Agents Growth Academy

22. Grow Your Agency and Get Real Referrals with this ONE Insurance Tool with Torey Maerz

February 22, 2022 Jim Schubert
Agents Growth Academy
22. Grow Your Agency and Get Real Referrals with this ONE Insurance Tool with Torey Maerz
Show Notes

Take a look into the complex world of automation and learn how to get more referrals that tell a real story on this new episode of Agent’s Growth Academy Podcast. Our host, Jim Schubert, is delighted to bring an expert on running the numbers and co-founder of Rocket Referrals: Torey Maerz. Torey and his brother have done the work to create a system that bridges across all platforms and gives concise and accurate feedback on who’s willing to refer you, who may do it again, and puts in place tested forms that acquire detailed responses. Listen in today and learn about the real reason you should be getting referrals, the right way to identify a need for a business, and an example of how one automated birthday card made all the difference.

3 Key Takeaways

  • Why your job isn’t to be the hero of your client’s story 
  • What to ask instead of “How did you hear about us?”
  • The importance of story in referrals


About Torey Maerz

Torey Maerz, CEO, Rocket Referrals

Torey co-founded Rocket Referrals with his brother, Carl Maerz, in 2013. Throughout his career, Torey has spent 20+ years building software and leading technology teams in a variety of businesses across a range of industries—from education to asset management.

Resources

Leave AGA a review!

Sales ideas to give back

Website: rocketreferrals.com (Torey recommends a demo; get talking with someone!)

The Psychology of Persuasion by Robert Cialdini

Loyalty 2.0 [The Ultimate Question] by Fred Reichheld

Building a Story Brand by Donald Miller

Get 15% off of a purchase for yourself at Mountain Mallow, use code: growbig

Slack

ePayPolicy 
The simplest solution for insurance agents to collect credit card and ACH payments