Reminder Card for CSRs • Referral Solicitation Letter & Form
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Referral Reminder Card for Personal Lines CSRs and Producers
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal lines CSRs, producers, and their managers.
File format:
Word document.
Headline:
Personal insurance referral reminder card.
Image:
Large telescope (symbolizing the search for referrals).
Design format.
8.5" x 11" page. Displays who, when and how to ask for referrals. Itemizes over 20 practical suggestions to develop fresh sales leads. It helps CSRs to ask the right people, at the right time. It also suggests how to ask. Agency managers can edit contents of the document to better serve their requirements.
Item number: REFL-PL-001
Referral Request Form and Cover Letter for CSRs Send (2 tools).
Single end-user license • Pricing: $15
Per insurance agency office that wants to use this tool.
Per carrier, agent's group, trainer, etc. that wants to evaluate this tool.
Target:
Personal lines prospects who can provide you with quality referrals.
File format:
2 Word documents in a single ZIP file.
Headline:
Letter: Let's help your family and friends...
Form: A request from [your CSR].
Image:
None on either document.
Design format.
8.5" x 11" documents. The letter politely and directly requests referrals from a selected insured. It explains the purpose of the enclosed form. The referral form (to be returned to you) Includes helpful memory joggers, space for referrals and specifies how the referrer will send them your way. Also offers valuable incentives for referrers, which you can modify or delete.
Item number: REFL-PL-002
Referral index • Master index