With well over 30,000 Insurance Agents, Brokers, and Team Members from across the US and Canada in Insurance Soup on Facebook, an Agent trying to find the right referral partner for a referral was at one time a roll of the dice.
A member in need of an Agent would post in our FREE GROUP OF OVER 34000 AGENTS and like clockwork, 40 Agents are sending direct messages, calling the office, and trying desperately to be the Agency selected to pass the opportunity off to.
What resulted over the years were many referrals passed out to simply to the Agent that was available at the moment of the referral, and not the most local, highest rated, or best Agent for the job.
With our professional reputations on the line with each referral, we decided to create a map that members of Insurance Soup can be on that works very similar in premise to that of Uber.
When you have a referral to pass out in Insurance Soup, you can come check out our Agent Referral Map and see what Agents are located closest to your prospects risk... if they are captive or independent... if they cater to special segments of society... are owned by an Agent of the same carrier or similar demographics..... AND see how those particular Agents are rated based on feedback from peers in the community.
Now you can feel confident that your referral is landing with the best Agent, Agency, or carrier for that particular risk or person.
To utilize the map, simplytype in the zip code of the prospect you are trying to get help with.
You will quickly find the Agents of Soup closest to that risk, what they specialize in, anything special or noteworthy about the Agency, and whatever ratings they have received from other Agents, previously.
Select the Agent and they will receive both a text and an email automatically from us indicating that there is a referral opportunity.
The receiving Agent has the choice to accept or decline the referral. No AGENT CELL PHONE NUMBER is made available to the referring Agent UNTIL the Agent receiving the referral accepts it.
Our recommendation is that should the Agent ACCEPT, that the two of you coordinate the day and time to introduce the referral.
5 days after the referral is sent/accepted - BOTH AGENTS will receive a request to review the referral process and how everything was handled.
Do not be afraid to try an Agent with no reviews. They are just newer to the map. Be aware of Agents with several bad peer reviews.
To add yourself to the Agent Referral Map, CLICK HERE.
The signup process is powered by Tacobot. The referral process is powered by Agency Elephant.
$5.99/mos gets you on the map. $10.99 gets you consumer facing with ads we run for leads for the group nationally.
Click to set custom HTML