Referrals are one of the most valuable sources of new business for independent agencies, but most agencies aren’t set up to capture them consistently. In this webinar, we’ll introduce the referral ecosystem that lets you request referrals, collect submissions directly through your website, and route them into a pipeline so your highest-priority referrals get handled first.
Watch the Replay30-Min Consult
Webinar Length
60 minutes
Time and Date Info
Thursday, August 20, 2026 @ 1:00 PM ET
Most agencies know referrals matter, but few have a real system for generating them. Referrals get asked for inconsistently, submissions get lost in email, and there’s no way to know which ones need attention first. That’s a growth opportunity left on the table.
In this webinar, we walk through how to build a referral ecosystem your whole agency can actually use, one that makes asking for referrals part of your everyday workflow, captures submissions automatically through your website, and prioritizes them so nothing valuable slips through the cracks.
Here’s What You’ll Learn in This Webinar Replay:
- How to make requesting referrals a consistent, repeatable habit across your agency.
- How to capture referral submissions directly through your website instead of losing them in email or sticky notes.
- How to build a pipeline that automatically prioritizes referrals so your team knows exactly where to focus first.
- How a real referral ecosystem turns word-of-mouth into a predictable source of new business.
- How to keep your team accountable to following up on referrals before they go cold.
Why Watch this Webinar Replay?
Whether you’re an agency owner, producer, or CSR, referrals are one of the easiest wins your agency isn’t fully capturing yet. This webinar gives you a practical system you can put in place right away, not just a philosophy about why referrals matter.
We want you to walk away with a clear, actionable plan for turning referrals into a reliable growth channel for your agency.
Our agenda.
- The Referral Gap: Understand why most agencies lose referral opportunities and what it’s actually costing your growth.
- Requesting Referrals: Learn how to build referral requests into your everyday client interactions without it feeling forced.
- Website Submissions: See how to capture referrals directly through your website so nothing gets lost in inboxes or paper trails.
- The Priority Pipeline: Discover how to route referrals into a pipeline that flags the highest-priority opportunities first.
- Closing the Loop: Get practical strategies for following up quickly and consistently so referrals convert into real business.
Our hosts.
Ian Zeiders
Digital Marketing Manager
Sarah Heckman
SMB Success Team Lead
About Agency Revolution.
Agency Revolution is the leading provider of client engagement tools for the insurance industry. Forge, our cutting-edge website platform designed specifically for insurance agencies, provides a seamless online experience for both agents and clients. Fuse, our flagship marketing automation platform, streamlines communication with clients and prospects, allowing agencies to stay connected and engaged with their audience.
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