Struggling to Find Quality Clients?
Here's the proven referral system for insurance and financial services pros who want results
Discover all the tools and training to transform your contacts into relationships and new clients!
Start Your Free 7-Day Test Drive Now
Unlock Your Path to Unlimited Quality New Clients
Frustrated by endless cold calls and chasing leads that go nowhere!
As an insurance or financial services professional, you know the struggle: finding quality prospects is a constant uphill battle. The odds may seem stacked against you yet there is a much better way.
Your Complete Solution for Insurance Sales Results
Our one-of-a-kind Referral Mastery for Insurance system equips you with our proven referrals-winning software, cutting-edge sales tools and success strategies, easy to follow training and even accountability and a supportive community.
You have everything you need to build a steady stream of high-quality referred prospects, close more sales, grow your income and achieve sustainable success.
What You Get:
Everything You Need to Grow Success is Here in Referral Mastery for Insurance
The Starting Point
Why people refer and how to get them to refer you.
The Trust-Bridge
How to build your trust with potential referrers.
Can Do Will Do
Your initial steps to accountability and results.
Personal Foundations
Go to market with your professional story.
EngagePro
The personal relationship building referral software.
Weekly Sales Success
What’s working, and tracking your results.
The Art of Asking
How to best ask for and get perfect referrals.
Your Trusted Referral Team
Scaling up for maximum results.
Why It Works:
We address the real problem: lack of trusted relationships. Instead of cold calling or expensive lead-gen programs, we teach you how to build a referral pipeline of quality prospects who trust and value your services and want to introduce you to new people.
Try It Risk-Free for 7 Days
Experience your transformation. You can take a free test drive that gives you full access to all the training, tools, and the community. After 7 days, if you like it, then it's just $99/month, and you can cancel anytime—no strings attached.
Start Your Free 7-Day Test Drive Now
Testimonials
Hear from Our Members… we’ve thousands of fans
George Brown PhD
Prestige Strategies LLC
Tom has developed an amazingly simple yet technologically advanced systemo generate new relationships. Wonderful system.
Suzanne Taylor-King
CEO at Taylor’d Wellness
This is the best membership ever. Over $1 million in referral sales since I met Tom!
Will Crist
Sales Trainer
Using this system, I was able to book $100,000 in new business in just 5 weeks after getting started.
Sean Connors
USI Insurance Services
The program has taken the relationship marketing habits that I know are effective, and provided a structured process to actually and effectively implement them.
John G Amann Sr.
HR/Payroll Consultant
A great platform that requires 20 minutes a day to get referrals.
Mark Brodinsky
Health Insurance / Storytelling / Author
Thanks Thomas, I've been loading up my A clients into Engage Pro. Even after texting ten of them, 6 of them got back to me immediately and one offered me a referral right away. Appointment schedules for this Friday. This Shitake works! #YouMatter
Suzanne Hanly
Insurance Agency / Medicare / Medicare Supplement
Tom has his finger on the pulse of effective referral management. He is an expert in following up!
Lenora Rinella
R.L.G - "Delivering Exceptional Financial Solutions"
Tom is a revolutionary thinker and developer. His insight is amazing. Highly recommend.
Para Johnson
Primerica Representative
Tom shares his experiences over the years of building lasting relastionships through referral.
Take the first step toward success
Don't let the statistics define your career. Start building an evergreen referral pipeline in just a few weeks that really works for you.
Join the hundreds of insurance and financial pros already mastering referrals.
Your future success is just a click away. Sign up now for your free test drive and take control of your sales growth.
Start Your Free 7-Day Test Drive Now
Your future success is just a click away. Sign up now for your free test drive and take control of your sales growth.