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Refer

A social media review or five-star business rating from a satisfied client can bring new business to your agency.  Incorporate an ask for ratings or reviews in your outreach strategy after positive claims experiences, renewal, or after a community event.  Monitor and respond to all reviews promptly and build your reputation as a trusted advisor.

1. Reviews & Referrals

Request satisfied clients to post positive reviews on agency and social sites.  Be sure to track and respond. Ask if you can use great social referrals for your website, marketing materials, or newsletters. Some outlets may have an approval process in place before reviews go live. The more reviews your agency receives, and the more consistent they are, the more effective.  Make sure you thank your customers individually for writing a review this can be done via a phone call or mailing a brief thank-you note with a small gift.  


 

Resources to Help with Reviews and Referrals

Articles on Referrals and Reviews


 2. Video Testimonials

This can be the most effective type of review - provided it is natural and honest.  The fastest-growing agencies use video on their website to market and educate - 52% of agencies who have more than 6% revenue growth on both personal and commercial lines rank videos as their most valuable tool. It doesn't have to be expensive - Use simple video equipment such as a smartphone, to film testimonials in the client's own words. If working with commercial lines clients, film the video at their place of business, in front of a sign or other marker to add value for the client. Post the video on your website and social media. Tag the client to reach their audience and it's a win-win for both you and your client. 


Resources on Using Video for Reviews

Articles on Using Video for Reviews


3. Blog posts and Written Testimonials 

Blogs are a great way to put content on your website. It helps you develop a discoverable, online presence and will increase your SEO.  Clients may welcome a mention or testimonial on your blog. Include background on the client, photos, and links to their website.


Resources to Help with Blogs

Articles on Using Blogs for Your Agency

 

Six Steps of the Customer Experience Lifecycle

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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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