Property & Casualty 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 Property & Casualty
The five people who should be sending you clients
- Mortgage Broker / Loan Officer (They send you work)
Shared trigger: somebody buys a house - Attorney Business & Corporate (They send you work)
Shared trigger: somebody starts a company - CPA / Accountant (They send you work)
Shared trigger: somebody starts a company - Community Association Manager (HOA / Condo) (Two-way)
Shared trigger: a named storm comes through - Commercial Property Manager (Two-way)
Shared trigger: a named storm comes through
The three rooms to be in
- Your local Realtor board or association: Your partners are in this room: mortgage brokers, real estate attorneys, and residential real estate agents.
- Your city or county chamber of commerce: Your partners are in this room: mortgage brokers, CPAs, and business attorneys.
- LinkedIn groups & local B2B communities: Your partners are in this room: mortgage brokers, CPAs, and business attorneys.
- Your local Realtor board or association: Your partners are in this room: mortgage brokers, real estate attorneys, and residential real estate agents.
- Your city or county chamber of commerce: Your partners are in this room: mortgage brokers, CPAs, and business attorneys.
- LinkedIn groups & local B2B communities: Your partners are in this room: mortgage brokers, CPAs, and business attorneys.
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 P&C 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 Mortgage Broker / Loan Officer They send you work Trigger: somebody buys a house 73 match strength out of 100
- 2 Attorney Business & Corporate They send you work Trigger: somebody starts a company 71 match strength out of 100
- 3 CPA / Accountant They send you work Trigger: somebody starts a company 71 match strength out of 100
- 4 Community Association Manager (HOA / Condo) Two-way Trigger: a named storm comes through 70 match strength out of 100
- 5 Commercial Property Manager Two-way Trigger: a named storm comes through 68 match strength out of 100
- 6 Attorney Real Estate Two-way Trigger: somebody buys a house 68 match strength out of 100
- 7 Restaurant / Food Service They send you work Trigger: a business signs a lease or opens a location 65 match strength out of 100
- 8 Real Estate Agent (Residential) They send you work Trigger: somebody buys a house 64 match strength out of 100
- 9 Title Company Two-way Trigger: somebody buys a house 63 match strength out of 100
- 10 Facility Manager Two-way Trigger: a named storm comes through 62 match strength out of 100
- 1 Roofing Contractor Two-way Trigger: a named storm comes through 81 match strength out of 100
- 2 Public Adjuster Two-way Trigger: a named storm comes through 79 match strength out of 100
- 3 Water & Storm Damage Restoration You send them work Trigger: a named storm comes through 78 match strength out of 100
- 4 Mold Remediation You send them work Trigger: a pipe bursts or a roof starts leaking 76 match strength out of 100
- 5 Pest Control You send them work Trigger: somebody buys a house 74 match strength out of 100
- 6 Tree Service You send them work Trigger: a named storm comes through 71 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: mortgage brokers, real estate attorneys, and residential real estate agents. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: mortgage brokers, CPAs, and business attorneys. Chapter finder →
- 3 LinkedIn groups & local B2B communities Your partners are in this room: mortgage brokers, CPAs, and business attorneys. Chapter finder →
- 4 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers and title companies. Chapter finder →
- 5 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 6 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 7 Network In Action One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 Master Networks 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: mortgage brokers, real estate attorneys, and residential real estate agents. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: mortgage brokers, CPAs, and business attorneys. Chapter finder →
- 3 LinkedIn groups & local B2B communities Your partners are in this room: mortgage brokers, CPAs, and business attorneys. Chapter finder →
- 4 Local mortgage bankers or brokers association Your partners are in this room: mortgage brokers and title companies. Chapter finder →
- 5 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 →
- 6 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.
- 7 State bar practice sections Your partners are in this room: business attorneys and real estate attorneys. Chapter finder →
- 8 CAI Southeast Florida chapter Your partner is in this room: community association managers. Chapter finder →
Let us be straight with you. For P&C 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 Property & Casualty 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 P&C insurance agents, and the next meeting dates for your area.
Send me my list