Building Your Referrals as An Insurance Agent

Working in insurance requires you to balance yourself carefully in the public eye. When meeting new people, you will want to showcase the best of yourself since you never know who is going to turn out be your biggest referral. When networking, you’ll want to make it clear that you are knowledgeable without being overly pompous. One way to achieve this is to fine your niche or offer a few niche products like collectibles or self-storage insurance coverage. If you already have a niche, make sure you’re telling people, especially other agents who can pass on clients to you! However, it is a two-way street and you’ll want to make sure you are familiar with the services they provide so you can extend the favor from time to time.

When it comes to networking, other agents are not the only people who you should be taking the time to get to know. Outside of insurance industry contacts, make sure you are networking within your own community. Every independent insurance agent wants to be well known within their own neighborhood. There are many ways to become more involved such as attending local fairs, supporting charities, sponsoring a local sports team, or finding organizations for which you can volunteer. Find things to do that are not only great networking opportunities but also activities you will enjoy. You’ll be advancing your business while making work a bit more fun.

With current clients, it can always be useful to run a referral rewards program. Fill the program with rewards to motivate your clients to send referrals your way. Even referral contests can bring in some new leads.

Lastly, make sure you always leave your clients with two business cards. That way they have one for themselves and one for a friend.

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