- Insurance Agency Q&A
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How can I fill my pipeline by creating successful referrals?
To achieve successful referrals, identify your most loyal clients. Create one list reviewing the great work you have done for them to continue their confidence in you and another list of the companies in their influence and connect with them.
- One of the ways to fill your pipeline with prospects and close more business is through referrals, though many referrals fail because the work is left for the client.
- To achieve successful referrals, find your most loyal and trusting clients.
- Create two lists.
- The first list should be all the great things you have done for your clients to continue their confidence in you.
- The second list should be of other companies in their influence. Connect with those companies through LinkedIn, Biz Neighbors, non-profit boards, customers, vendors, and industry groups.