ProducrIQ

For insurance agents

Thanking someone who sent you a referral

The thank-you is not the point. The point is telling them what happened to the person they sent, because that is the thing they are actually wondering about and nobody ever tells them.

When to send it

Within a day of the referral, and again when it closes.

What it has to do

  • Names the person they sent.
  • Says what happened — quoted, bound, still working on it.
  • Says one specific thing about why it was a good fit, so they know what to look for next time.
  • Offers something back, concretely.

What to avoid

  • Offering a referral fee without knowing whether that is permitted for their licence and yours. In several states and professions it is not, and asking puts them in an awkward position.
  • 'Let me know if I can ever return the favour.' Everybody says it, nobody acts on it. Name an actual person or type of client instead.
  • Waiting until it closes. If it takes three weeks they have assumed you dropped it.

A worked example

EmailThe Castillos — thank you
Steve,

Thanks for sending the Castillos my way. Spoke with them yesterday and we've got a quote going out this week.

Useful for you to know: they were closing on the house in eighteen days and hadn't started looking at insurance, which is exactly the point where it gets stressful. If you've got others in that window, send them early and I'll make sure it isn't the thing holding up the close.

On my side — I've got a client refinancing next month who hasn't picked a lender. I'll put your name in front of her.

Richard

Names and details here are invented. Written the way an agent would actually send it, not the way a template would.

Writing these every week?

ProducrIQ is a tool a working insurance agent built for his own agency. Describe the situation the way you’d say it to a colleague and it writes the message in your voice, signed by your agency — including this one, under Referral Thank You.

See how it works

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