I understand the mentality, but it’s wrong.
When you make it easy and risk-free for clients to refer your agency, you are doing them a favor!
Why is that?
Because referrals are social currency. We all like to recommend quality companies and products to each other because it’s a way of helping one another.
Unfortunately, many insurance agents are never properly taught how to ask for referrals in an effective and comfortable way. This results in conversations like this:
Agent: “If you value the service I’ve provided you, please tell me 3 people that could also benefit from my excellent service…”
Client: [awkward pause] “Oh… Um… Well… I guess you could call my… I don’t really have any phone numbers with me right now…”
Agent: “Sorry… can’t let you go until I get my names…”