Streamline your pipeline of sales for insurance industry

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hey guys Adam here the rear strategist and today I have a hot hot video for you and that is all about networking and getting referrals from insurance agents when it comes to storm damage claims roofs siding claims all that stuff anything storm damage related you can get a pipeline of referrals from insurance agents now before we begin I want to tell you this in two different things that are really important to know as we begin first pay attention very closely into how to approach these deals because you cannot go the traditional route of saying hey I'll pay a per referral and all that stuff it is illegal you cannot pay an agent to refer you business from their clients because they're insured by them you can't do it all right and it puts a really bad taste in your mouth if you even offer it people are gonna think you're slimy and it will not go over well okay do not do that second you have to PAB these relationships and communicate clearly and have very clear expectations what you can do what you can't do and you have to approach the customers that come by way of referral very carefully because as we know you may get on a roof where there's marginal damage you suggest filing the claim the adjuster says no damage then the insurance is just agent calls you says Adam you went out to my customers house I asked for a free inspection you said there was damage it just said there was nothing I don't believe anything you say right by the way true story this happened to me you have to manage those expectations early out of a gate proactively which I'll share you share how in this video so just with those couple disclaimers in place this is a advanced strategy that is usable by anyone and at the end of the video I'm going to show you a couple of cheat sheets on how you can start using this program right away with the information in my marketing battle pack that I recently released there's an insurance agent networking and referral campaign and a bunch of emails and letters you can use and I'm gonna explain kind of how those work so let's get back to it when it comes to insurance agents they have a need their need is to have their customers after a claim enjoy the service enjoy the experience and then renew and the reason I'm sharing this is the more we know what someone else wants the more we can present our pitch the the insurance agent doesn't care what we want they don't care about how much money we make all they care about is themselves guys as a sales same thing that our customers are thinking so if we know that our agent over here his number one risk losing the his client so if they had a hail claim and it goes poorly they're like I hate this insurance company I'm switching that's the number one reason people switch they didn't have a good experience with a claim well that in rates going up obviously but that's a big trigger it's like man my agent wasn't there for me the acompany didn't take care of me I'm out so when we know that we know that the agent by providing good service and from a good relationship helps them renew clients it's a win-win so it's important that if we get these referrals from an agent we we have absolute slam-dunk service which you should all the time you need a really really excellent on service when you're getting referrals from the agent okay now the second thing is setting those expectations with the agent up front and say listen by the way I've done this I got a ton of a ton of referrals from turned out to be my own agent because he knew that I was in the field doing this stuff and I had just met down I switched my homeowner's insurance to him and I sat down he's like what do you do and I told him I said hey if you ever have any issues come up let me know I'd be happy to hop hop out there before anything anybody and give me an honest opinion so when that first one came in which is by the way how I figured this whole thing out was it was an accident I I told him I said listen Joe like I want to just level with you hail damage is subjective right you look at your car it's like ding-ding gunmetal black and white anyone can see it it's there it's not right but when it comes to shingles it is subjective on what what indicates substantial damage compromise shingle every insurance company by the way has different rules and every adjuster interprets those rules differently so what I will do is give you my best assessment and I will always lean on the favor of the customer and I'll communicate openly with you if there's borderline stuff it's in the customers best interest to make that claim because no matter what the longevity of the roof is decreased from damage now it doesn't mean that that damage is enough for the insurance to cover it so I'll communicate this with you okay so I've had some roofs where we get on there and it's like clear no brain or damage the roof should be totaled and it's denied and other ones that I'm up there scratching my head being like I don't even really see the hail damage but the adjusters approve it so you have to educate them that the outcome could be all over the board so they're not caught off guard and they don't feel like you did anything unethical because even if you were doing everything on the up-and-up which of course you should be you don't know what the outcome might be and you don't want them to like be like that snake he told me that there was hail damage and there was none so you got a pad the relationship all right so now that we got that out of the way we got to talk about the how here's how you do this first talk to your own agent if you're not a homeowner yet or you have renters insurance talk to that agent if you're a business owner talk to your own agent who's writing your business coverage it's super important to network let them know what you do and offer to help now when you sign a deal it is critical for this to work you ask for the insurance agents name email and phone if they don't have it you can look it up everyone's got the internet I could search like Joe whatever State Farm of insurance but on Google and I'm gonna get his info ideally you get the info from the homeowner or better yet you ask for an email introduction now this is where my material in the marketing battle pack comes to life because I want to introduce myself and say hey I'm serving our mutual a mutual customer client your client Peggy Sue at so-and-so address and they had a claim on the roof for storm damage and I'm helping them out no I'm only reaching out because I'd like to make this process as easy for you keep you in the loop and I found that by helping agents look like a hero they get high renewals and everyone's happy so when you state that they're really stoked on working together with you right know like hey this guy's great he's coming out he's reaching out to help me and the presentation your homeowner is hey I'm just gonna reach out to your agent because I want to make this easy for you and for him or her and they say great so when you make that connection it is gold all you do is provide value I'll keep you up to date every step of the way if you'd like just reply let me know I'll let you know when it's produced when it's done what's going on and again all you're doing is communicating all right so now you're probably wondering like great Adam you have the insurance agent info you reached out well how do you get referrals that's where this little hook comes in when we think about what the agent really wants it's good service they want to look like a hero they want to win more business and they want to keep their retention high they don't want people to leave