“Referrals to Insurance Agents”

“Referrals to Insurance Agents”



I have not hit my 2015 goal for the amount of referrals I give insurance agents or even the number of referrals I gave out in 2014. In 2014 I gave out 123 referrals and so far this year 116, four short of my goal.


I refer to a dozen different agents. Most of them handle different types of insurance so I can usually send all of them business throughout the year. All of them send me business as well so my efforts are definitely rewarded.


I am constantly being told by my clients how delighted they are with what the agents have done for them. Here is an example:


I went with Kate and switched all three of my auto policies over to her! You were right, the bid for the home I’m buying was so much better than the company I WAS using. Thank you she was great!


By the way, I have an appointment with the mover, he’s coming over next week. Thank you again for all the help.


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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.

Equal Housing Statement: We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the Nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing becuase of race, color, religion, sex, handicap, familial status, or national origin.

Comment balloon 29 commentsJoe Petrowsky • December 30 2015 06:44AM


That's nice that you have a strong list of referral vendors Joe. Your clients can count on the people you know...

Posted by Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400, Long Island Condo and Home Specialists (The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803) about 5 years ago

Your results are amazing nonetheless.  I wonder if the reason they're decreasing is because you have so many repeat clients who you already referred and/or they may be telling their friends (and referring you at the same time).

Posted by Women of Westchester Working Together, Women helping Women get ahead (Women of Westchester Working Together) about 5 years ago

Good morning Joe. My wife referred to many insurance agents and the payback was plenty! Enjoy your day!

Posted by Wayne Martin, Real Estate Broker - Retired (Wayne M Martin) about 5 years ago

Hi Joe.  Having a good set of referral partners is a great benefit for all involved.

Posted by Gabe Sanders, Stuart Florida Real Estate (Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales) about 5 years ago

Good morning Joe.  Well it's another year and I know you'll reach your goal this year.  

Posted by James Dray, Exceptional Agents, Outstanding Results (Fathom Realty) about 5 years ago

I love that you have goals  to give out referrals. Have a great 2016.

Posted by Gita Bantwal, REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel (RE/MAX Centre Realtors) about 5 years ago

Joe Petrowsky Good morning.  It's always great when someone gives you a good referral.  It sounds like you strive to do that in your business and you succeed.  I'm sure you will reach your goal this year.

Posted by Elyse Berman, PA, Boca Raton FL (561) 716-7824 CRS, ABR, GRI,ePR (Best Connections Realty, Inc.) about 5 years ago

Joe: Even if you fell a little short of your goal, it is still an amazing number of referrals. Kudos to you for always putting the needs of the consumer first.

Posted by Anita Clark, Realtor - Homes for Sale in Warner Robins GA (Coldwell Banker Access Realty ~ 478.960.8055) about 5 years ago

Hi Joe,

I don't think I have asked you for an insurance agent referral. I asked for other service providers but not for this one yet.

Will talk soon.









Posted by Maria Gilda Racelis, Home Ownership is w/in Reach. We Make it Happen! (Home Buyers Realty, LLC-Manchester, Bolton. Vernon,Ellington) about 5 years ago

Joe - those are great results.  You have a great real estate related power team.

Posted by Grant Schneider, Your Coach Helping You Create Successful Outcomes (Performance Development Strategies) about 5 years ago

Thank you very much, Joe, for sharing some of the elements of your very successful referral programs.

Posted by Roy Kelley (Realty Group Referrals) about 5 years ago

Good morning Joe,

Having quality vendor referrals for our clients is a key component to success!

Posted by Lisa Von Domek, ....Experience Isn't Expensive.... It's Priceless! (Lisa Von Domek Team) about 5 years ago

Joe, having a great insurance agent to refer is a good thing.  I called mine on Saturday (and he answered) when I had a question.

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (House to Home, Inc. - Denver Real Estate - 720-231-6373) about 5 years ago

Good morning Joe. I refer to a wonderful insurance guy that I trust and so far, everyone I sent his way is more than happy.

