What are the referral skills of Ping An Insurance?

Prepare a "thin recommendation name". This manual contains customer information and recommendation list provided by customers, what is the relationship between each customer and the list provided by them, contact telephone number and mailing address, and matters needing attention.

Tip 2: Recommend three questions.

In the first demand analysis, the customer was asked for recommendation at first, and when the scheme was sent to the customer for the second time, the recommendation was continued regardless of whether the transaction was completed or not. Generally speaking, there are three problems:

Are you satisfied with my service?

Are you satisfied with my company, my design scheme and my professional level?

Do you agree to share good things with your good friends? Can you introduce me to my friends or relatives who care about me the most?

Emphasize to customers that the obtained list will be called for their consent before the visit, and will be informed every time after contact with customers recommended by old customers. If the referring customer becomes a prospective customer, you must remember to thank the referring customer, so that the referring customer feels that you respect him and value him, and will be more willing to help you recommend him in the future. And give the customer time to think, which may mean that the customer:

"Which friend did you have dinner with recently?"

"Who is your best friend?"

"Who was your best classmate when you were a child?"

In this way, you can get a lot of orders, but remember: it must be suitable and not too demanding, so as not to leave a bad impression on customers.