Build a Referral-Based Business: Proven Strategies for Insurance Agents

06/06/2025 25 min

                    Build a Referral-Based Business: Proven Strategies for Insurance Agents

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Episode Synopsis


In this episode of AMG Academy, host Matt McClure welcomes back Devon Williams, Senior Marketing Manager at AmeriLife Marketing Group, to dive into one of the most powerful growth strategies in the business: building a referral-based insurance practice.
Whether you’re a brand-new agent or an industry veteran, this episode will help you: ✅ Shift from lead-dependence to client-driven referrals ✅ Build lasting trust and credibility from the first appointment ✅ Ask for referrals without sounding pushy ✅ Keep client relationships alive—even after the sale ✅ Stay organized without complicated CRMs ✅ Leverage personal branding and social media for growth ✅ Create repeatable systems that generate new business year-round
Devon also shares a powerful real-life example of an agent who built an entire business and nonprofit ecosystem around referrals—and how you can start doing the same today.
  Agents: What’s working for your referral strategy? Join the conversation and let us know!
 
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