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Insurance

For insurance professionals: winning referrals from real estate partners, responding fast, and building a steady inbound pipeline.

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Insurance playbooks

Insurance

Ask one question at every renewal: any plans to move?

Home insurance shopping is up, and the typical seller stays 11 years before moving. The one question insurance pros should add to every renewal review, word for word, and the two handoffs to make when a client says yes.

The Refervia Research TeamOctober 22, 20266 min read

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Insurance

The first hour after a real estate referral decides the policy

A warm referral with a closing date has a short fuse. Here is a simple first-hour playbook for insurance pros: acknowledge fast, get the five details, quote with options, keep the agent in the loop, and close the loop.

The Refervia Research TeamSeptember 23, 20267 min read

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Other roles

Explore the rest of The Handoff

Real Estate

Playbooks for agents: protecting deals, sending referrals to partners you trust, and turning relationships into repeat business.

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Agencies & Brokerages

For owners and team leaders: routing referrals across your team, license oversight, and reporting that actually helps you coach.

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Referral Partners

How to build a trusted partner network, vet who you send business to, and keep every handoff professional.

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Market Trends

What is moving real estate and insurance right now, and what it means for the referrals between them.

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