What Is ReferralBook?
Let's imagine a perfect world for a life and health agent. In this perfect world, you would have multiple non-competing insurance agents and financial advisors, happily collaborating with you to build your book of business. They are sending you clients that need help with health, Medicare, or group insurance. Because these clients are referred, they are the easiest sales you will ever make.
Well, ReferralBook is about making that perfect world a reality.
How Is This Done?You get it done by giving non-competing agents what they want.
So, What Do Non-competing Agents Want?PC agents and others know they are leaving money on the table by not servicing the health insurance needs of their clients. They would love to be able to conveniently refer clients without any hassles, and be compensated. However, they have relatable concerns:
- Who am I referring my clients to?
- When was my client contacted and what transpired?
- What was sold to my client?
- When will I be compensated and how much will I receive?
Reasonable right? Let's see how ReferralBook excellently addresses all of these concerns.
Concern 1: Who am I referring my clients to?
Your partner agent with ReferralBook, gets to see your complete profile every time they log in and refer a client. There is even a star rating that is generated from other agents working with you. Your PC or specialty agent knows who you are.
Concern 2: When was my client contacted and what transpired?
When a client is referred by the PC agent, the data shows up in your ReferralBook CRM. Within this CRM you have information inputs that include:
- When was the client contacted?
- What transpired when you met the client?
- Were or are there any challenges?
- What was sold, and for how much?
Concern 3: What was sold to my client?
See concern number two. Breathtaking convenience and transparancy!
Concern 4: When will I be compensated and how much will I receive?
Your profile features a "compensation menu". It lists the products in your portfolio, and how much you pay in compensation. Your partner agents know what to expect in payment before they even refer their first client. In addition, you can input the date you paid, or expect to pay your partner agent, for any client they referred. Trust-building transparancy. No wonder non-competing agents love ReferralBook!
That's Not All.OK, you've resolved the concerns of the non-competing agent, but you are offering even more. Some of which includes:
A custom landing page for your partner agents. (See example)
This custom landing page will generate additional business for the products they sell. The SSL secure page eloquently queries clients on what insurance products they need or would like to review. Thanks to you, your partner agents can now routinely email their new landing page to their list of clients, and consistently generate additional business. (See example)
Social Media Tools
Again, thanks to you, they now have access to a tool that with a few clicks, can create customized posts/ads for their business on Facebook - drawing in more business for their agency.
To sum it all up, you are providing a new, trackable, hassle-free revenue stream, while gifting them with capable tools to increase their own revenue stream - for free. Sounds like the start of a profitable, long-term relationship!
Go Ahead And Start Creating Lucrative Relationships With Our Tools. (Before Someone beats you to it!)
Free For Your Referring Agents!
They receive access to the platform and perks as a benefit of working with you.
Explainer Video (See Video)
You have access to an explainer video that you can send to agent prospects. It completely explains the ReferralBook concept. Diligent effort and follow up on your part could put you well on your way to creating your dream agency!