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The Ridiculously Amazing Insurance Podcast

Your BFF to help GROW your Insurance Agency. 

  1. All Episodes
  2. How To Ask For Referrals

Nov 12, 2021

Agents always build up a lot of emotions around how to ask for insurance agency referrals. 

In this episode of the Ridiculously Amazing Insurance Agent podcast, host Kelly Donahue-Piro explains why that doesn’t need to be the case.

Episode Highlights:

  • Kelly discusses how we should ask for referrals in general. (1:48)
  • Kelly explains that her first referral-asking method is called "Ask the nice people." (3:22)
  • Kelly encourages everyone to go through the day, find a nice person, and just tell them you can help their friends and family. (4:11)
  • Asking for referrals, according to Kelly, is not a sales approach. It's a customer service strategy. (4:28)
  • Kelly believes that around 75% of people in an agency are unaware of the referral program. (6:15)
  • Kelly highlights their forthcoming special deals for November and December. (8:28)
  • Kelly mentions that the most common reason we don't ask for referrals, aside from being a little afraid of it, is that we forget. (11:47)
  • Kelly explains techniques for staying focused on and remembering to ask for referrals. (12:25)
  • Kelly shares examples and strategies for motivating others. (15:01)
  • Kelly discusses the significance of inspiring others. (16:30)

Key Quotes:

  • “Asking for referrals isn't a sales strategy. It's a service strategy. It's the strategy of saying we would love to serve people just like you and help them with a complicated product, better known as insurance.” - Kelly Donahue-Piro
  • “I'm very clear that I think motivation needs to come from two parties, the team and the leadership.” - Kelly Donahue-Piro
  • “Motivation does not always come in the form of financial incentives. It also comes in the form of just hearing good things too. ” - Kelly Donahue-Piro

Resources Mentioned: