The Lane Agency - Goosehead Insurance

2023 is my year to GIVE. But I love sharing stories about other Go-Givers I have met and know. These people inspire me everyday!

I have a Go-Giver story to share with you today. I met a realtor about a month ago. She is part of an amazing real-estate group. And I have gotten to see what a Go-Giver she is, very quickly. She has sent me two clients over the last 30 days. What does that mean and what does that say about her? What it tells me is that this realtor establishes a strong level of trust with her clients. There is so much trust there that the client has asked her for recommendations for other needs he/she has, such as home insurance. Buying a home is one of the biggest purchases a person will ever make. And so the client wants to find the best people to write the loan for it, to inspect it to make sure it is a good purchase, and to insure this pricey purchase. They don't want just anyone doing these things. They want a trusted referral. So this realtor has taken the time to not only establish trusted referral partner relationships to be able to have trusted individuals to give to her client, she has established the trusted advisor relationship with her client where her client cares and wants to know who she would recommend. I think that anytime a client is willing to take recommendations from their realtor, it means that realtor has done an amazing job at establishing that trusting relationship with their client.

But not only this, I have seen this realtor work her tail off for her clients at all days of the week and all hours of the day. Whatever is needed, she is going to do it. Why? Because she cares! She is a Go-Giver! Her commitment to excellent service is outstanding.

Thank you realtors for all that you do for your clients!

And if you are a realtor that does not have a trusting partnership with an insurance agent, please reach out. I would be happy to help! There are so many things that your client needs recommendations for. A loan officer, a title company, an inspector, etc. Insurance agent should also be on your list.

And friends and family, if you are looking to buy or sell your home, I know the best in the business. Call me!!!

I recently shared that I have been reading the Go-Giver books and trying to center and focus what I do around giving. Well today, I want to share with you about a true Go-Giver that I met a few months back.

This Go-Giver is a loan processor. She works hard for a local area team and loves her team. You never hear anything from her outside of loving the group she works with and for.

But beyond being a Go-Giver to her team, let me tell you about how she is a Go-Giver for her team’s clients.

She reviews a lot of files and one of the things that has to be in line for a home loan to go through is home insurance. So she has to make sure that is in place. She could take the easy route and pass along a file that simply has home insurance. But instead, if she notices that something seems amiss with their insurance, she reviews this with them and acts as a trusted advisor. Does she have to do that? No! Would it be easier for her, require less time, less burden, to pass along a file that already has home insurance, even if that premium seems ridiculously high? It absolutely would be easier. But that is not the kind of person she is. She is a Go-Giver! When she sees something that is wrong, she doesn’t stick her head in the sand. She doesn’t take the easy way out. She stops and takes the time to help.

I would want a loan processor to care that much about me. Wouldn’t you? I hope all loan processors take the time to spot things that don’t look right to them, question them, and go above and beyond to help a customer.

It’s Go-Givers like this loan processor who show me a better way of giving, each and every day!

The Lane Agency - Goosehead Insurance (901-430-9095 or [email protected])

The power of persistence....Since starting my own insurance agency, I have sent out a lot of emails and messages to referral partners trying to get meetings. And some of these requests do not receive responses. But some do. And when they do, it can turn into something great.

One of the people I reached out to immediately responded with "I would love to meet you as well." And "looking forward to meeting you." So we set up a breakfast. We had a good laugh over messaging about our families love for Waffle House.

When we met for breakfast, I was immediately greeted by one of the warmest, sweetest individuals I have ever met. She had recently moved to the area and was in a similar position as me. Trying to get her business off the ground. We must have sat for 2 hours sharing stories about career, spouses, kids, family, etc. This meeting turned into a new friendship.

Not only did this meeting turn into a new friendship, on Friday, it turned into a partnership. She sent me her first client referral!

I am so thankful for the people I have met through random, blind requests for meetings. These people have taken time to meet with a complete stranger and have had an open heart to being willing to refer to someone new.

If you are struggling with receiving "no's" or people are not willing to meet with you, don't give up! There are many who will and your persistence will pay off. And as a result, you will be blessed with meeting and making relationships with people you would have never met before. Keep trying!

Thank you to my dear new friend for trusting me with your client! I appreciate you so much!

A few weeks ago, I brought lunch to a mortgage group. They were so warm and welcoming. A few even let me quote them on the spot for their own policies. One of the agents who has since sent me a few referrals said the following: "There was something about you that I liked. You were right. Your rates are better than the others I give out to check." I am thrilled when I hear things like this.

There will be times when I will not win in rate, but I will always try. And I hope to always win in customer service experience and referral partner partnership. An excellent experience for all is what I want to be able to always give.

Thank you to all who have given me the opportunity to serve you!