Insurance Division: Success Through Referrals

May 16, 2023

TRB Insurance Client Service Representative Supervisor Cory De Le Cruz recently utilized the power of internal referrals to win $$$.

Bankers Insurance Co, one of the carriers TRB Insurance uses, held a contest for agents; who could sell the most Builder’s Risk Policies. Cory quoted and bound an impressive 14 policies putting her in first place with a grand prize of $200. 

Congratulations Cory!

One of the best parts is that all these policies were referred from within the bank, primarily from Robert Donalson and Diana Morales in Weslaco.

Through these internal referrals, Cory gained new clients and strengthened relationships with existing ones. In fact, a large custom homebuilder in the RGV now uses TRB Insurance exclusively because of the cooperation between the lender and insurance making it very easy on them.  

Let’s continue to support each other and increase our internal referrals. Who knows, the next success story could be yours!

If you want your customer to experience award-winning customer service, send your referrals to rnewman@trbinsurance.com