Referrals are important in any business, especially if you are in the insurance industry. If you’re unsure how to go about getting insurance client referrals from your current clients, here are some tips that can help you.
Being straight to the point—such as a direct request for a referral—may work with soft-spoken, reserved, or shy clients. These people probably prefer a straightforward discussion. You can explain to them why you need referrals and bring up a summary of the services that you give to customers. Given this information, they may be able to think of names when you ask them for referrals.
Another way to get referrals is to start off with asking your client for feedback on your services. Satisfied customers are the best source for referrals. They are more willing to recommend you to their family and friends, and give contact information on possible leads when you ask for referrals.
Getting new clients keeps a business going, so it is important to take advantage of all personal contact with current clients, such as setting up a meeting or making a phone call. This is the ideal time to know if you are dong a good job and to ask for referrals.