Describe How You Would Like To Be Introduced Via Email
Hello [Client’s Name],
I am referring you to Josselin Matheis, she is an insurance specialist with Angelica Vasquez State Farm.
Please share with her a bit about your current situation and what you’re looking for in your auto and homeowners' insurance? This will help her tailor the conversation and ensure that she can find the best solutions for your needs.
What is your "why"? Why do you do what you do?
My role is not just about selling insurance; it's about educating clients on the importance of risk management and ensuring they have the right protection in place. I guide them through the complexities of insurance policies, helping them understand the terms, coverage limits, and exclusions, so they can make informed decisions
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
When was the last time you reviewed your insurance coverage?
Are you buying a new home, renewing your lease?
New licensed driver?
About me
I am from New Jersey but have been in Texas for the past 4 years. I originally come from a medical background but transitioned into insurance 3 years ago. BEST DECISION IVE EVER MADE! I love making meaningful connections and helping each other grow.