DES MOINES, Ia. (March 1, 2017) – InsuranceSocial.Media announces the launch of its automated insurance referral function, designed to simplify the process of requesting and sharing referrals and testimonials for busy insurance agents.

“Insurance sales are built on referrals,” said InsuranceSocial.Media CEO David Beall.

“But it’s not always easy for salespeople to request referrals or testimonials–even from happy customers. So the InsuranceSocial.Media team set to work trying to simplify–and automate–the process. As a result, our proprietary system now allows insurance agents to combine the power of the insurance referral with the power of social media marketing.”

Why is it important to combine the two?

Well, according to Nielsen, people are four times as likely to buy when they’re referred by a friend. (Yes, Facebook friends count!)

More than three-fourths of consumers are likely to buy a new product if referred by friends or family.

81% of U.S. online consumers’ purchase decisions are influenced by their friends’ social media posts.

And 71% of consumers are more likely to make a purchase based on social media referrals.

Insurance Referrals + Social Media = Marketing Power

InsuranceSocial.Media was built with three principles in mind: the software had to be easy to use, it had to be affordable, and it had to be effective. Consequently, the insurance referral function automates the solicitation and sharing of testimonials and referrals. It is included in every subscription plan at no additional cost. And it allows subscribers to share their happy customer’ comments with anyone who follows them or visits their social media platforms.

By entering just a few pieces of information–customer name and policy type, for instance–and selecting the type of positive experience the customer had (the eight options include great claims resolution and lower premium, among others), the subscriber generates an email that is ready to send out to the customer immediately (or can be edited, if desired). That email shows the customer exactly what the testimonial will look like when posted on Facebook, even including the image. With one click of the mouse, that referral request is on its way. With one click of the mouse, the customer can post it directly to the agency Facebook page.

“In beta testing, the referral function demonstrated an outstanding performance,” said Beall.

“Click-through rates on the solicitation emails were high–more than 70%. And follow-up surveys indicated that more than 30% of the agents testing the referral function got phone calls or emails as a result of other people viewing it.”


Founded by a team of insurance executives, professional writers, and software engineers, InsuranceSocial.Media combines professionally written, regulatory-compliant insurance social media marketing with cutting-edge technology and industry expertise. To learn more about InsuranceSocial.Media, visit InsuranceSocial.Media and blog.InsuranceSocial.Media.