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Refer

Ask client for online reviews and referrals

 
 
 
A social media review or five-star business rating from a satisfied client can bring new business to your agency.  Incorporate an ask for ratings or reviews in your outreach strategy after positive claims experiences, renewal, or after a community event.  Monitor and respond to all reviews promptly and build your reputation as a trusted advisor. 

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1. Reviews & Referrals

Request satisfied clients post positive reviews on agency and social sites.  Be sure to track and respond. Ask if you can use great social referrals for your website, marketing materials or newsletters. Some outlets may have an approval process in place before reviews go live. The more reviews your agency receives, and more consistent they are, the more effective.  Make sure you thank your customers individually for writing a review this can be done via a phone call or mailing a brief thank-you note with a small gift.  
 
Tips for getting the most out of reviews & referrals:
 

This can be the most effective type of review - providing it is natural and honest.  The fastest-growing agencies use video on their website to marketing and educate - 52% of agencies who have more than 6% revenue growth on both personal and commercial lines rank videos as their most valuable tool.
It doesn't have to be expensive - Use simple video equipment, even a smartphone, to film testimonials in the client's own words. If working with commercial lines clients, film the video at their place of business, in front of a sign or other marker to add value for the client. Post the video on your website and social media. Tag the client to reach their audience and its a win-win for both you and your client. 
 

Tip: If you are using a phone, make sure to flip it horizontally for optimal viewing.  

Resources: 

3. Blog posts and Written Testimonials 

Clients may welcome a mention or testimonial on your blog. Include background on the client, photos, and links to their website. 

Blog resources:

 






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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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