by Kim Taylor
At the conclusion of our annual health care renewal meeting last week, our agent did something I don’t recall him doing before: he asked for referral business.
Small businesses thrive when they have the counsel of professional services firms—whether qualified accountants, IT professionals, insurance brokers or others. And, we’ve relied upon him for years with nary a misstep, so what was stopping us from sharing one of the secrets to our business success with others like us? Nothing. In fact, I could think of at least one person who might benefit from Don’s skills navigating the treacherous health insurance landscape.
Our own experience has been that new business rarely comes in the form of an RFP, so when was the last time you asked others for referral business?