You worked hard to close that deal.
You overcame objections, built trust, and designed the right protection for your customer.
Now what?
For too many insurance agents, the sale ends there. But the best producers know something different:
Every sale is a launchpad.
One sale can lead to two, three, or even more, through referrals and reviews that bring new clients straight to your door.
Let’s break it down.
Referrals: Your Warmest Leads Are Already in Front of You
Your happiest clients are the best source of future business.
They want their friends and family to get the same great experience… but only if you ask the right way.
Here’s what top agents do consistently:
Ask while the value is fresh.
Right after a policy is written, ask:
“Who else do you know that I can help the way I helped you today?”
Be specific. Say “a neighbor, co-worker, or family member” to get their mind moving.
Make it easy. Ask them to shoot a quick text to their referral giving you a heads-up to call.
🎯 Pro tip: Referrals convert at twice the rate of cold leads and take half the time.
Google Reviews: Silent Salespeople That Work 24/7
When someone hears about you, they Google you.
What they find will either build trust, or create doubt.
A steady stream of authentic, detailed reviews proves you’re the real deal. It shows you’re active, reliable, and delivering value consistently.
Here’s how to get them:
Ask immediately. Right after a great service experience or closed sale.
Give them a script. Help them write something meaningful.
“I’ve been with [Agent Name] for 3 years… they always explain everything and make sure I’m protected.”
Use a review link with 5-stars pre-selected.
What Happens When You Actually Do This?
Let’s talk numbers. A producer who closes 25 items a month and consistently asks for referrals and reviews can expect:
- 5–10 warm leads monthly from referrals alone
- 10–20 new glowing reviews
- Up to $3,000+ in extra premium per month just from turning one deal into many
This is how you scale results without scaling effort.
___________________________________________________
The opportunities are there. The business is waiting. The question is, are you taking action?
The agents who commit to high activity, strong conversations, and strategic adjustments will come out of spring with momentum that carries them through summer and beyond.
At CWC, we help insurance professionals master the skills, strategies, and mindset to dominate in sales. If you’re ready to take your production to the next level, we’ve got the training, tools, and support to make it happen. Let’s build something great together.
Know you want to get started?
Use code “BLOGS” at sign-up to get $100 off your first month.
Let’s make 2025 a great year!