Write a Referral Request Script

What You'll Get

Two or three natural ways to ask a happy client for referrals — by phone, email, or text — that feel like a genuine conversation rather than a sales pitch.

The Prompt

Write 3 short scripts (under 60 words each) for an insurance agent asking a satisfied client for referrals. One for phone, one for email, one for text. Warm, not pushy. Make it feel like a natural request from someone who genuinely helped them, not a sales ask.

Tips

Run this prompt at your specific positive touchpoints — "after binding a first policy," "after resolving a claim" — since the best referral ask is context-specific. The phone version usually sounds most natural; save the email and text versions for follow-up if there's no response.