REFERRALS

Insurance Agent Referral Scripts.

Referrals close 3x faster than cold leads. Most agents never ask. These scripts fix that.

AGENTS LEAVE REFERRALS ON THE TABLE

Agents Leave Referrals On The Table

Every happy client will refer 2 to 3 people if asked. Most agents never ask, or ask wrong.

Never Ask

Fear of rejection kills the ask.

Ask Wrong

Generic who do you know falls flat.

No Follow Up

Referral name dropped, never contacted.

THE REFERRAL PLAYBOOK

The Referral Playbook

01

Post Bind Ask

Day 7 ask when excitement is high.

02

Specific Ask

Ask for 2 neighbors or coworkers, not generic.

03

Referral Capture Form

SMS link captures referral contact.

04

Fast Follow Up

Referral contacted within 2 hours.

05

Referrer Thank You

Automated thank you to the referrer.

06

Reward Loop

Gift card, thank you card, or charity donation.

WHO THIS FITS

Who This Helps

Relationship Focused Agents

Book built on referrals.

Solo Producers

Need low cost growth.

New Agencies

Building word of mouth.

Medicare And Life Agents

Trust sensitive markets.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Referral ask automation, capture form, thank you loop.

  • Core CRM
  • Referral ask automation
  • Capture form
  • Thank you automation
  • Referrer tracking
SEE PACKAGES

3x Your Referral Volume.

Book a 20 minute demo. We will show you the referral playbook.