How to Ask Your Current Clients for Referrals episode artwork

EPISODE · Dec 3, 2025 · 13 MIN

How to Ask Your Current Clients for Referrals

from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing

Your clients are a great resource to generate new leads. Happy and loyal clients will tell friends and family about your remarkable service. Find out how to build a referral network with current clients to grow your business!   Read the text version   Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: Building Client Loyalty: More Than Just a Plan Generate Medicare Leads Using Marketing Materials from ShopRitterIM How Insurance Agents Can Learn About Their Social Media Audience How Relationship Marketing Can Make the Difference in Your Agency Integrity Tools Register with Ritter Shop Ritter Insurance Marketing The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook The Ritter Blog Where It All Begins: Obtaining Permission to Contact for Medicare Sales   References: “Free Design Tool: Presentations, Video, Social Media | CANVA.” Canva, Canva, www.canva.com/. Accessed 1 Dec 2025. “Free Online Document Editing with Microsoft Word: Microsoft 365.” Free Online Document Editing with Microsoft Word | Microsoft 365, Microsoft, www.microsoft.com/en-us/microsoft-365/word. Accessed 1 Dec 2025. “Word-of-Mouth Marketing: How to Get Happy Customers to Advocate for Your Business.” BigCommerce.Com, BigCommerce, 17 Nov. 2025, www.bigcommerce.com/articles/ecommerce/word-of-mouth-marketing/. Max Freedman. “Why Word of Mouth Beats Traditional Advertising.” Business News Daily, Business News Daily, 17 Jan. 2024, www.businessnewsdaily.com/2353-consumer-ad-trust.html. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 1 Dec 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

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Your clients are a great resource to generate new leads. Happy and loyal clients will tell friends and family about your remarkable service. Find out how to build a referral network with current clients to grow your business!

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How to Ask Your Current Clients for Referrals

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This episode was published on December 3, 2025.

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