Comments for The card referral system, how to get the postal address

Average Rating starstarstarstarstar

Click here to add your own comments

Referred Leads - How to contact
by: Ted


I understand that you did find an on-line service since our last conversation. Here is some further thoughts,

If there are there no phone books? I would ask your manager for some assistance on this question.

Next, I would contact the local phone service company and see if they provide some type of phone book or service to provide address's or look to the internet for a service that can help you with that. When I got the names from people, many times they only had the phone number and I just cross referenced that with one of those reverse phone number websites or went to the local phone book.

Also, it is important to tell these people who give you the leads to make sure to tell these friends that they recommended, that you will be calling or contacting them and to be expecting a call from you.

If you can't find the address. I would just call the referral and say something like:

"Hi, my name is Micheal. How are you today. The reason for my call is I had the opportunity to visit with a mutual friend of ours, client John Doe, about some ideas pertaining to Financial security, Mortgage protection, etc. He "Referrers name" asked me to give you a courtesy call to see if I can sit down and share some ideas with you, like I did with him and if nothing more, the opportunity to meet you.

Are daytime or evenings best. Then is Mon or Wed best. Remember, always give a choice.

Then get their address and send signed card out with confirmation time of appointment.

Use any variation of this idea to fit your situation.. Let me know how it works out.


Click here to add your own comments

Join in and write your own page! It's easy to do. How? Simply click here to return to Open Discussions - Selling and Marketing Insurance .

Return to The card referral system, how to get the postal address.

Monthly Newsletter Free
Please add me to your
e-mail list so I can receive all new updates on selling and recruiting. See all back issues
Insurance Forum
Ask questions
Get answers

How can we help you?

Total Hits On Our Website

Follow Us 

Follow us on Facebook
View our You Tube Videos
Check out our Linkedin site

Our most popular Self Help e-books
Exclusive to our readers
Agency Builders
Looking for proven and tested concepts. View our Agency Building Manual.
Prospecting problems. Get your Prospect or Die E-Book today
Problems with closing a sale. Get your Mastering the Art of Closing a Sale E-Book today
How to use Opportunity Meetings to Maximize your Recruiting.
Introduction to Agency Building. An e-book for entry level managers
More free resources and helpful selling tools
Free Selling and Recruiting Ideas located in our Video Library .
Six Free Recruiting Tips. Click here
Selling requires strict discipline. Click here for five (5) free behavior management coaching videos from Bob Davies.
Four best Practices to Improve your insurance business. Click here
This is the Q.R. code for this website. Use your smart phone to scan.
Today's Top Picks for Our Readers:
Recommended by Recommended by NetLine