What I enjoy most about being an insurance agent is knowing that I am helping people protect the things that they have worked so hard to obtain in their life. My goal is to make sure that my customers understand the insurance policies that they have and are prepared for any disaster.
I have been a Farmers Insurance agent since 2005. Prior to that, I was in the auto industry for 12 years. I have a bachelors of business administration degree. I have a license in property and casualty, health & life, series 6 and 63 securities license. I have three sons and one granddaughter. My hobbies are spending time with my family and friends. I live and work in Sugar Land but I am licensed in the entire state of Texas.
The perfect referral for me would be someone looking to review their insurance to see if they can get more value for their insurance dollar and to make sure that they are properly insured. Another good referral would be someone moving into Texas needing insurance.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Would you like to see if you can get a better value for your home/auto/business insurance?
2. If the customer bought a new car, you can ask the following. Did your insurance go up when you added the new car? If so, you can ask if they would like a comparison quote from me.
3. If the customer is moving or refinancing their home, you can ask the following. Would you like me to refer you to someone that could help you with your insurance so you can keep your mortgage down?
Describe How You Would Like To Be Introduced Via Email
Dear ____________, I wanted to introduce you to a business partner/friend of mind that can help you with your insurance. She has been in business since 2006 and can help you with a variety of insurance needs such as home, auto, life, business, flood and more. I have copied her on this email so that the two of you can communicate directly.