Referral campaign
Also called: client referral program, insurance referrals
A referral campaign is a planned way of asking satisfied clients to introduce friends and family, instead of leaving referrals to chance.
Most agencies get referrals; few ask for them consistently. A campaign builds the ask into moments when the client is happiest, such as right after a review or a claim that went well, and makes the introduction easy.
Tracking where referrals come from shows which agents and which moments produce them, so the agency can do more of what works.
Referred prospects arrive with trust already in place, which makes them some of the easiest appointments to close.
"Our referral campaign asks for introductions right after a successful annual review."
How can insurance agencies get more referrals from existing clients?
Ask consistently at the moments clients are happiest, such as after a review or a resolved claim, make the introduction easy, and track referral sources. Check carrier and state rules before offering any incentive.