ACG - Agency Consulting Group

Referral Tree

Since the fantastic debut of the Asset Protection Model, teaching agents a non-sales oriented model of cross selling that provides every agency product and service to every agency client, a common question has been, "How do we combine the Asset Protection Model with an active referral process?"

Agents are very interested in the Asset Protection Model to eliminate Price and Cost-oriented sales methodologies in favor of consultative and relationship selling. This model finally gives agencies the ability to cross—sell all agency products to all clients. However, a second nagging problem has been the general inability of agents to pro-actively solicit referrals from their existing clients to new ones. All acknowledge that client referrals results in much higher closing rates than any form of marketing or cold calling. Yet most agents simply wait passively for clients to create referrals for the agent. No matter how pleased a client is with your service, if they don't think about referring you to others, that form of agency growth is denied you.

In May, 2004 we introduced the Referral Tree concept as an addendum to the Asset Protection Model. Now, we not only train your staff into consultative selling skills and a disciplined cross-selling process, but we can also provide you a tool, THE REFERRAL TREE, to gauge the value of a client through his referral value. Here's how it works.

Using the relationship selling skills taught by the Asset Protection Model, your producers AND service staff will request referrals from each client at least once each year. The client’s products and commissions and the referral he generates, and the products associated with the referral, are entered into THE REFERRAL TREE. The program then calculates the value of that client in terms of the TOTAL VALUE TO THE AGENCY of all of his revenue generating products including the value of every revenue-generating product of each referral generated by him, and their subsequent referrals also.

A sample of this program can be on its way to you soon WITH NO OBLIGATION TO PURCHASE! Use it and see if you like it. The sample program can be used for up to 10 customers. The LIFETIME version of THE REFERRAL TREE can support unlimited customers and includes all upgrades and support for a one-time cost of only $350. Or for an initial cost of only $150, you can have the annual version of THE REFERRAL TREE with a $100 annual renewal subscription fee with upgrades and support included for the term of the annual program agreement.

A sample of this program can be on its way to you soon WITH NO OBLIGATION TO PURCHASE! Use it and see if you like it. If so, you can own it for unlimited use (sample can be used for up to 10 customers) at a one-time cost of only $350 (includes all future upgrades) or at an initial cost of only $150 and annual renewal costs of $100. Of course upgrades and support are included for the term of the program agreement (lifetime or annual).



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