Insurance Referral Marketing Tactic - Client/Referral Partner Appreciation Party

Steps on how to do this properly:
1. Keep track of your top referral givers
2. Stay in touch with them through-out the year to show appreciation.
3. Give special recognition in cards or newsletters that are publicly viewed and spread throughout your database.
4. Post their names on a whiteboard in your businesses lobby.
5. Send out personalized invites with your photo on the front saying something fun & unique like "You are awesome ...and therefore: INVITED!"
6. Follow up with phone call to solidify RSVP lists.
7. Cater the event at a nice office or host it in a quiet room at a resturant.
8. Make a theme menu for giggles like: "Comp & Colision Cassarole" and "Decadent Deductable Desserts"
9. Hire a magician like Mike Fisher (call me for his info) to do a THEMED magic/comedy show. He can even do tricks related to REFERRALS & INSURANCE.
10. Have a great team - these people are IMPORTANT to you and your succeed. Make them know that.

http://www.GiveThemThanks.com
480-664-8090

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Hey guys, my name is Rachel Jackson, and my husband and I owned a successful insurance agency for 6 years in Phoenix AZ. In the spring of 2006, we stumbled across an IDEA, a SYSTEM, that revolutionized our business.

I'm a Relationship Marketing expert in the area of Insurance & Financial Services. Owning my own agency with my husband allowed me to know the trials and tribulations of the industry. The ups and downs, the eb and flow. We've experienced it all!

Once we found this system, our business began to EXPLODE. But it was more than just a new software to implement, more than a simple marketing campaign, it was a MINDSET.

"GIVE THEM THANKS" is the essence of Relationship Marketing. Your clients have no desire to be "buddy buddy"... but they need to know that you care about them and appreciate them. Otherwise - I guarantee at some point they will go to the guy down the street because they THINK they've got a better offer.

What were our results?

In less than one year - our retention grew from 92% to 97% (that's UNHEARD OF)

In less than one year - we became a BY REFERRAL ONLY BUSINESS.

In less than two years - we saved over $50,000 from other marketing ventures that we discontinued. A penny saved is a penny earned. Those dollars went BACK into our pockets!

In 2009, we have YET to prospect our insurance business, yet wrote hundreds of policies this year alone from referrals from clients, business associates, and friends.

Referral marketing, referrals, profits with referrals, business by referrals, insurance referrals, insurance marketing, market your business, relationship marketing, business relationships, financial hardship, debt, bankruptcy, business failure, succeed in business, financial services, car insurance, auto insurance, home insurance, life insurance, insurance agents, insurance agency, insurance marketer, marketing plan, business plan, IMO, financial advisor, client retention, appreciation marketing, thank you marketing, thank you cards, appreciation party, thank you party, client party, customer appreciation

Category:

People & Blogs

Tags:

• Appreciation
• marketing
• Referral
• Marketing
• Tactics
• Thank
• You
• Party
• Insurance
• Partners
• Business
• by
• Referrals
• Relationship

[JisNUMEROuno]

@zekey56 I was saying the same thing to myself when she said give them gifts. In many states there are Insurance marketing rules that prohibit rewarding or flat out paying for refferals to create an unfair advantage in your market place. There are creative ways around this that most agents do take part in but it is definately a risk that needs to be understood.

[pmanisc]

Great teeth!! Did you have braces?

[pmanisc]

I she was selling sacks of crap I would buy it

[zekey56]

Be careful when rewarding Realtors, title companies or mortgage originators for their business as this could be a violation of RESPA.

[ReferralKey]

Great advice Rachel. Share some of your expertise at Referral Key

Launched in August 2007, Referral Key is a business networking utility that helps people manage their trusted referral relationships more effectively to increase sales, expand their professional network and differentiate themselves from their competition.

[joshmjackson]

Don't be fooled by her blonde hair. Rachel knows what she's talking about and has helped many "old timers" to increase their referrals and bottom line.

Listen up people...!