There are a number of people who do business with my agency that I don’t have much of a relationship with (other than they bought insurance from my agency and I may have been involved in their purchase). Would this be more of a self-referral option, or should I get a referral from the servicing staff member, or should I treat them as a client and just use the normal procedure?

Article ID: 294

Last updated: 20 Nov, 2019

Yes, it could be handled like a self-referral or it could be handled with the Old-World New-World™ process described in scheduling appointments in Mastery Series™ 1 with existing clients. Mastery Series 1: Pg. 29

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