Used by agencies doing $65k+/month to multiply the growth their sales team brings
3-5x referrals per week in 60 days.
Are you frustrated by these issues like other agency owners?
You don't have time for another sales course, or to train your agents on them
Your new business relies on one or two key agents
Your social media doesn't connect you with your ideal prospects
The insurance companies' "social media suitcases" are a joke. No one cares about "winter driving tips"
None, or only some, of your clients are contacted for referrals
Scripts are awkward, so agents forget or avoid asking for referrals
You've tried ads or never had the confidence to start an ad campaign (and with good reason)
You know you're leaving referrals on the table
Hiring a marketing rep feels like a gamble (you don't see anyone else doing it right either)
You might feel like your town's best kept secret. That hurts
These issues are real.
They lead many agency owners to believe marketing doesn't have a place in insurance.
So the focus always comes back to sales and pushing the team to grow.
I get it. I was there—running an office, making 100+ calls a day.
But sales alone doesn't create loyalty.
It doesn't get your clients talking about you at the family BBQ.
Keep reading to see how I developed a marketing system designed for a commoditized market:
One that turns your clients into an extension of your marketing departmentand multiplies your impact and turns each customer into 2 or 3.
Why the Old Way of Asking for Referrals Doesn't Work— and Why Most Agencies Get Social Media Wrong Too.
The Gold Standard Problem
The gold standard in referral-based businesses such as insurance is that each client is contacted for referrals and asked to provide three names that would want to be contacted by you.
This is awkward for your agents because it requires them to spend social value they just accrued by giving them a great experience, even if the client is happy to do so.
As a result, the agent doesn't know when the right time to ask is. More often than not, it gets pushed off and eventually avoided entirely out of habit.
Get better agents?
Not so fast.
Make your referral system easy to apply, regardless of how your team is feeling?
Now we are onto something.
What Social Media Isn't For Insurance Agencies
Social media is not a place to compete with national companies like Progressive or Allstate.
It's not a place to offer free quotes or run ads. People already know of six agents who would break down their door to give them a "free quote."
No one outside the industry cares about driving tips, insurance tips, or educational insurance posts (and those are extremely difficult to pull off well).
Not only are these methods ineffective, they also create negative momentum,
training people to scroll past your content and numbing them to your brand name.
So...
How can we leverage social media to make the referrals come to us?
We do this by incentivizing client posting and reviews by continuing to give value after the sale.
That extra, memorable step most agents skip shows clients you care and turns them into your best promoters.
That's why great brands don't buy attention.
They reward connection.
You are doing social media right if:
Clients post organic content from their own accounts about their experience with your agency
People are motivated to share your content, giving you trusted reach money cannot buy.
You have a community-focused presence that builds goodwill and steady referrals.
This is the new name of the game.
Ready to 3-5x your referral business?
I give away the Sticky Referrals™ system for free. Opt in to my newsletter and I'll send it to you immediately:
No ad spend required • No new software • Works with your existing systems
This system does/is NOT:
Now, what's the catch? I just give it away for free?
Yes. You only pay me if you want implementation and guidance on setting it up.
While the system is free, it requires time to implement well—time that compounds and begins paying dividends within 60 days.
And once it does, every policy your sales team binds means something greater.
Because then, you're not just selling policies. You're building loyalty.
As of Q3 2025, I'm working with an agency already doing $65k/month in revenue who was so eager to implement this system, they hired a marketing rep.
Join the newsletter for real-time updates on how they are doing, plus brand breakdowns and insights you can apply immediately.
Standing out in a commoditized market requires a new framework and way of thinking.
That's why I built my Sticky Referrals™ system.
Templates Available
While I give the system away for free, I offer a series of templates to save you the 20 hours it would take making the content, social media templates, and scripts for it.
That way, you can have the system working for you today.
More information about what's included in that in the System in my Sticky Referrals™ doc.
Done-With-You Implementation
If templates aren't enough and you are serious about wanting to implement the system and get it done right and fast, I offer onboarding calls with the option of an ongoing retainer.
The first free call will give you all the tools as we'll align the system to fit your agency goals.
And we'll discuss done-with-you options from there.
Meet ATX
My friends call me ATX.
I ran an insurance office for two years, and saw firsthand the challenges agents face when selling, following up, and asking for referrals.
Even with the best industry training, like State Auto's PaceSetter program, I found it hard to consistently ask for referrals without it feeling awkward.
I think in terms of abstract systems (hence the ninja photo). I am real, and you can see what I look like on my LinkedIn profile here. Even so, the real world experience taught me what is realistically applicable. No one wants extra tasks that don't move the needle.
I've seen firsthand that sales is what keeps agencies alive. But I've also seen that real loyalty—and the referrals that come with it—require a system of care most agencies don't have time to build. That's what I've created with Sticky Referrals™.
That's also why I stepped back from being hands-on with the agency and took the time to develop this system. I find more passion in helping agency owners grow their vision rather than building an agency myself, and I hope my work is an inspiration to you.
If you're ready, let's get Sticky Referrals™ working for your agency. 🛠️🧡🧲
Ready to 3-5x Your Referral Business?
Get the free Sticky Referrals™ system and start implementing today.
No ad spend required • No new software • Works with your existing systems