Welcome back to our blog series, “How Insurance Agents Can Get More Clients”! We’re diving into a reliable strategy for expanding your client base: developing referral programs for satisfied clients and business partners. And all this is possible through the help of Agent CRM! Unlocking…
Referral funnel
2 Articles
Don Raines Asked: “By chance, is there a good asking-for-referral template for emails to link the referral funnel to?” The Answer: Yes, we have pre-written referral campaigns included in our Click-and-Play Campaigns! These templates are designed to make it easy for you to request referrals…