“Insurance Agents as Referral Partners”

“Insurance Agents as Referral Partners”



As many know, I refer a lot of business out. One category I refer out to often is insurance agents. Through the end of October I was at just over 10 per month. My goal was 120 for the year so, I’m right on track.


Some insurance agents have the same philosophy; they just focus on referring business to me on a regular basis. That is the case here:


I know that I haven’t provided you with business cards in a while, but I have new ones and a new information sheet that you can provide your clients. I am going to put it in the mail to you tomorrow morning. I am also referring over two new clients, one is purchasing they need to be pre-qualified and the other is a refinance. I hope you like them.

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Joe Petrowsky, NMLS #6869

Right Trac Financial Group, Inc. NMLS #2709

110 Main St.

Manchester, Ct. 06042

Office: 860 647-7701 x116

Fax: 860 647-8940

Cell: 860 836-9294

Email: joe@righttracfg.com



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Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

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Comment balloon 31 commentsJoe Petrowsky • November 20 2015 06:58AM


So glad to hear that this has been a win win for both of you.

Posted by Debbie Gartner, The Flooring Girl & Blog Stylist -Dynamo Marketers (The Flooring Girl) over 4 years ago

Nice to have referral partners that you can trust and refer back and forth...

Posted by Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400, Long Island Home and Condo Specialists (The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803) over 4 years ago

Thanks, Joe, for sharing some of your very successful referral practices.


Posted by Roy Kelley (Realty Group Referrals) over 4 years ago

Good morning Joe. Like a snowball going downhill. Starts slowly and builds momentum. Enjoy your day!

Posted by Wayne Martin, Real Estate Broker - Retired (Wayne M Martin) over 4 years ago

Good morning, Joe Petrowsky, you lead the way when it comes to successfully acquiring business via networking and referrals.... we all need to do more of it... 

Posted by Barbara Todaro, Marketing Agent for The Todaro Team (RE/MAX Executive Realty ) over 4 years ago

Hi Joe.  You are such a referral machines.  You should contact Guinness.

Posted by Conrad Allen, Webster, Ma, Realtor (Re/Max Professional Associates) over 4 years ago

Good morning Joe.  Well I was going to say something but it looks like Conrad Allen took my thunder.  Same thought but as usual just a few minutes or in this case a coupld of hours late...

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty) over 4 years ago

You are the master at referrals - and I love that you have referral-out goals. That's part of your successful business plan.

Posted by Kat Palmiotti, The House Kat (406-270-3667, kat@thehousekat.com, Broker, Blackstone Realty Group - brokered by eXp Realty) over 4 years ago

Good morning Joe Petrowsky,

You lead the pack in handing out and receiving referrals! Barbara Todaro is right....."we all need to do more of it..."

Posted by Dorie Dillard CRS GRI ABR, Serving Buyers & Sellers in NW Austin Real Estate (Coldwell Banker United Realtors® ~ 512.750.6899) over 4 years ago

Good morning Joe,

As with everyone above you are the King of referral's.

Make yourself a great day.

Posted by Raymond E. Camp, Licensed Real Estate Salesperson Greater Rochester (Howard Hanna Real Estate Services) over 4 years ago

Hi Joe.  You really have this referral plan set up to work well for you.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) over 4 years ago

Joe the more you give the more you get, and you do an excellent job in sharing referrals.

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) over 4 years ago

Joe, I too give my insurance agent/broker some business.  Every buyer needs insurance, they might as well get a quote.

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (House to Home, Inc. - Denver Real Estate - 720-231-6373) over 4 years ago

You continue to inspire so many people with writing about referrals and how important they are to give and receive.

Posted by Roger D. Mucci, Lets shake things up at your home today! (Shaken...with a Twist 216.633.2092) over 4 years ago

Good morning Joe. When you refer to good people it is a gift to everyone.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) over 4 years ago

I love hearing about you wide referral network and how it is working for you every day. Have a good week Joe.

Posted by Debbie Reynolds, Your Dedicated Clarksville TN Real Estate Agent (Platinum Properties) over 4 years ago

As long as it's a two way street I'll work with any referral partners that I meet! I've had too many one sided partnerships in my day. 

Posted by Nicole Doty - Gilbert Real Estate Expert, Broker/Owner of Zion Realty ZionRealtyAZ.com (Zion Realty) over 4 years ago


Excellent post, and our philosophy is to be also kind to those that may not be a referral source, like the UPS man who used to deliver to a residential real estate office.  Only one person took the time to say hello and thank you.  He later contacted that lady and gave her his sister's name who was marrying a well-to-do business man.  He asked his fiancee to go find a home in the 3-4 million dollar range...A

Posted by Ron and Alexandra Seigel, Luxury Real Estate Branding, Marketing & Strategy (Napa Consultants) over 4 years ago

Hi Joe -- you speak reciprocity fluently.   You continue to inspire.   

Posted by Michael Jacobs, Los Angeles Pasadena 818.516.4393 over 4 years ago

Joe, it is always nice to have reciprocation with referral business. Its all about building a trusted relationship which you clearly do.

Posted by Kathleen Daniels, Probate & Trust Specialist, Probate Real Estate (KD Realty - 408.972.1822) over 4 years ago

That's an excellent idea to mine your partners for referrals, and you've got the system down pat, Joe.

Posted by Elizabeth Weintraub Sacramento Realtor Top 1%, Put 40 years of experience to work for you (RE/MAX Gold) over 4 years ago


Always enjoy your enlightening posts.  You definitely have your Referral system down pat.  Nothing works better than personal referrals.

Have a great holiday week.

Posted by Wayne L. Brown (Franklin Advantage Inc.) over 4 years ago

Hi Joe, referrals are the best compliments in any business, says a lot about you. 

Posted by Beth Atalay, Cam Realty of Clermont FL (Cam Realty and Property Management) over 4 years ago

Hi Joe - the insurance agent is a natural member of your power team.  I am glad it is working well for you.

Posted by Grant Schneider, Your Coach Helping You Create Successful Outcomes (Performance Development Strategies) over 4 years ago

Hi Joe Petrowsky , Referrals is the name of the game. When we send business to each other, it keeps both of us in business.

Posted by Larry Johnston, Broker,Friends & Neighbors Real Estate, Elkhart,IN (Broker, Friends & Neighbors Real Estate and Elkhart County Subdivisions, LLC) over 4 years ago

Joe, you definitely receive and give referrals...you have a great team/network.

Posted by Rebecca Gaujot, Realtor®, Lewisburg WV, the go to agent for all real estate (Vision Quest Realty) over 4 years ago

You are a true giver Joe. That is why people want to work with you and give you referrals.

Posted by Noah Seidenberg, Chicagoland and Suburbs (800) 858-7917 (Coldwell Banker) over 4 years ago

Hi Joe: Your strategy works very well. Reciprocity--- is the key.

Posted by Maria Gilda Racelis, Home Ownership is w/in Reach. We Make it Happen! (Home Buyers Realty, LLC-Manchester, Bolton. Vernon,Ellington) over 4 years ago

I do refer people to insuarance agents but have not received any referral because their relative is an agent.

Posted by Gita Bantwal, REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel (RE/MAX Centre Realtors) over 4 years ago

Referrals from anyone are so awesome and make us feel great. Keep sharing your great stories, Joe. 

Posted by Debbie Laity, Your Real Estate Resource for Delta County, CO (Cedaredge Land Company) over 4 years ago

Bet you like them AND the agent Joe Petrowsky 

Posted by DEANNA EARLY - - ( NMLS # 268590 ), Highest Ranked Mortgage Loan Originator Virginia (American National Bank & Trust) over 4 years ago