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How to Generate a Referral Pipeline

May 25, 2021

Are you looking for referrals?  Most insurance agents would answer yes to that question.  So what’s the best way to go about doing that?  The Brokerage Inc’s Regional Sales Manager for Life Insurance, Chris Newberry shares his strategy on How to Generate a Referral Pipeline for your business.

How to Generate a Referral Pipeline

We all understand the value of referrals in growing your insurance business.  So where do you find referrals?  If you are a Medicare or Health Insurance agent and want to sell Life Insurance, maybe you start with your existing clients.  Or possibly reach out to people you know who have had a life change.  Or you could simply ask existing clients if they could refer your business to them.  There are many ways to generate a referral pipeline.

In this episode, Chris also talks about a book he read called “You and Your Network” by Fred Smith that helped him grow his network.

we’ll also explore:

  • Why small business owners should be on your list
  • How to get into Life Insurance
  • What is a Drop Ticket application
  • How The Brokerage Inc. can help you get started
  • And so much more…

We have a complete library of podcasts to help you grow your business.  You can listen to all of our Broker Link episodes in our Podcast library here! 



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