Share Your Client Stories & Continue to Scale
Insurance is a relationship business. Referrals and social proof (testimonials) are critical to your success.
But when is the best time to act on opportunities, and what is the best way to ask? Finding that process can be challenging for agents who are already extremely busy.
These templates can help.
Use our plain-text email templates to put a process behind your testimonial and referral reach-outs. Whether you choose to do a stand-alone request, a drip campaign, or automated outreach, knowing when and what you're going to say to whom can help your agency go from having no referrals and testimonials to double — or even triple — digits in a short amount of time.