Most happy customers are willing to refer, but few are asked. A simple, shared process makes asking feel natural for every team member.
Pick the right moment
Ask when the customer has just felt the value of your help.
- After a claim is handled well
- After a review that saves money
- After a new policy is in place
Use the same words
A short, shared script keeps the ask comfortable and consistent.
- Thank the customer first
- Ask who else could use the same review
- Offer to make the first contact easy
Track and thank
Referrals grow when the team sees them and customers feel appreciated.
- Log every referral asked and received
- Thank the customer who referred
- Share referral wins in the huddle
Put it into practice.
Use the free checklist to turn this playbook into a repeatable routine for your agency.
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