Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Personal lines:
- do they have more than 3 tickets or at fault accidents in the last 5 years?
-Have they had home claims in the last 7 years?
Strart ups/non-profits
- How long have they been in business?
- Do they have a board of directors?
-Are they in the fundraising stage of their venture?
For any referral that gets a household quote you & the referral both get a gift card, just as long as we run them the quote. Send referral through NIA system!