to someone else so what we offer is priority service and complimentary inspections on any one of their friends family clients or clients that they refer and that you'll handle it the same way and you can even I've done this with one agent where I've said listen I will happily report to you before I report to anyone else and let you know what I find now it does nothing more than just help them feel good help them feel confident help them feel in control and that's okay by me but when you have a storm area that obliterates 20 30 40 50 thousand homes there's a good chance that one agent might be writing 200 policies 300 400 whatever in that area so if you step up with a level of professionalism and service you will blow them away and naturally you become the go-to of choice because once you do one job for them and you make them happy and the customers happy they want their customer or their clients who they're writing their insurance to have a good experience as well because if the roofer sucks they're often me like Ava's claim was a headache I couldn't handle it and no one was there to help so you wow them and you win the business so here's how my program works again everything is inside the marketing battlepack there's a link in the description below my website will show you what's included and I do have a video on that as well so here's how it works you get the agents info you pop over the email you introduce yourself and the value you bring and while you're introducing yourself and ask if they want updates on the process then you send updates as you go what the outcome was when the job scheduled when the job is complete when the job's paid in full now one thing that I did not include in there because I want you to know about it and communicate this clearly is in the reason included in the pack is if you don't do this and you say you do it's gonna look really bad here's what I do I sit down I talk business I'm like listen I know your biggest threat is renewals and I know your greatest opportunity is higher coverage these are the key areas that I see in this field now I'm not insulting you I'm not saying that you do or don't do this I don't know I'm just sharing my knowledge in case it can help you but I know that matching endorsements and full coverage rcv coverage and know you know I worked on a claim gosh it was like after 10 years it went from our CV to a CV replacement cash value to actual cash value and it was like right at that mark and the homeowner got stiffed so these are things that sometimes by the way agents don't even know about until they've been through the process once or twice so I'll just say hey this is those things and if you'd like I'm more than happy to encourage my customers to reach out to you to make sure they have maximum coverage because guys once once like this happens you're thinking crap it could happen again I better be covered so they're gonna go to their agent maximize your coverage so you can add value by saying ham and encourage these folks to go back to you to maximize your coverage to now again the more we make this about the agent and their wins the more they're gonna want to refer business so their win is I'm gonna take care of them I'm gonna make this job super simple and seamless make you look like a hero so they were renew and don't go somewhere else that's a win make it about the agent I'm gonna give you your clients your friends your family all priority service and I'll report to you first if you'd like let you know what I find and I'll provide the same level of service that you've experienced so far so that's the second thing third thing I'm going to talk to my customers that I'm serving the mutual ones to revisit their their coverage with you to make sure that they're completely covered see if they want to up anything see if they want to add anything see there's any endorsements they want to add so again you're making it about the agent when you do that to them they're like men1 they're smart too like they're friendly their service is great and he gets it you will earn business you do not have to offer anything you don't have to do anything monetary which by the way you can't so it's a phenomenal phenomenal tool plus one thing you can add on and by the way this is also in my marketing battle pack there's a link in the description when you finish the project I never stop with the customer just cuz they're done and paid in full doesn't mean they have a chance to give me referrals most people when's the last referral you asked for when you pick up the check for me you ask me when's the last rule you ask for 90 days after I do them via via email I'll email them at 30 days 60 days in 90 days and I provide my customers value one of those is here's some tips to get the most from your insurance coverage should this happen again you know revisit this with your agent so I tell everybody and you can use those they're the they're in my marketing battle pack this is just a table of contents but you'll see in here the 30 60 90 day referral emails after paid in full and these are educational they're like hey keep the receipts keep the pictures that's one email the other ones all about you know are your rates going to go up here some documentation from the truth of insurance com that shows that from an act of God bit can spike your rates up and by the way you know this could happen again make sure you have maximum coverage you'll speak with your agent so if you're using that for my marketing battlepack you can go to the the agent and say listen I also tell every single one of my customers to revisit their insurance agent and say hey you know I'd like to add these endorsements so it's it's going out on our end and on your end and it will make you hopefully with more business now the last thing that you can do and again by the way before I transition all that's in the marketing battlepack and you can use this whole system kind of together in in that and you'll get instant access to it so the last thing to do for an agent is to let them know by the way if you like this agent you will always get ass and drop those comments by the way I'm sure you've had this happen if someone doesn't ask you like hey do you know an insurance company who might be better I wasn't happy with the insurance company you'll always see it I'm sure of it drop comment share the stories I would love to hear them we've had them I've had a you know my insurance agent didn't tell me about this coverage and I only had a CD and not RCV they're all horror stories so if you can then refer business to that agent they're gonna refer more business to you so you keep them in your back pocket as an option to send them more business so by creating these win/win synergy relationships that are grounded in value it's not sleazy it's not buying anything you're providing value and everybody wins the agent gets more business he has better service to his clients you have better service to your clients and make their life easier you develop a new relationship here the end customer that you're serving that's also the agents collect client they're super happy because everything went well and seamless it is gold so that is all for how to network and get referrals from insurance agents if you have any questions drop them in the comments below or email me Adam a true strategist comm if you want to start using this material right away you can get it literally if the click of a few buttons it's my marketing battle pack there's a link in the description there's also an e-book down there you can take a look at in a free 30-day sales challenge click like if you like this video and subscribe for new videos coming every Tuesday I will see you on the next one