April 24

Discover How To Network & Gain Referral Partners

What's So Great About Networking And Referrals? 

Building strong relationships with clients is key to your success as an insurance agent. But you may be wondering, "where do I find those clients"? This is where insurance networking and referrals come in to play. Attending industry events, joining professional associations, and connecting with other professionals can help you reach new clients and grow your business.

In this read, you'll learn practical networking and referral tips you can take action on TODAY...because whether you're a new agent writing your first line of business, or an industry veteran looking for new leads, these ideas can help you reach new clients and boost your sales.

Networking Tips for Insurance Agents

1. Attend Networking Events

You probably knew this was coming first, right?

Regularly attending and participating in insurance workshops and events can help your business tremendously! They present a great opportunity to meet fellow agents, partners, and potential clients. 

2. Join Networking Groups

Successful people surround themselves with other successful people. There is value in a community of people working towards similar goals and helping each other along the way. 

Join our Facebook groups:

Check out another beneficial group: National Association of Benefits and Insurance Professionals (NABIP) 

4. Always Give Your Card

Business cards are quick to create, easy to acquire, and budget friendly! 

If you ever wonder, "Should I give them my card?", the answer is ALWAYS yes! Give it to everyone and anyone - because if they don't use it, they may give it to someone who will. 

*Our digital marketing team can help you create a personalized business card to stand out among your peers.

5. The Elevator Pitch

The elevator pitch is an explanation of what you do, but is quick enough to tell someone between floors on an elevator.

(Make sure yours is intriguing and well rehearsed...share what you offer and how you help clients.) 

6. Boost Your Social Media Presence

Social media platforms are a quick and easy way to build clients and relationships. Engage with others on LinkedIn, Instagram, Twitter and Facebook.

How to Set up Your Meta Pixel walks you through the steps to effective Facebook marketing.

*Tidewater can help you develop an effective digital marketing strategy.

7. Be Active in Your Community 

Being active in your community and volunteering can easily boost your network. You will meet new people, make connections, and show that you care about others. 

3. Be a Connector

"It's not who you know, it's who they know"...when you connect two people, you instantly open the door to new connections for yourself. 

Naturally, when you connect people to one another, they will do the same for you. This may sound like a referral...let's discuss those further. 

The Power of Referrals

Referrals serve as a powerful tool for gaining new clients. Whether they come from clients or fellow agents, they can really help enhance your business.

Agent Referrals

Build a relationship with other agents in your community - no matter what type insurance they write because this can lead to constant referrals for you!  

  • Ex: A Real Estate agents meet with clients who recently moved to your area...knowing these clients may be in need of your insurance products, their agent refers them over to you.

You'll want to introduce yourself to agents in your area...perhaps schedule a time to grab coffee or lunch, or stop by their office with your business card. Remain relaxed and friendly in these situations. Talk about your specialties and potential collaborations. 

Client Referrals

  • A satisfied customer referral can be better than any advertisement or business promo! 

Share your current clients referrals and testimonies on your social media platforms and website for easy and free self marketing! 

Let's Grow Together

Expanding your business as an insurance agent requires a mix of traditional and modern networking techniques. By engaging in your community, utilizing digital platforms, and connecting with others, you can consistently grow your client base. 

Tidewater Management Group wants to help you reach more clients and boost your sales. Share your individual goals with us and let's get started today!

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