Posted by Sheila Anderson, The Real Estate Whisperer Who Listens 732-715-1133 (Referral Group Incorporated) about 5 years ago

Joe Petrowsky There is a world of difference between life and casualty agents.

I would consider referrals to casualty agents but NEVER to a life agent.

Bill Roberts

Posted by Bill Roberts, "Baby Boomer" Retirement Planner (Brooks and Dunphy Real Estate) about 5 years ago

Referral partnerships are great when it's a two-way street. I've had to cut off quite a few referral partners over the years as my efforts were not being reciprocated. 

Posted by Nicole Doty - Gilbert Real Estate Expert, Broker/Owner of Zion Realty ZionRealtyAZ.com (Zion Realty) about 5 years ago

Good for you Joe, referrals are fun to give especially when one's clients are satisfied and happy.  A

Posted by Ron and Alexandra Seigel, Luxury Real Estate Branding, Marketing & Strategy (Napa Consultants) about 5 years ago

Good morning, Joe -- I echo the other members who have commented that while you may have missed your referral goal for insurance agents, the results are pretty incredible.  Have a great 2016.

Posted by Michael Jacobs, Los Angeles Pasadena 818.516.4393 about 5 years ago

I hope you meet all your goals for 2016. I am in awe of the mighty referral network you have put in place and that it is working so well. 

Posted by Debbie Reynolds, C21 Platinum Properties, The Dedicated Clarksville TN Realtor-(931)320-6730 (Platinum Properties- (931)771-9070) about 5 years ago

Giving referrals can be a tricky situation.  Now days, I only refer lenders.  I leave the rest to the others to refer.  Well I do refer Realtors outside my area as well.....

Posted by Belinda Spillman, Colorado Living! (Aspen Lane Real Estate Colorful Colorado) about 5 years ago

We've got to GIVE to receive, Joe Petrowsky.  Certainly true in our businesses ... and rightfully so.  Congrats on your marketing and sales prowess!


Posted by Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi, 708.921.6331 - 40+ yrs experience (NMLS #216987, IL Lic. 031.0006220, WI Licensed. APMC NMLS #175656) about 5 years ago

Independent agents have a variety of options and often are much more competitive than the singular companies that some people have used in the past.

Posted by Sally K. & David L. Hanson, WI Real Estate Agents - Luxury - Divorce (EXP Realty 414-525-0563) about 5 years ago

Joe, 116 referrals is just amazing! We all know great people in the industry who not only have good products but truly provide top of the line service, it is a pleasure to refer them business!

Posted by Beth Atalay, Cam Realty of Clermont FL (Cam Realty and Property Management) about 5 years ago

Joe even though 116 referrals are 4 short of your goal, that is still an amazing amount of referrals.  You are a referral machine my friend.

Posted by George Souto, Your Connecticut Mortgage Expert (George Souto NMLS #65149 FHA, CHFA, VA Mortgages) about 5 years ago

The more you help other people, the more it will come back to you. Great job!

Posted by Evelyn Johnston, The People You Know, Like and Trust! (Friends & Neighbors Real Estate) about 5 years ago


Having good referral partners is a big help to our customers.

Good luck and success.

Lou Ludwig

Posted by Lou Ludwig, Designations Earned CRB, CRS, CIPS, GRI, SRES, TRC (Ludwig & Associates) about 5 years ago

I learn so much from you Gabe. You are quite an inspiration.

Posted by Noah Seidenberg, Chicagoland and Suburbs (800) 858-7917 (Coldwell Banker) about 5 years ago

Joe, that is an incredibly high number of referrals even if you came up short.  Well done and it is a benefit to be on your good side.

Posted by Ed Silva, Central CT Real Estate Broker Serving all equally (Mapleridge Realty, CT 203-206-0754 ) about 5 years ago

Joe - I am very impressed with the number of referrals you give out each year. Even if you did not reach your goal of 120, I am sure your insurance partners are very pleased with you and your efforts.

Posted by Troy Erickson AZ Realtor (602) 295-6807, Your Chandler, Ahwatukee, and East Valley Realtor (Good Company Real Estate) about 5 years ago