In my work, I try to be a trusted point of contact for my clients, not just someone focused on my own piece of the business. When a situation comes up that’s outside my scope of knowledge or what I do directly, that’s when I look to bring in someone else who can better support them.

Part of what I do with Aflac is helping clients through the claims process, and in more serious injury or sickness situations, people are often dealing with a lot more than just the claim itself. My priority is always to help get the claim handled so they’re paid, but when I can, I’ll also connect them with someone who can help ease other stresses so they can focus on their health and recovery.

When I make those referrals, I’m intentional. I think about who is the right fit for the client, the personalities involved, and who I believe will handle the work correctly and fairly. Credibility matters to me, because I want both the client and the person I refer to feel confident in the connection. When that happens, the referral supports the client first, gives the other professional a real opportunity to add value, and builds trust that goes well beyond any single transaction.