Make Referrals Easy

3-3-1 SYSTEM

• 3 trigger phrases you share during your weekly presentation
• 3 specific names/roles you request (who, exactly?)
• 1 quick story that proves value

EXAMPLES OF TRIGGER PHRASES

• • “We’re closing next month.” • “My premium jumped.” • “Our teen just got a license.” • “We’re shopping insurance during renewal.”

EXAMLES OF IDEAL PATRNERS

• Realtors, mortgage lenders, property managers, HR at 20–100-employee firms

‘An HR manager at a 50-person company,’ ‘A realtor who closes 4–8 deals a month,’ or ‘A family closing on a home in the next 30 days.’ Specific asks get results.

60-Second GAINS Micro-Swap

RECAP

• One clear “ideal client” picture • Simple weekly rhythm (3-3-1) • 60-second GAINS micro-swap