Life Insurance: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Insurance Life
The five people who should be sending you clients
- CPA / Accountant (They send you work)
Shared trigger: somebody starts a company - Bookkeeper (They send you work)
Shared trigger: somebody starts a company - Insurance Property & Casualty (They send you work)
Shared trigger: somebody buys a house - Real Estate Agent (Residential) (They send you work)
Shared trigger: somebody buys a house - Attorney Real Estate (They send you work)
Shared trigger: somebody buys a house
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents.
- State CPA society: Your partners are in this room: CPAs and bookkeepers.
- Your local Realtor board or association: Your partners are in this room: residential real estate agents, real estate attorneys, and title companies.
- LinkedIn groups & local B2B communities: Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents.
- State CPA society: Your partners are in this room: CPAs and bookkeepers.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need life insurance agents, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 CPA / Accountant They send you work Trigger: somebody starts a company 74 match strength out of 100
- 2 Bookkeeper They send you work Trigger: somebody starts a company 70 match strength out of 100
- 3 Insurance Property & Casualty They send you work Trigger: somebody buys a house 68 match strength out of 100
- 4 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 67 match strength out of 100
- 5 Attorney Real Estate They send you work Trigger: somebody buys a house 67 match strength out of 100
- 6 Business Banker They send you work Trigger: somebody starts a company 66 match strength out of 100
- 7 Title Company They send you work Trigger: somebody buys a house 65 match strength out of 100
- 8 Attorney Estate Planning & Probate Two-way Trigger: a couple has a child 63 match strength out of 100
- 9 Real Estate Appraiser They send you work Trigger: somebody buys a house 63 match strength out of 100
- 10 Property Manager (Residential) They send you work Trigger: somebody buys a house 62 match strength out of 100
- 1 Childcare & Preschool You send them work Trigger: a couple has a child 63 match strength out of 100
- 2 Attorney Estate Planning & Probate Two-way Trigger: a couple has a child 60 match strength out of 100
- 3 CPA / Accountant They send you work Trigger: somebody starts a company 57 match strength out of 100
- 4 Mortgage Broker / Loan Officer They send you work Trigger: somebody buys a house 57 match strength out of 100
- 5 Web Developer You send them work Trigger: somebody starts a company 57 match strength out of 100
- 6 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 55 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and bookkeepers. Chapter finder →
- 4 Your city or county chamber of commerce Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents. Chapter finder →
- 5 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 6 Your local estate planning council Your partners are in this room: CPAs and estate planning attorneys. Chapter finder →
- 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 Your local Realtor board or association Your pick Your partners are in this room: residential real estate agents, real estate attorneys, and title companies. Chapter finder →
- 2 LinkedIn groups & local B2B communities Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents. Chapter finder →
- 3 State CPA society Your partners are in this room: CPAs and bookkeepers. Chapter finder →
- 4 Your city or county chamber of commerce Your partners are in this room: CPAs, bookkeepers, and P&C insurance agents. Chapter finder →
- 5 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Chapter finder →
- 6 Your local estate planning council Your partners are in this room: CPAs and estate planning attorneys. Chapter finder →
- 7 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Let us be straight with you. For life insurance agents, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Insurance Life per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for life insurance agents, and the next meeting dates for your area.
Send me my list