3 Times and 6 Ways to Ask for Referrals

You know referrals are a great way to build your insurance book. You’ve heard there are some especially good times to ask for a referral, like right after an initial sale, a premium reduction or a successful claim. But maybe you’re a bit shy about actually doing it, anxious that you don’t have the right words.

Hometown Quotes has got you covered. Here are examples of six ways you can make an insurance referral pitch at these three key times in your client-agent relationship:

AFTER AN INITIAL SALE

Formal

“It was a pleasure working with you to get the insurance coverage you need. If any other questions come up about your policies or coverages, please don’t hesitate to let me know.

It is my goal to provide excellent insurance solutions and customer service to each of my clients. If you have any feedback that would help me improve, I would be grateful to hear it. Also, if you did have a good experience, I hope you will pass along my contact information to anyone you know who may benefit from the insurance products I sell.

YOUR CONTACT INFO IN A BLOCK THAT IS EASY TO CUT AND PASTE

Again, thank you for your business. I sincerely appreciate it.”

Casual

“I’m so glad we were able to get you the insurance coverage that you were looking for. If any questions come up about it, please let me know.

I also have a favor to ask: my best advertising is word-of-mouth. If you know anyone who might be looking for insurance or a new agent, I’d sure appreciate it if you’d pass my name along.  

YOUR CONTACT INFO

Thanks so much—I am grateful for your business!”

AFTER A PREMIUM REDUCTION

Formal

“I’m pleased that we were able to lower the rates on your TYPE OF POLICY. It’s always gratifying to see my customers’ premiums decrease.

If you have friends or family who might also benefit from some of the recent pricing drops, I would be happy to give them a no-obligation quote. Please ask them to contact me here:

YOUR CONTACT INFO

Sincerely,”

Casual

“It’s always nice to see my customers’ premiums decrease—I’m glad we were able to make that happen for you.

I’m also happy to see if I can do the same for any of your friends or family. Feel free to give them my contact info, and I’ll give them a no-obligation quote.

YOUR CONTACT INFO

I’ll keep you posted if any other new savings opportunities come up.

Thanks,”

AFTER A SUCCESSFUL CLAIM

Formal

“I’m so sorry that you had to deal with the inconvenience of your recent AUTO ACCIDENT/ROOF DAMAGE/SPECIFIC ISSUE but am pleased you were made whole through NAME OF INSURANCE COMPANY.

Their excellence in dealing with claims is one of the reasons I am proud to represent their products as an insurance agent. If you know others who might want to get a no-obligation quote from NAME OF COMPANY, I’d be happy to do that. Please have them contact me here:

YOUR CONTACT INFO

Thank you, and please let me know when I can be of service again.”

Casual

“It’s such a bummer that you had to deal with your recent CAR ACCIDENT/ROOF DAMAGE/SPECIFIC ISSUE, but I’m happy NAME OF INSURANCE COMPANY did such a good job with your claim.

If you know anyone else who might be interested in switching to a great company like NAME OF INSURANCE COMPANY, please pass along my contact info. I’d be happy to give them a no-obligation quote.

YOUR CONTACT INFO

Thanks and stay safe!”

Ready to begin asking for referrals? Think of five recent clients you’ve worked with, adapt one of the messages above to fit your agency’s style and tone and hit the send button. You might be surprised how one customer can turn into several more if you just ask.

When you sign up to receive leads from Hometown Quotes, you’ll be assigned to one of our Regional Directors. Give us a call at 800.820.8921, and your Regional Director will be happy to share more ideas and expertise.


Brendan Sera-Shriar

Brendan Sera-Shriar is the CMO for Hometown Quotes and a Staff Writer for Hometown University.

Leave a Reply

Your email address will not be published. Required fields are marked *