I have a two team members that offer easy referral triggers for me to identify. That is Jenn Burke with Allied Risk Advisors and Chrissy Pullam with American Family. As a commercial insurnance broker I deal with business owners on a daily basis. They more than likely have a need for health insurance, either individually or as group, for their employees. When I am build a great relationship with a client I find that they more often than not ask I do personal insurance as well. That makes for an easy referral opportunity for both Chrissy and Jenn!

The members I struggle finding referral opportunities the most are those who offer a product or service that does not come up in my everyday interactions. Speaking with business owners and becoming a trusted advisor can open a lot of doors for referral opportunities for my teammates. I am going to continue to be intentional about identifying opportunities not only in my business interactions, but my personal relationships as well. Everyone on our team is amazing and I feel very comfortable making a referral when the opportunity presents itself. Heres to many WE DID BUSINESS slips in the future! [insert high five emoji here]