Life insurance agents should text both the client and referral together with a brief intro like "Hey Jimmy, this is Tim. I just helped your sister Diane. I'll call in a few moments." This gets the client's approval and immediate access, since most referrals never happen on their own.
Life insurance agents. Have you ever gotten a referral but don't know the best way to reach out? Here's the solution. The power of a group Text message Check this out. First, thank your client for the referral and send a group message text between your client and the person they referred to. Introduce yourself. Say something along the lines of hey Jimmy, this is Tim. I was reaching out because I just helped your sister Diane with her life insurance and she asked me to reach out to you and then say I'm going to give you a call in just a few moments. If you just call the referral out of the blue with no context, they have no idea what whether to trust you or not. You need to get a stamp of approval from your client in order to gain access to the beneficiary. Problem is, if you ask your client to reach out to them, it will literally never happen. By sending the group message, you're able to get the stamp of approval from your client and gain immediate access to your referrals instead of waiting on your client to call them for more content like this. For a full length video showing how to contact beneficiaries showing how to contact referrals, look in the comments down below and there's a link posted there.
