Below are your primary referral Target Scripts and copy and paste emails. Select the referral script under your profession and contact your clients who can benefit. (Edit to customize for each client if necessary) OR make a personal phone call.

These are the scripts used in a Core7 Networking Group.

P&C Agent To the Realtor AFTER THE PURCHASE OF A NEW CAR

Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL

P&C AGENT-The Insurance Renewal Cross-Sell To The Financial Advisor

P&C Insurance Agent- Insurance Review Request

P&C AGENT-The Umbrella Policy Cross-Sell to the Financial Advisor

Generic Referral – REFERRAL GENERATOR

To Refer Any Core7 Professionals: To Offer a Valuable Resource

To Refer Mortgage Pro: To Clients (Low Rates Refi-No Cost Email)

To Refer Accountant: Business Owner Specific Referral In October

Customer Outreach Script