their Family or Friends 3 W’s (Referrals)
Once we have the answers back we now know how to handle the customer!
It’s as simple as that!
So please take a moment to download your FREE copy of the 3 w’s sheet and start implementing it today!
We do have extra training available through the Underground Agency Playbookalong with hundreds of other resources just like this one!