Referral Rewards

HandshakeWe are appreciative to our valued clients for their many referrals over the past couple years. It is our goal to do such a great job with our current clients that most of our new business comes by word of mouth and referrals.

So, we want to encourage you to refer your friends, neighbors, co-workers, and family to us for their insurance needs.

We realize you may perceive this to be a risk on your part. You may think that we may damage your relationship with these folks by being too pushy or not doing a professional job. We understand your concerns and will do everything within our power to reduce this risk.

You can be sure we will make every effort to treat them like royalty. And, just know that we will have their best interests in mind. If we can’t improve their situation for whatever reason, we will tell them that. We want to make you look like the hero in referring them to us. And if for some reason they don’t become clients, we will make sure they feel good about their experience with us and that we’ve made a new friend.

In appreciation for your referrals, we also offer some perks as a way to say “THANK YOU” for helping us grow our business. In 2011, our promotion includes the following gifts:

Starbucks LogoWhen you refer someone to us for their insurance (we always ask how they were referred to us), we will immediately send you a $5 Starbuck’s gift card… Our way of saying “Thanks” for thinking of us.

If your referral becomes a client, you can choose a $10 gift card from among the following 3 businesses:

 Panera Bread Logo

Thank you for being our client and helping us grow our business!

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