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