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Owned by Matt

Step by step system for roofing and restoration contractors to build consistent, profitable referral partnerships with integrity.

20 contributions to Restoration Referral System
Agents In Same Region and Company
I want to get some perspective on this situation, I live in a rural area, so some of the agents I’m connecting with represent the same carrier, like State Farm, and work in different cities but are only about 20 minutes apart. They’re likely to know each other and interact regularly. Do you have any advice for building referral relationships with multiple agents from the same carrier in the same region? Have you seen that create any conflicts or friction, and how would you recommend approaching it?
2 likes • 19d
Hey Savannah, great question, and I love that you're already thinking about this. Here's the short version. The conflict you're worried about is mostly imaginary, and the situation you're describing is actually one of the best positions you can be in. Here's why. Most contractors do next to nothing to send business back to the agents they work with. They receive referrals, they maybe provide good service to the customer, and that's where it ends. They're takers. So in a world where the average contractor sends an agent one or two referrals a year, agents get protective over the few crumbs that exist. That's where the competition you're sensing comes from. Scarcity. We operate the opposite way. We plan to send each of these agents a dozen referrals a year. So even though I might be working with 20 agents, every single one of them is getting far more business from me than they get from any other contractor they know. When you're sending that kind of volume, no agent feels shorted, because you're already doing more for them than anyone else in their world. Abundance kills the competition before it starts. So I wouldn't hide that you work with other agents. Just the opposite. If you've built a strong relationship with one, use it. Ask them who else they know and respect in the area. In a cluster where these agents all know each other, an introduction from a peer they trust is the warmest door you'll ever walk through. Now, the distance between them is an advantage, not a problem. Customers want to work with someone nearby, so 20 minutes apart means each agent anchors their own little pocket. When you've got a homeowner who needs coverage, there's almost always an agent close to them you can send them to. The geography does the sorting for you, and nobody feels passed over. But here's the most important piece. Even though these agents sell the same carrier, they are not the same. Each agency and each agent has their own personality, their own ideal client, their own goals and vision for their business, their own strengths. So take the time to learn those things. Ask them about who they serve best and where they want to grow. Then, as you're talking to your own customers, you'll start to see that some agents are a better fit for a particular homeowner's situation, personality, and needs than others. You become a matchmaker. You're not just sending referrals, you're sending the right person to the right agent.
Claims Process Consulting
Hello everyone! Obviously, you all know me from this program focused on creating referral relationships with insurance agents. What you may or may not know is that I also co-founded the Building Experts Institute and sold it this past year to Brelly AI. (I still highly recommend both products). My role there allowed me to work with roofing companies and public adjusters from all across the country examining their inspection, documentation, repairability assessment, claim strategy, sales process, installation, supplementing, collections and more. If you're in the RRS program and would like to talk through any of those things, I'm happy to do so as part of your unlimited live support. If you'd like for me to dig through your processes with you and redesign how your claims are handled (sometimes including on-site work) I have some availability to help with that as well and can give you upfront costs and deliverables.
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Claims Process Consulting
Agent Meetings Per Day
I was talking with a client today who just finished going through the training and they're excited to get some agent relationships going but still have other responsibilities to manage while they build that network. Rather than doing a little bit each day, they're planning to spend 1 day each week focused on agents. I'm all for it but when we talked through the plan, they shared that they plan to meet with 8 insurance agents a day on that day. While volume is great, their plan was destined to fail. 8 meetings means they'll be forced to keep meetings very short, have no time to drive, eat, schedule follow ups, buffer to not be late, etc. The whole point to our methodology is that the agent relationship has weight and value and won't often be converted with short surface level "spray and pray" methods. 3-4 Solid meetings in a day will have a better chance of converting that 8 fly-by's that never get through the agent's defenses. What's the most agent meetings you'd suggest to someone on your team...and why that number and not more or less?
Postcard campaign to insurance agents and brokers using Dope Marketing
I've had a ton of people asking how to get insurance agent info to send direct mail to them before meeting as well as to stay top of mind. Screen Recording Dope Marketing
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Postcard campaign to insurance agents and brokers using Dope Marketing
New "Objections" Training Section
We've started with "We don't refer contractors" and are looking for the objections you're encountering to continue to build out this resource. Comment below with your most difficult agent objection(s).
0 likes • Jul 7
@Andre Calixto that’s a good one. Is this in the context that you’re on the phone or sitting down with them or stopping by?
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Matt Danskin
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38 points to level up
@matt-danskin-5168
Owner of Restoration Referral System

Active 12m ago
Joined Feb 12, 2026
ENTJ
Brentwood, TN
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