How to Ask for a Referral, and Actually Get One

Referrals are the highest-converting lead source in the insurance industry, but most sales teams leave them to chance. In this exclusive online training, sales expert Thomas Coles will show you exactly how to ask for referrals in a way that gets results and how to build a repeatable system that fuel.

Example ROI:

• One Personal Lines broker conversion rate went up from 7% to 46% within the first month following training.

  
  

Why Attend:

• 83% of satisfied clients are willing to give a referral, yet only 29% do so unprompted.

• Opportunities from referrals are 70% more likely to close than other leads.

• Clients using this approach have generated £195m+ in pipeline and £105m+ in sales.

• This is a Camelot exclusive event tailored to the needs of UK Brokers.

  
  

Testimonials:

• “In one month since the referrals session we’ve generated 127 new leads and converted 46% of them.” – David Stuart, President, Southwestern Insurance Group

• “My very first lead generated from a referral turned into a £650k deal, covering the fee instantly.” – Gary Williams, Central FX

What You’ll Learn:

• The three proven techniques to get a name there and then. Not “I’ll have a think”.

• Who to ask (hint: it’s more than just your happy clients).

• How to make referrals a predictable, measurable part of your sales process.

• How to get your team confident and consistent in asking.

  
  

Event Details:

• Date: Monday 20 October 2025

• Time: 2pm - 5pm

• Format: Live virtual training (Zoom)

• Price: £300 per ticket

• Capacity: Limited spots

• Who Should Attend: Broker managers, sales directors, team leads, and senior account execs in insurance companies and brokerages.

  
  

Call to Action:

Seats are limited — secure yours now and start closing more deals from referrals.

Register Now!