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In this engaging episode of Agency Launch, Matt Dietz dives into the intricacies of building a referral-based insurance agency. Drawing from nearly two decades of experience, Matt shares actionable insights on how to transition from chasing leads to having clients come to you through referrals.

Matt discusses the importance of understanding state laws regarding referral payments and provides practical advice on how to incentivize referrals effectively. He emphasizes the value of offering meaningful rewards, such as higher-value gift cards or unique items from local businesses, to encourage more substantial referrals.

Additionally, Matt introduces tools like Jotform for collecting client information securely and efficiently, and shares personal anecdotes about leveraging apps like Acorns for lucrative referral programs. He also touches on creative strategies, such as raffling high-value items to generate leads and build your client base.

For agents struggling to fill their pipeline, Matt offers a free resource on writing 20 policies in a week without using Internet leads. Simply text "20 policies" to 208-213-8809 to receive this valuable guide.

Matt invites listeners to connect with him on various platforms and offers another resource for managing high renewal rates by texting "email" to the same number. Tune in to learn how to grow your agency through effective referral strategies and innovative marketing techniques

📋 Episode Chapters

(00:00) Introduction to Agency Launch and today's topic

(01:15) The dream of becoming a referral-based agency

(03:45) Legal considerations for paying for referrals

(06:30) Effective referral incentives and their impact

(09:55) Using Jotform for collecting client information

(12:20) Personal story: Leveraging Acorns for referrals

(15:10) Creative referral strategies: Raffles and high-value items

(19:45) Closing thoughts and additional resources

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